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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Equity Wealth Partners, LLC
Independence, MO |
Jan 26, 2026 Q4 2025 |
16,275
shares
|
$10.8 Million
7.2% of portfolio
|
Q4 2025
Added 22.16%
|
|
|
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%
|
|
|
Asl Financial, LLC
Los Gatos, CA |
Jan 16, 2026 Q4 2025 |
16,269
shares
|
$10.8 Million
8.71% of portfolio
|
Q4 2025
New holding
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
16,228
shares
|
$10.8 Million
0.82% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Codex Capital, L.L.C.
New York, NY |
May 07, 2024 Q1 2024 |
16,220
shares
|
$10.8 Million
4.14% of portfolio
|
Q2 2021
Added 2.01%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 14, 2025 Q2 2025 |
16,209
shares
|
$10.8 Million
0.49% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Mount Capital LTD
|
Nov 13, 2025 Q3 2025 |
16,200
shares
|
$10.8 Million
3.87% of portfolio
|
Q3 2025
Reduced 32.78%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
16,187
shares
|
$10.8 Million
0.41% of portfolio
|
Q3 2025
Reduced 9.27%
|
|
|
First International Bank Of Israel Ltd.
Tel Aviv, |
Nov 12, 2025 Q3 2025 |
16,172
shares
|
$10.8 Million
6.11% of portfolio
|
Q3 2025
Added 6.21%
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
16,134
shares
|
$10.7 Million
0.42% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
16,128
shares
|
$10.7 Million
0.57% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
16,123
shares
|
$10.7 Million
0.91% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 21, 2026 Q4 2025 |
16,091
shares
|
$10.7 Million
0.3% of portfolio
|
Q4 2025
Reduced 7.98%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 13, 2025 Q3 2025 |
16,054
shares
|
$10.7 Million
2.26% of portfolio
|
Q3 2025
Reduced 89.7%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2025 Q3 2025 |
16,051
shares
|
$10.7 Million
1.12% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
16,039
shares
|
$10.7 Million
0.62% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
16,003
shares
|
$10.7 Million
0.66% of portfolio
|
Q3 2025
Added 553.18%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
15,985
shares
|
$10.6 Million
7.05% of portfolio
|
Q3 2022
Added 1.89%
|
|
|
Rb Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
15,966
shares
|
$10.6 Million
2.35% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Watershed Asset Management, L.L.C.
|
Feb 02, 2024 Q4 2023 |
15,946
shares
|
$10.6 Million
8.88% of portfolio
|
Q4 2023
Added 14.67%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
15,940
shares
|
$10.6 Million
7.38% of portfolio
|
Q2 2022
Reduced 2.06%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
15,929
shares
|
$10.6 Million
0.02% of portfolio
|
Q4 2025
Reduced 71.19%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
15,922
shares
|
$10.6 Million
0.94% of portfolio
|
Q4 2025
Reduced 0.19%
|
|