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 |
|---|---|---|---|---|---|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
13,380
shares
|
$8.91 Million
0.58% of portfolio
|
Q3 2025
Added 15.84%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
13,356
shares
|
$8.89 Million
1.88% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Nbt Bank N A
|
Jan 23, 2026 Q4 2025 |
13,345
shares
|
$8.88 Million
0.64% of portfolio
|
Q4 2025
Reduced 1.11%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
13,338
shares
|
$8.88 Million
0.83% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Nov 10, 2025 Q3 2025 |
13,255
shares
|
$8.82 Million
1.17% of portfolio
|
Q3 2025
Added 2756.68%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2025 Q3 2025 |
13,254
shares
|
$8.82 Million
2.98% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
13,190
shares
|
$8.78 Million
4.39% of portfolio
|
Q2 2024
Reduced 31.53%
|
|
|
Boston Partners
Boston, MA |
Nov 13, 2025 Q3 2025 |
13,160
shares
|
$8.76 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
13,122
shares
|
$8.73 Million
0.88% of portfolio
|
Q3 2025
Reduced 46.27%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
13,114
shares
|
$8.73 Million
0.3% of portfolio
|
Q3 2022
Added 2.9%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
13,069
shares
|
$8.7 Million
0.7% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Collective Family Office LLC
|
Jan 06, 2026 Q4 2025 |
13,054
shares
|
$8.69 Million
2.02% of portfolio
|
Q4 2025
Added 4.54%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Oct 15, 2025 Q3 2025 |
13,054
shares
|
$8.69 Million
3.03% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
12,999
shares
|
$8.65 Million
3.5% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
12,992
shares
|
$8.65 Million
1.22% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Nov 07, 2025 Q3 2025 |
12,963
shares
|
$8.63 Million
5.93% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
First City Capital Management, Inc.
|
Jan 14, 2026 Q4 2025 |
12,941
shares
|
$8.61 Million
4.78% of portfolio
|
Q4 2025
Reduced 0.23%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
12,937
shares
|
$8.61 Million
0.58% of portfolio
|
Q2 2022
Added 19.89%
|
|
|
Successful Portfolios LLC
|
Jan 22, 2026 Q4 2025 |
12,937
shares
|
$8.61 Million
4.47% of portfolio
|
Q4 2025
Added 2.61%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
12,933
shares
|
$8.61 Million
0.72% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
12,918
shares
|
$8.6 Million
1.43% of portfolio
|
Q3 2025
Added 22.49%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
12,894
shares
|
$8.58 Million
3.84% of portfolio
|
Q2 2024
Reduced 7.16%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Oct 30, 2025 Q3 2025 |
12,891
shares
|
$8.58 Million
3.94% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
12,876
shares
|
$8.57 Million
1.25% of portfolio
|
Q3 2022
Reduced 1.49%
|
|
|
Vontobel Asset Management Inc
New York, NY |
May 15, 2024 Q1 2024 |
12,843
shares
|
$8.55 Million
0.04% of portfolio
|
Q3 2023
New holding
|
|