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 |
|---|---|---|---|---|---|
|
Roger Wittlin Investment Advisory, LLC
|
Jan 20, 2026 Q4 2025 |
12,821
shares
|
$8.53 Million
6.13% of portfolio
|
Q4 2025
Reduced 12.41%
|
|
|
Burns J W & CO Inc
|
Jan 12, 2026 Q4 2025 |
12,781
shares
|
$8.51 Million
0.95% of portfolio
|
Q4 2025
Added 0.52%
|
|
|
Paragon Capital Management LTD
|
Oct 15, 2025 Q3 2025 |
12,779
shares
|
$8.51 Million
1.71% of portfolio
|
Q3 2025
Reduced 23.2%
|
|
|
Abner Herrman & Brock LLC
|
Jan 06, 2026 Q4 2025 |
12,730
shares
|
$8.47 Million
0.89% of portfolio
|
Q4 2025
Reduced 1.76%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
12,725
shares
|
$8.47 Million
0.4% of portfolio
|
Q1 2025
Added 8.67%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
12,706
shares
|
$8.46 Million
0.24% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
12,691
shares
|
$8.45 Million
0.13% of portfolio
|
Q3 2025
Added 6.97%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 28, 2025 Q3 2025 |
12,688
shares
|
$8.45 Million
1.75% of portfolio
|
Q3 2025
Reduced 25.54%
|
|
|
West Bancorporation Inc
|
Oct 23, 2025 Q3 2025 |
12,676
shares
|
$8.44 Million
4.86% of portfolio
|
Q3 2025
Added 12.72%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
12,658
shares
|
$8.43 Million
0.76% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
12,656
shares
|
$8.42 Million
1.95% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
12,650
shares
|
$8.42 Million
1.69% of portfolio
|
Q3 2025
Added 11.4%
|
|
|
Savoie Capital LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
12,613
shares
|
$8.4 Million
0.97% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 23, 2025 Q3 2025 |
12,605
shares
|
$8.39 Million
4.47% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jan 20, 2026 Q4 2025 |
12,568
shares
|
$8.37 Million
6.95% of portfolio
|
Q4 2025
Added 4.1%
|
|
|
Covenant Asset Management, LLC
|
Oct 30, 2025 Q3 2025 |
12,518
shares
|
$8.33 Million
0.98% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
12,512
shares
|
$8.33 Million
2.58% of portfolio
|
Q3 2025
Added 3290.79%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
12,510
shares
|
$8.33 Million
1.41% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
12,495
shares
|
$8.32 Million
0.52% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
12,447
shares
|
$8.29 Million
2.18% of portfolio
|
Q4 2023
Reduced 2.77%
|
|
|
Kanawha Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
12,400
shares
|
$8.25 Million
0.58% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Annex Advisory Services, LLC
|
Jan 23, 2026 Q4 2025 |
12,397
shares
|
$8.25 Million
0.2% of portfolio
|
Q4 2025
Reduced 0.84%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
12,390
shares
|
$8.25 Million
0.01% of portfolio
|
Q3 2025
Reduced 35.45%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
12,385
shares
|
$8.24 Million
5.66% of portfolio
|
Q2 2025
Reduced 12.98%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 20, 2026 Q4 2025 |
12,343
shares
|
$8.22 Million
0.61% of portfolio
|
Q4 2025
Added 5.57%
|
|