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 |
|---|---|---|---|---|---|
|
Tfo Tdc, LLC
|
Oct 20, 2025 Q3 2025 |
19,583
shares
|
$13 Million
2.15% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Northside Capital Management, LLC
|
Jan 07, 2026 Q4 2025 |
19,560
shares
|
$13 Million
1.2% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Boxwood Ventures, Inc.
|
Nov 14, 2025 Q3 2025 |
19,550
shares
|
$13 Million
14.98% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
19,547
shares
|
$13 Million
2.07% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Kg&L Capital Management,Llc
|
Jan 22, 2026 Q4 2025 |
19,545
shares
|
$13 Million
3.01% of portfolio
|
Q4 2025
Added 0.34%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
19,532
shares
|
$13 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Nov 12, 2025 Q3 2025 |
19,466
shares
|
$13 Million
1.12% of portfolio
|
Q3 2025
Reduced 21.42%
|
|
|
Rpo LLC
Stamford, CT |
Nov 12, 2025 Q3 2025 |
19,437
shares
|
$12.9 Million
1.44% of portfolio
|
Q3 2025
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
19,406
shares
|
$12.9 Million
2.45% of portfolio
|
Q3 2025
Added 1180.92%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
19,395
shares
|
$12.9 Million
1.65% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Paulson Wealth Management Inc.
|
Nov 03, 2025 Q3 2025 |
19,337
shares
|
$12.9 Million
3.15% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
19,330
shares
|
$12.9 Million
1.93% of portfolio
|
Q4 2022
Reduced 5.53%
|
|
|
Edgewood Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
19,284
shares
|
$12.8 Million
0.05% of portfolio
|
Q3 2025
Added 12.13%
|
|
|
Lansing Street Advisors
|
Nov 10, 2025 Q3 2025 |
19,229
shares
|
$12.8 Million
3.64% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 07, 2025 Q3 2025 |
19,219
shares
|
$12.8 Million
1.14% of portfolio
|
Q3 2025
Reduced 8.78%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
19,205
shares
|
$12.8 Million
1.32% of portfolio
|
Q4 2025
Reduced 0.29%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
19,204
shares
|
$12.8 Million
5.58% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
19,180
shares
|
$12.8 Million
1.51% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Lvm Capital Management LTD
|
Jan 12, 2026 Q4 2025 |
19,177
shares
|
$12.8 Million
1.2% of portfolio
|
Q4 2025
Reduced 0.5%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Jan 14, 2026 Q4 2025 |
19,172
shares
|
$12.8 Million
1.06% of portfolio
|
Q4 2025
Added 321.64%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Oct 17, 2025 Q3 2025 |
19,106
shares
|
$12.7 Million
0.97% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
19,064
shares
|
$12.7 Million
0.4% of portfolio
|
Q3 2025
Reduced 32.21%
|
|
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
Nov 05, 2025 Q3 2025 |
19,033
shares
|
$12.7 Million
0.84% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Mc Lean Asset Management Corp
|
Jan 15, 2026 Q4 2025 |
19,029
shares
|
$12.7 Million
2.35% of portfolio
|
Q4 2025
Reduced 0.12%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
19,023
shares
|
$12.7 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.51%
|
|