Institutional Ownership Spdr S&P 500 ETF Trust (SPY)
This table provides information about the institutional ownership of Spdr S&P 500 ETF Trust (SPY). We have compiled data on the 5,341 institutions that hold shares in the stock, with a total of 557 Million shares, which have been reported (via 13F filing form) to have a value of $371 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
23,057
shares
|
$15.3 Million
2.21% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
One River Asset Management, LLC
Stamford, CT |
Nov 10, 2025 Q3 2025 |
22,751
shares
|
$15.1 Million
4.13% of portfolio
|
Q3 2025
Added 112.98%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
22,746
shares
|
$15.1 Million
1.18% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 28, 2025 Q3 2025 |
22,719
shares
|
$15.1 Million
1.56% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
22,711
shares
|
$15.1 Million
0.71% of portfolio
|
Q3 2025
Reduced 18.99%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Nov 17, 2025 Q3 2025 |
22,699
shares
|
$15.1 Million
11.46% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Nov 07, 2025 Q3 2025 |
22,692
shares
|
$15.1 Million
9.18% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
22,667
shares
|
$15.1 Million
1.92% of portfolio
|
Q3 2025
Added 8.28%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
22,660
shares
|
$15.1 Million
2.39% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
22,653
shares
|
$15.1 Million
1.99% of portfolio
|
Q1 2024
Added 9.76%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
22,632
shares
|
$15.1 Million
1.32% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
22,616
shares
|
$15.1 Million
0.54% of portfolio
|
Q3 2025
Reduced 11.93%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jan 07, 2026 Q4 2025 |
22,504
shares
|
$15 Million
5.65% of portfolio
|
Q4 2025
Added 0.57%
|
|
|
Element Squared LLC
Minneapolis, MN |
Jan 20, 2026 Q4 2025 |
22,485
shares
|
$15 Million
8.32% of portfolio
|
Q4 2025
Added 72.87%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
22,445
shares
|
$14.9 Million
1.58% of portfolio
|
Q3 2022
Reduced 10.55%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
22,439
shares
|
$14.9 Million
17.17% of portfolio
|
Q3 2025
New holding
|
|
|
American Asset Management Inc.
|
Jan 07, 2026 Q4 2025 |
22,423
shares
|
$14.9 Million
72.09% of portfolio
|
Q4 2025
Reduced 6.72%
|
|
|
Highview Capital Management LLC
|
Nov 13, 2025 Q3 2025 |
22,405
shares
|
$14.9 Million
5.58% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
22,368
shares
|
$14.9 Million
2.26% of portfolio
|
Q1 2023
Added 204.0%
|
|
|
Stordahl Capital Management, Inc.
|
Nov 05, 2025 Q3 2025 |
22,350
shares
|
$14.9 Million
3.13% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
22,332
shares
|
$14.9 Million
2.38% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
22,316
shares
|
$14.9 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
22,301
shares
|
$14.8 Million
1.69% of portfolio
|
Q4 2025
Reduced 0.13%
|
|
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
Nov 14, 2025 Q3 2025 |
22,271
shares
|
$14.8 Million
5.14% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
22,249
shares
|
$14.8 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.56%
|
|