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 |
|---|---|---|---|---|---|
|
Balboa Wealth Partners
Newport Beach, CA |
Jan 16, 2026 Q4 2025 |
20,727
shares
|
$13.8 Million
2.41% of portfolio
|
Q4 2025
Reduced 1.83%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Dec 01, 2025 Q3 2025 |
20,714
shares
|
$13.8 Million
3.54% of portfolio
|
Q3 2025
Reduced 5.81%
|
|
|
Berman Mc Aleer LLC
Timonium, MD |
Nov 03, 2025 Q3 2025 |
20,637
shares
|
$13.7 Million
1.93% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
20,618
shares
|
$13.7 Million
0.39% of portfolio
|
Q3 2025
Reduced 39.71%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
20,613
shares
|
$13.7 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Morangie Management LLC
New York, NY |
Jan 16, 2026 Q4 2025 |
20,600
shares
|
$13.7 Million
11.21% of portfolio
|
Q4 2025
Reduced 7.19%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
20,515
shares
|
$13.7 Million
0.91% of portfolio
|
Q3 2025
Added 4.48%
|
|
|
Appleton Partners Inc
|
Jan 09, 2026 Q4 2025 |
20,503
shares
|
$13.6 Million
0.92% of portfolio
|
Q4 2025
Reduced 0.56%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
20,501
shares
|
$13.6 Million
0.51% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
20,475
shares
|
$13.6 Million
0.62% of portfolio
|
Q3 2025
Reduced 7.92%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
20,399
shares
|
$13.6 Million
6.05% of portfolio
|
Q3 2025
Added 139.23%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Oct 27, 2025 Q3 2025 |
20,382
shares
|
$13.6 Million
0.36% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 15, 2026 Q4 2025 |
20,365
shares
|
$13.6 Million
0.73% of portfolio
|
Q4 2025
Reduced 0.72%
|
|
|
Vigilare Wealth Management
|
Jan 07, 2026 Q4 2025 |
20,363
shares
|
$13.6 Million
5.37% of portfolio
|
Q4 2025
Added 170.75%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
20,357
shares
|
$13.6 Million
7.86% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
20,341
shares
|
$13.5 Million
0.59% of portfolio
|
Q3 2025
Added 28.9%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jan 14, 2026 Q4 2025 |
20,306
shares
|
$13.5 Million
3.46% of portfolio
|
Q4 2025
Reduced 0.06%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
20,291
shares
|
$13.5 Million
1.14% of portfolio
|
Q3 2025
Reduced 10.71%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
20,232
shares
|
$13.5 Million
0.92% of portfolio
|
Q4 2025
Added 2.1%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
20,224
shares
|
$13.5 Million
1.41% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
20,217
shares
|
$13.5 Million
0.22% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Nov 14, 2025 Q3 2025 |
20,204
shares
|
$13.4 Million
5.26% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
20,134
shares
|
$13.4 Million
2.2% of portfolio
|
Q3 2025
Reduced 10.96%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
20,119
shares
|
$13.4 Million
0.77% of portfolio
|
Q4 2025
Reduced 9.54%
|
|
|
Financial Guidance Group, Inc.
|
Nov 05, 2025 Q3 2025 |
20,092
shares
|
$13.4 Million
7.01% of portfolio
|
Q3 2025
Added 0.31%
|
|