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 |
|---|---|---|---|---|---|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
17,660
shares
|
$11.8 Million
0.49% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
17,650
shares
|
$11.7 Million
5.27% of portfolio
|
Q3 2025
Reduced 8.34%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
17,638
shares
|
$11.7 Million
2.15% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Sage Capital Advisors,Llc
|
Jan 06, 2026 Q4 2025 |
17,629
shares
|
$11.7 Million
2.73% of portfolio
|
Q4 2025
Added 0.84%
|
|
|
South Shore Capital Advisors
|
Jan 21, 2026 Q4 2025 |
17,585
shares
|
$11.7 Million
8.82% of portfolio
|
Q4 2025
Added 431.43%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
17,581
shares
|
$11.7 Million
2.11% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Nvwm, LLC
|
Jan 20, 2026 Q4 2025 |
17,480
shares
|
$11.6 Million
2.66% of portfolio
|
Q4 2025
Added 94.61%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
17,470
shares
|
$11.6 Million
1.32% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2025 Q3 2025 |
17,462
shares
|
$11.6 Million
1.52% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Weil Company, Inc.
|
Jan 14, 2026 Q4 2025 |
17,400
shares
|
$11.6 Million
3.25% of portfolio
|
Q4 2025
Reduced 5.01%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 20, 2026 Q4 2025 |
17,387
shares
|
$11.6 Million
3.45% of portfolio
|
Q4 2025
Reduced 1.16%
|
|
|
Spears Abacus Advisors LLC
|
Nov 14, 2025 Q3 2025 |
17,362
shares
|
$11.6 Million
0.25% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Gqg Partners LLC
Ft. Lauderdale, FL |
Nov 13, 2025 Q3 2025 |
17,336
shares
|
$11.5 Million
0.02% of portfolio
|
Q3 2025
Reduced 9.63%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
17,301
shares
|
$11.5 Million
4.85% of portfolio
|
Q2 2025
Reduced 5.67%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
17,296
shares
|
$11.5 Million
0.97% of portfolio
|
Q3 2025
New holding
|
|
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
Nov 13, 2025 Q3 2025 |
17,270
shares
|
$11.5 Million
4.33% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Cordant, Inc.
Portland, OR |
Jan 12, 2026 Q4 2025 |
17,202
shares
|
$11.5 Million
4.92% of portfolio
|
Q4 2025
Reduced 6.76%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
17,150
shares
|
$11.4 Million
1.66% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Jan 22, 2026 Q4 2025 |
17,053
shares
|
$11.4 Million
8.1% of portfolio
|
Q4 2025
Reduced 2.32%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
17,034
shares
|
$11.3 Million
6.97% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
17,004
shares
|
$11.3 Million
0.36% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Cfm Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
17,001
shares
|
$11.3 Million
1.66% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Wernau Asset Management Inc.
Gloucester, MA |
Jan 21, 2026 Q4 2025 |
16,948
shares
|
$11.3 Million
6.25% of portfolio
|
Q4 2025
Reduced 1.34%
|
|
|
Oxinas Partners Wealth Management LLC
|
Nov 06, 2025 Q3 2025 |
16,905
shares
|
$11.3 Million
6.5% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
16,876
shares
|
$11.2 Million
3.6% of portfolio
|
Q4 2025
Added 1.65%
|
|