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 |
|---|---|---|---|---|---|
|
Iron Bridge Private Wealth, LLC
|
Oct 30, 2025 Q3 2025 |
16,864
shares
|
$11.2 Million
3.95% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Zevin Asset Management LLC
|
Nov 10, 2025 Q3 2025 |
16,863
shares
|
$11.2 Million
1.63% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
16,845
shares
|
$11.2 Million
1.02% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
16,809
shares
|
$11.2 Million
1.6% of portfolio
|
Q1 2023
Reduced 1.0%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
16,808
shares
|
$11.2 Million
3.11% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
16,806
shares
|
$11.2 Million
4.42% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
16,787
shares
|
$11.2 Million
0.75% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
X Square Capital, LLC
|
Nov 10, 2025 Q3 2025 |
16,720
shares
|
$11.1 Million
3.48% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Nov 14, 2025 Q3 2025 |
16,690
shares
|
$11.1 Million
0.08% of portfolio
|
Q3 2025
Reduced 8.49%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
16,682
shares
|
$11.1 Million
0.83% of portfolio
|
Q3 2025
Reduced 11.88%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Nov 04, 2025 Q3 2025 |
16,681
shares
|
$11.1 Million
4.42% of portfolio
|
Q3 2025
Added 6.36%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
16,678
shares
|
$11.1 Million
1.77% of portfolio
|
Q2 2022
Added 0.02%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
16,631
shares
|
$11.1 Million
2.0% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
16,587
shares
|
$11 Million
0.02% of portfolio
|
Q3 2025
Added 8.28%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
16,567
shares
|
$11 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 14, 2026 Q4 2025 |
16,566
shares
|
$11 Million
7.11% of portfolio
|
Q4 2025
Added 1.78%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 20, 2025 Q3 2025 |
16,553
shares
|
$11 Million
6.82% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
State Of Alaska, Department Of Revenue
|
Jan 23, 2026 Q4 2025 |
16,545
shares
|
$11 Million
0.12% of portfolio
|
Q4 2025
Added 187.09%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
16,534
shares
|
$11 Million
2.31% of portfolio
|
Q4 2025
Reduced 0.6%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
16,507
shares
|
$11 Million
0.45% of portfolio
|
Q3 2025
Added 22.85%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 15, 2026 Q4 2025 |
16,418
shares
|
$10.9 Million
4.56% of portfolio
|
Q4 2025
Reduced 0.45%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
16,395
shares
|
$10.9 Million
0.45% of portfolio
|
Q2 2022
Added 1.12%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Nov 14, 2025 Q3 2025 |
16,368
shares
|
$10.9 Million
13.12% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Ryan Investment Management, Inc.
Basalt, CO |
Jan 12, 2026 Q4 2025 |
16,271
shares
|
$10.8 Million
6.14% of portfolio
|
Q4 2025
Reduced 27.64%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Oct 31, 2025 Q3 2025 |
16,270
shares
|
$10.8 Million
4.04% of portfolio
|
Q3 2025
Added 8.83%
|
|