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 |
|---|---|---|---|---|---|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
14,345
shares
|
$9.55 Million
0.32% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 21, 2026 Q4 2025 |
14,292
shares
|
$9.51 Million
3.58% of portfolio
|
Q4 2025
Reduced 5.47%
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
14,286
shares
|
$9.51 Million
0.41% of portfolio
|
Q4 2025
Reduced 2.43%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 24, 2025 Q3 2025 |
14,216
shares
|
$9.46 Million
1.87% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 04, 2025 Q3 2025 |
14,157
shares
|
$9.42 Million
1.78% of portfolio
|
Q3 2025
Reduced 4.99%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
14,114
shares
|
$9.4 Million
0.75% of portfolio
|
Q3 2025
Added 20.16%
|
|
|
Cambridge Associates LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
14,100
shares
|
$9.39 Million
0.17% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
14,090
shares
|
$9.38 Million
7.44% of portfolio
|
Q3 2025
Reduced 12.4%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
14,067
shares
|
$9.36 Million
3.36% of portfolio
|
Q3 2025
Added 15.26%
|
|
|
Roman Butler Fullerton & CO
|
Jan 26, 2026 Q4 2025 |
14,056
shares
|
$9.36 Million
2.66% of portfolio
|
Q4 2025
Added 4.87%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
14,052
shares
|
$9.35 Million
3.61% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
14,025
shares
|
$9.34 Million
2.11% of portfolio
|
Q1 2023
Added 0.76%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 07, 2025 Q3 2025 |
14,023
shares
|
$9.33 Million
2.5% of portfolio
|
Q3 2025
Reduced 27.64%
|
|
|
Helen Stephens Group, LLC
|
Jan 05, 2026 Q4 2025 |
14,020
shares
|
$9.33 Million
2.02% of portfolio
|
Q4 2025
Added 0.34%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
13,967
shares
|
$9.3 Million
7.94% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
13,874
shares
|
$9.24 Million
13.46% of portfolio
|
Q3 2023
Reduced 57.99%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Jan 14, 2026 Q4 2025 |
13,866
shares
|
$9.23 Million
5.35% of portfolio
|
Q4 2025
Reduced 13.74%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
13,864
shares
|
$9.23 Million
3.05% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 23, 2025 Q3 2025 |
13,834
shares
|
$9.21 Million
0.79% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
13,823
shares
|
$9.2 Million
0.73% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
13,817
shares
|
$9.2 Million
0.79% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
13,805
shares
|
$9.19 Million
0.71% of portfolio
|
Q4 2025
Reduced 1.1%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Nov 04, 2025 Q3 2025 |
13,792
shares
|
$9.18 Million
43.02% of portfolio
|
Q3 2025
Reduced 63.65%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
13,786
shares
|
$9.18 Million
1.47% of portfolio
|
Q2 2025
Reduced 8.04%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Nov 05, 2025 Q3 2025 |
13,762
shares
|
$9.16 Million
4.65% of portfolio
|
Q3 2025
Reduced 2.19%
|
|