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 |
|---|---|---|---|---|---|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
13,741
shares
|
$9.15 Million
2.34% of portfolio
|
Q4 2025
Reduced 0.07%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
13,740
shares
|
$9.15 Million
0.45% of portfolio
|
Q4 2025
Reduced 2.36%
|
|
|
Formulate Financial LLC
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
13,738
shares
|
$9.14 Million
11.35% of portfolio
|
Q3 2025
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
13,719
shares
|
$9.13 Million
2.3% of portfolio
|
Q3 2025
Added 6.58%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
13,715
shares
|
$9.13 Million
0.4% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
13,711
shares
|
$9.13 Million
3.16% of portfolio
|
Q1 2024
Reduced 4.41%
|
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Jan 12, 2026 Q4 2025 |
13,708
shares
|
$9.13 Million
5.97% of portfolio
|
Q3 2025
New holding
|
|
|
Iron Financial, LLC
|
Oct 24, 2025 Q3 2025 |
13,705
shares
|
$9.12 Million
4.45% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 14, 2025 Q3 2025 |
13,689
shares
|
$9.11 Million
4.39% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Washington Capital Management Inc
|
Oct 28, 2025 Q3 2025 |
13,671
shares
|
$9.1 Million
6.77% of portfolio
|
Q4 2024
Reduced 3.97%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
13,648
shares
|
$9.09 Million
5.36% of portfolio
|
Q3 2025
Reduced 9.62%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
13,632
shares
|
$9.07 Million
0.3% of portfolio
|
Q3 2025
Reduced 22.56%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Jan 15, 2026 Q4 2025 |
13,556
shares
|
$9.02 Million
6.6% of portfolio
|
Q4 2025
Reduced 5.4%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
13,552
shares
|
$9.02 Million
0.91% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
13,547
shares
|
$9.02 Million
0.75% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
13,517
shares
|
$9 Million
0.36% of portfolio
|
Q3 2025
Added 46.05%
|
|
|
Sitrin Capital Management LLC
|
Oct 22, 2025 Q3 2025 |
13,513
shares
|
$9 Million
4.7% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
13,495
shares
|
$8.98 Million
1.47% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Oct 09, 2025 Q3 2025 |
13,476
shares
|
$8.97 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
13,475
shares
|
$8.97 Million
0.01% of portfolio
|
Q3 2025
Added 68.35%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
13,416
shares
|
$8.93 Million
1.58% of portfolio
|
Q3 2025
Added 44.69%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
13,412
shares
|
$8.93 Million
4.28% of portfolio
|
Q3 2023
Reduced 0.4%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Apr 14, 2025 Q1 2025 |
13,410
shares
|
$8.93 Million
1.1% of portfolio
|
Q4 2023
Reduced 3.94%
|
|
|
Clear Street LLC
|
Aug 13, 2025 Q2 2025 |
13,408
shares
|
$8.93 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
13,388
shares
|
$8.91 Million
1.59% of portfolio
|
Q3 2025
Reduced 1.97%
|
|