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 |
|---|---|---|---|---|---|
|
Smith & Howard Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
14,919
shares
|
$9.93 Million
2.83% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
14,914
shares
|
$9.93 Million
1.08% of portfolio
|
Q2 2023
Added 66.04%
|
|
|
Hedeker Wealth, LLC
|
Jan 23, 2026 Q4 2025 |
14,913
shares
|
$9.93 Million
2.33% of portfolio
|
Q4 2025
Reduced 0.62%
|
|
|
Valmark Advisers, Inc.
|
Jan 23, 2026 Q4 2025 |
14,897
shares
|
$9.92 Million
0.13% of portfolio
|
Q4 2025
Reduced 1.59%
|
|
|
Global Trust Asset Management, LLC
|
Jan 20, 2026 Q4 2025 |
14,890
shares
|
$9.91 Million
4.24% of portfolio
|
Q4 2025
Added 47.37%
|
|
|
F
|
Nov 13, 2025 Q3 2025 |
14,863
shares
|
$9.89 Million
0.42% of portfolio
|
Q3 2025
Reduced 10.25%
|
|
|
First American Bank
Dundee, IL |
Jan 20, 2026 Q4 2025 |
14,858
shares
|
$9.89 Million
0.61% of portfolio
|
Q4 2025
Added 0.3%
|
|
|
Cypress Capital Advisors, LLC
Franklin, TN |
Jan 26, 2026 Q4 2025 |
14,836
shares
|
$9.88 Million
5.43% of portfolio
|
Q4 2025
Reduced 2.07%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 28, 2025 Q3 2025 |
14,833
shares
|
$9.87 Million
2.75% of portfolio
|
Q3 2025
Reduced 5.1%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
14,820
shares
|
$9.87 Million
0.72% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Towercrest Capital Management
Newtown, PA |
Jan 21, 2026 Q4 2025 |
14,799
shares
|
$9.85 Million
1.58% of portfolio
|
Q4 2025
Reduced 2.08%
|
|
|
Warwick Investment Management, Inc.
|
Jan 15, 2026 Q4 2025 |
14,749
shares
|
$9.82 Million
1.53% of portfolio
|
Q4 2025
Reduced 5.26%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Oct 27, 2025 Q3 2025 |
14,717
shares
|
$9.8 Million
8.89% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
14,690
shares
|
$9.78 Million
0.56% of portfolio
|
Q4 2024
Added 14.44%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
14,656
shares
|
$9.76 Million
4.61% of portfolio
|
Q3 2025
Reduced 4.9%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jan 26, 2026 Q4 2025 |
14,610
shares
|
$9.73 Million
1.74% of portfolio
|
Q4 2025
Added 20.96%
|
|
|
Cmg Global Holdings, LLC
|
Oct 16, 2025 Q3 2025 |
14,590
shares
|
$9.71 Million
5.09% of portfolio
|
Q3 2025
Added 9.75%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
14,585
shares
|
$9.71 Million
1.87% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
14,538
shares
|
$9.68 Million
0.08% of portfolio
|
Q4 2022
Added 537.35%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
14,520
shares
|
$9.67 Million
1.08% of portfolio
|
Q3 2025
Reduced 19.27%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
14,457
shares
|
$9.62 Million
0.67% of portfolio
|
Q3 2025
Added 62.47%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
14,445
shares
|
$9.62 Million
3.02% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
14,439
shares
|
$9.61 Million
0.66% of portfolio
|
Q4 2025
Added 5.09%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 10, 2025 Q3 2025 |
14,428
shares
|
$9.6 Million
1.68% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Cvfg LLC
Shelbyville, IN |
Nov 10, 2025 Q3 2025 |
14,410
shares
|
$9.59 Million
6.93% of portfolio
|
Q3 2025
Added 3.02%
|
|