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 |
|---|---|---|---|---|---|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jan 12, 2026 Q4 2025 |
18,368
shares
|
$12.2 Million
5.34% of portfolio
|
Q4 2025
Reduced 1.08%
|
|
|
Sherman Porfolios, LLC
Coeur D'alene, ID |
Dec 22, 2025 Q3 2025 |
18,311
shares
|
$12.2 Million
4.36% of portfolio
|
Q3 2025
Reduced 15.54%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jan 20, 2026 Q4 2025 |
18,268
shares
|
$12.2 Million
2.69% of portfolio
|
Q4 2025
Reduced 6.54%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 16, 2025 Q3 2025 |
18,262
shares
|
$12.2 Million
7.05% of portfolio
|
Q3 2025
Reduced 9.64%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
18,255
shares
|
$12.2 Million
0.78% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
18,238
shares
|
$12.1 Million
2.92% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
18,203
shares
|
$12.1 Million
0.43% of portfolio
|
Q3 2025
Added 7.9%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
18,181
shares
|
$12.1 Million
0.31% of portfolio
|
Q1 2023
Reduced 1.9%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
18,153
shares
|
$12.1 Million
2.92% of portfolio
|
Q3 2025
Added 8.32%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2025 Q3 2025 |
18,133
shares
|
$12.1 Million
0.05% of portfolio
|
Q3 2025
Added 63.24%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
18,101
shares
|
$12 Million
0.55% of portfolio
|
Q3 2025
Added 14.48%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
18,094
shares
|
$12 Million
1.44% of portfolio
|
Q1 2023
Added 20.64%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
18,060
shares
|
$12 Million
2.48% of portfolio
|
Q4 2025
Added 4.07%
|
|
|
Nbw Capital LLC
|
Aug 13, 2025 Q2 2025 |
17,987
shares
|
$12 Million
2.5% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
17,980
shares
|
$12 Million
1.9% of portfolio
|
Q3 2025
Reduced 17.67%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 10, 2025 Q3 2025 |
17,954
shares
|
$12 Million
8.68% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
17,935
shares
|
$11.9 Million
0.94% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Nov 12, 2025 Q3 2025 |
17,910
shares
|
$11.9 Million
2.22% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
17,851
shares
|
$11.9 Million
0.12% of portfolio
|
Q4 2025
Reduced 2.67%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
17,850
shares
|
$11.9 Million
1.82% of portfolio
|
Q4 2025
Added 14.9%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
17,793
shares
|
$11.8 Million
0.77% of portfolio
|
Q3 2025
Reduced 12.52%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Oct 29, 2025 Q3 2025 |
17,781
shares
|
$11.8 Million
3.96% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
17,764
shares
|
$11.8 Million
2.55% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Northstar Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
17,753
shares
|
$11.8 Million
2.66% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 19, 2025 Q3 2025 |
17,713
shares
|
$11.8 Million
4.98% of portfolio
|
Q3 2025
Added 5.22%
|
|