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 |
|---|---|---|---|---|---|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Oct 23, 2025 Q3 2025 |
15,570
shares
|
$10.4 Million
6.4% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
15,531
shares
|
$10.3 Million
2.92% of portfolio
|
Q3 2025
Reduced 4.79%
|
|
|
Ackerman Asset Management, LLC
Rockville, MD |
Nov 13, 2025 Q3 2025 |
15,456
shares
|
$10.3 Million
7.37% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
15,446
shares
|
$10.3 Million
0.67% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Jackson Square Capital, LLC
|
Jan 21, 2026 Q4 2025 |
15,430
shares
|
$10.3 Million
2.32% of portfolio
|
Q4 2025
Added 0.94%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
15,410
shares
|
$10.3 Million
1.14% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
15,397
shares
|
$10.2 Million
1.12% of portfolio
|
Q4 2025
Added 0.12%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 10, 2025 Q3 2025 |
15,352
shares
|
$10.2 Million
0.6% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
15,326
shares
|
$10.2 Million
5.59% of portfolio
|
Q2 2023
Added 0.22%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
15,296
shares
|
$10.2 Million
3.58% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
Nov 14, 2025 Q3 2025 |
15,289
shares
|
$10.2 Million
8.74% of portfolio
|
Q3 2025
Added 18.99%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
15,263
shares
|
$10.2 Million
0.67% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
15,238
shares
|
$10.1 Million
0.52% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
15,230
shares
|
$10.1 Million
0.03% of portfolio
|
Q3 2025
Reduced 62.97%
|
|
|
Global Strategic Investment Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
15,195
shares
|
$10.1 Million
1.07% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
15,159
shares
|
$10.1 Million
0.12% of portfolio
|
Q4 2025
Added 0.23%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 21, 2025 Q3 2025 |
15,117
shares
|
$10.1 Million
1.19% of portfolio
|
Q3 2025
Reduced 12.75%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
15,096
shares
|
$10 Million
2.34% of portfolio
|
Q3 2025
Added 68.18%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
15,044
shares
|
$10 Million
0.29% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Greenvale Capital LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
15,000
shares
|
$9.99 Million
0.95% of portfolio
|
Q3 2025
Reduced 30.23%
|
|
|
Wilmar Advisors LLC
Juno Beach, FL |
Nov 13, 2025 Q3 2025 |
15,000
shares
|
$9.99 Million
8.2% of portfolio
|
Q4 2024
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
14,966
shares
|
$9.96 Million
2.8% of portfolio
|
Q3 2023
Reduced 2.84%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 15, 2025 Q3 2025 |
14,966
shares
|
$9.96 Million
8.1% of portfolio
|
Q3 2025
Reduced 11.56%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
14,939
shares
|
$9.94 Million
0.0% of portfolio
|
Q3 2025
Added 142.91%
|
|
|
Gen Wealth Group, Inc.
|
Jan 12, 2026 Q4 2025 |
14,922
shares
|
$9.93 Million
1.68% of portfolio
|
Q4 2025
Reduced 0.15%
|
|