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 |
|---|---|---|---|---|---|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
15,795
shares
|
$10.5 Million
1.05% of portfolio
|
Q4 2025
Reduced 9.88%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
15,793
shares
|
$10.5 Million
4.01% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
15,778
shares
|
$10.5 Million
1.17% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Seaview Investment Managers LLC
|
Nov 06, 2025 Q3 2025 |
15,750
shares
|
$10.5 Million
4.1% of portfolio
|
Q3 2025
Reduced 43.95%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
15,744
shares
|
$10.5 Million
2.51% of portfolio
|
Q4 2025
Added 15.37%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
15,728
shares
|
$10.5 Million
0.4% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Confluence Investment Management LLC
|
Jan 05, 2026 Q4 2025 |
15,723
shares
|
$10.5 Million
0.17% of portfolio
|
Q4 2025
Reduced 8.17%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
15,720
shares
|
$10.5 Million
1.26% of portfolio
|
Q3 2025
Added 29.29%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
15,709
shares
|
$10.5 Million
1.29% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
15,702
shares
|
$10.5 Million
2.5% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 07, 2026 Q4 2025 |
15,700
shares
|
$10.5 Million
3.1% of portfolio
|
Q4 2025
Reduced 3.52%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
15,695
shares
|
$10.4 Million
1.82% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Providence Financial Advisors, LLC
Overland Park, KS |
Nov 07, 2025 Q3 2025 |
15,668
shares
|
$10.4 Million
9.96% of portfolio
|
Q3 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
15,662
shares
|
$10.4 Million
3.36% of portfolio
|
Q2 2022
Reduced 22.23%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
15,658
shares
|
$10.4 Million
0.87% of portfolio
|
Q3 2025
Reduced 6.7%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2025 Q3 2025 |
15,650
shares
|
$10.4 Million
0.22% of portfolio
|
Q3 2025
Reduced 37.78%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
15,645
shares
|
$10.4 Million
4.43% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 13, 2025 Q3 2025 |
15,645
shares
|
$10.4 Million
1.86% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
15,637
shares
|
$10.4 Million
5.4% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
15,633
shares
|
$10.4 Million
2.19% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
15,622
shares
|
$10.4 Million
0.78% of portfolio
|
Q4 2025
Reduced 21.13%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jan 08, 2026 Q4 2025 |
15,617
shares
|
$10.4 Million
3.12% of portfolio
|
Q4 2025
Reduced 4.12%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
15,615
shares
|
$10.4 Million
0.97% of portfolio
|
Q3 2025
Reduced 14.77%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
15,589
shares
|
$10.4 Million
0.36% of portfolio
|
Q3 2025
Added 43.85%
|
|
|
Nelson Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
15,576
shares
|
$10.4 Million
1.25% of portfolio
|
Q3 2025
Reduced 2.34%
|
|