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 |
|---|---|---|---|---|---|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Jan 20, 2026 Q4 2025 |
22,229
shares
|
$14.8 Million
0.88% of portfolio
|
Q4 2025
Reduced 1.84%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
22,202
shares
|
$14.8 Million
5.27% of portfolio
|
Q3 2025
Added 13.89%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
22,147
shares
|
$14.7 Million
1.6% of portfolio
|
Q2 2024
Added 23.65%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
22,127
shares
|
$14.7 Million
5.26% of portfolio
|
Q3 2025
Reduced 12.33%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
22,099
shares
|
$14.7 Million
0.04% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
22,070
shares
|
$14.7 Million
0.44% of portfolio
|
Q1 2024
Reduced 17.03%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jan 12, 2026 Q4 2025 |
22,066
shares
|
$14.7 Million
10.92% of portfolio
|
Q4 2025
Added 0.07%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
22,025
shares
|
$14.7 Million
0.84% of portfolio
|
Q4 2025
Added 5.03%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
22,020
shares
|
$14.7 Million
4.21% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 12, 2025 Q3 2025 |
21,959
shares
|
$14.6 Million
6.15% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
21,898
shares
|
$14.6 Million
0.22% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
21,873
shares
|
$14.6 Million
0.74% of portfolio
|
Q3 2025
Reduced 5.45%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 21, 2026 Q4 2025 |
21,845
shares
|
$14.5 Million
5.57% of portfolio
|
Q4 2025
Added 0.89%
|
|
|
Stark Wealth Management LLC
Bethlehem, PA |
Aug 28, 2025 Q2 2025 |
21,780
shares
|
$14.5 Million
16.74% of portfolio
|
Q2 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
21,743
shares
|
$14.5 Million
1.16% of portfolio
|
Q4 2025
Reduced 10.28%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
21,735
shares
|
$14.5 Million
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Nov 14, 2025 Q3 2025 |
21,710
shares
|
$14.5 Million
11.25% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
21,705
shares
|
$14.4 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
21,666
shares
|
$14.4 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
21,662
shares
|
$14.4 Million
5.46% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 12, 2026 Q4 2025 |
21,654
shares
|
$14.4 Million
0.24% of portfolio
|
Q4 2025
Added 6.96%
|
|
|
Sovereign Investment Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
21,636
shares
|
$14.4 Million
4.36% of portfolio
|
Q3 2025
Added 150.76%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
21,541
shares
|
$14.3 Million
1.77% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
21,521
shares
|
$14.3 Million
0.91% of portfolio
|
Q4 2025
Added 0.13%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
21,516
shares
|
$14.3 Million
1.58% of portfolio
|
Q3 2025
Reduced 0.04%
|
|