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 |
|---|---|---|---|---|---|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 09, 2026 Q4 2025 |
21,443
shares
|
$14.3 Million
4.22% of portfolio
|
Q4 2025
Reduced 7.19%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
21,441
shares
|
$14.3 Million
2.36% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 20, 2026 Q4 2025 |
21,393
shares
|
$14.2 Million
2.2% of portfolio
|
Q4 2025
Added 0.21%
|
|
|
Atalanta Sosnoff Capital, LLC
|
Nov 14, 2025 Q3 2025 |
21,381
shares
|
$14.2 Million
0.28% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
21,367
shares
|
$14.2 Million
0.36% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Css LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
21,304
shares
|
$14.2 Million
1.53% of portfolio
|
Q3 2025
New holding
|
|
|
Patriot Investment Management Inc.
|
Jan 23, 2026 Q4 2025 |
21,250
shares
|
$14.1 Million
0.91% of portfolio
|
Q4 2025
Added 373.48%
|
|
|
Pfm Health Sciences, LP
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
21,210
shares
|
$14.1 Million
1.19% of portfolio
|
Q3 2025
Added 23.83%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
21,173
shares
|
$14.1 Million
12.27% of portfolio
|
Q2 2025
Reduced 31.28%
|
|
|
Comprehensive Financial Management LLC
Los Gatos, CA |
Nov 14, 2025 Q3 2025 |
21,142
shares
|
$14.1 Million
0.39% of portfolio
|
Q1 2024
Reduced 12.06%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Nov 04, 2025 Q3 2025 |
21,097
shares
|
$14 Million
10.67% of portfolio
|
Q3 2025
Added 82.59%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
21,086
shares
|
$14 Million
3.95% of portfolio
|
Q1 2024
Added 4.27%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
21,039
shares
|
$14 Million
0.51% of portfolio
|
Q4 2025
Reduced 5.33%
|
|
|
Simpli Fi, Inc.
|
Jan 22, 2026 Q4 2025 |
20,955
shares
|
$13.9 Million
6.18% of portfolio
|
Q4 2025
Reduced 46.27%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
20,948
shares
|
$13.9 Million
1.17% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
20,943
shares
|
$13.9 Million
13.45% of portfolio
|
Q2 2024
Added 15.66%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 06, 2025 Q3 2025 |
20,932
shares
|
$13.9 Million
5.95% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
Oct 30, 2025 Q3 2025 |
20,930
shares
|
$13.9 Million
8.42% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Cra Financial Services, LLC
|
Jan 15, 2026 Q4 2025 |
20,918
shares
|
$13.9 Million
2.01% of portfolio
|
Q4 2025
Added 3.42%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
20,836
shares
|
$13.9 Million
0.94% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 13, 2025 Q3 2025 |
20,813
shares
|
$13.9 Million
1.17% of portfolio
|
Q3 2025
Reduced 6.72%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
20,777
shares
|
$13.8 Million
2.0% of portfolio
|
Q4 2025
Added 3.15%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
20,763
shares
|
$13.8 Million
1.24% of portfolio
|
Q3 2025
Added 20.35%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
20,743
shares
|
$13.8 Million
1.2% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
20,736
shares
|
$13.8 Million
0.53% of portfolio
|
Q4 2025
Reduced 1.67%
|
|