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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
19,000
shares
|
$12.6 Million
1.88% of portfolio
|
Q3 2025
Added 7.84%
|
|
|
Seeds Investor LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
18,988
shares
|
$12.6 Million
2.67% of portfolio
|
Q3 2025
Added 217.74%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
18,904
shares
|
$12.6 Million
1.31% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
18,900
shares
|
$12.6 Million
0.55% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 06, 2025 Q3 2025 |
18,877
shares
|
$12.6 Million
8.58% of portfolio
|
Q3 2025
Reduced 4.31%
|
|
|
Sage Mountain Advisors LLC
|
Jan 23, 2026 Q4 2025 |
18,847
shares
|
$12.5 Million
0.69% of portfolio
|
Q4 2025
Added 9.07%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
18,842
shares
|
$12.5 Million
0.11% of portfolio
|
Q1 2024
Reduced 26.76%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
18,813
shares
|
$12.5 Million
3.42% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
First Merchants Corp
|
Jan 12, 2026 Q4 2025 |
18,752
shares
|
$12.5 Million
0.84% of portfolio
|
Q4 2025
Added 1.09%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
18,746
shares
|
$12.5 Million
1.35% of portfolio
|
Q3 2025
Added 424.8%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
18,731
shares
|
$12.5 Million
5.1% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
18,697
shares
|
$12.4 Million
2.12% of portfolio
|
Q4 2022
Added 183.89%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
18,664
shares
|
$12.4 Million
0.25% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
18,641
shares
|
$12.4 Million
1.52% of portfolio
|
Q3 2025
Added 137.4%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
18,637
shares
|
$12.4 Million
3.16% of portfolio
|
Q3 2025
New holding
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
18,605
shares
|
$12.4 Million
0.65% of portfolio
|
Q1 2025
Reduced 67.23%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
18,602
shares
|
$12.4 Million
4.97% of portfolio
|
Q3 2025
Added 4.98%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Jan 23, 2026 Q4 2025 |
18,577
shares
|
$12.4 Million
4.05% of portfolio
|
Q4 2025
Reduced 0.17%
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
18,546
shares
|
$12.3 Million
2.55% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Eagle Strategies LLC
New York, NY |
Jan 22, 2026 Q4 2025 |
18,488
shares
|
$12.3 Million
1.6% of portfolio
|
Q4 2025
Added 7.5%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jan 16, 2026 Q4 2025 |
18,425
shares
|
$12.3 Million
3.28% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
18,402
shares
|
$12.2 Million
3.35% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
18,387
shares
|
$12.2 Million
21.5% of portfolio
|
Q1 2022
Added 5.07%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Jan 14, 2026 Q4 2025 |
18,377
shares
|
$12.2 Million
7.48% of portfolio
|
Q4 2025
Added 0.59%
|
|