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 |
|---|---|---|---|---|---|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Oct 28, 2025 Q3 2025 |
20,083
shares
|
$13.4 Million
11.76% of portfolio
|
Q3 2025
Reduced 51.79%
|
|
|
Sequent Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
20,012
shares
|
$13.3 Million
10.08% of portfolio
|
Q2 2025
Added 55.36%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
20,010
shares
|
$13.3 Million
1.0% of portfolio
|
Q3 2025
Added 13.49%
|
|
|
Monetta Financial Services Inc
Wheaton, IL |
Nov 10, 2025 Q3 2025 |
20,000
shares
|
$13.3 Million
9.4% of portfolio
|
Q3 2025
Reduced 6.1%
|
|
|
Precept Management LLC
Dallas, TX |
Nov 14, 2023 Q3 2023 |
20,000
shares
|
$13.3 Million
6.83% of portfolio
|
Q2 2023
Reduced 54.55%
|
|
|
Isomer Partners LP
New York, NY |
Feb 03, 2025 Q4 2024 |
20,000
shares
|
$13.3 Million
15.92% of portfolio
|
Q4 2024
New holding
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Jan 15, 2026 Q4 2025 |
20,000
shares
|
$13.3 Million
2.3% of portfolio
|
Q4 2025
New holding
|
|
|
Schrum Private Wealth Management LLC
|
Nov 07, 2025 Q3 2025 |
19,983
shares
|
$13.3 Million
9.83% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
19,913
shares
|
$13.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
19,832
shares
|
$13.2 Million
0.04% of portfolio
|
Q3 2025
Added 21456.52%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
19,812
shares
|
$13.2 Million
0.24% of portfolio
|
Q3 2025
Added 20.67%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
19,806
shares
|
$13.2 Million
0.01% of portfolio
|
Q4 2023
Reduced 40.81%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 13, 2026 Q4 2025 |
19,779
shares
|
$13.2 Million
1.46% of portfolio
|
Q4 2025
Added 61.79%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
19,776
shares
|
$13.2 Million
2.53% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
19,765
shares
|
$13.2 Million
6.02% of portfolio
|
Q1 2025
Reduced 52.92%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 13, 2026 Q4 2025 |
19,751
shares
|
$13.1 Million
1.06% of portfolio
|
Q4 2025
Reduced 0.15%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
19,749
shares
|
$13.1 Million
0.94% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 07, 2025 Q3 2025 |
19,741
shares
|
$13.1 Million
0.89% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
19,691
shares
|
$13.1 Million
3.26% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
19,678
shares
|
$13.1 Million
0.12% of portfolio
|
Q3 2025
Reduced 8.25%
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
19,672
shares
|
$13.1 Million
2.12% of portfolio
|
Q4 2025
Reduced 0.96%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
19,654
shares
|
$13.1 Million
0.64% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
19,646
shares
|
$13.1 Million
0.8% of portfolio
|
Q2 2025
Reduced 8.5%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 16, 2025 Q3 2025 |
19,633
shares
|
$13.1 Million
1.36% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
First Washington Corp
Seattle, WA |
Nov 13, 2025 Q3 2025 |
19,628
shares
|
$13.1 Million
3.74% of portfolio
|
Q2 2025
Added 34.14%
|
|