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 |
|---|---|---|---|---|---|
|
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%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jan 12, 2026 Q4 2025 |
12,327
shares
|
$8.21 Million
2.35% of portfolio
|
Q4 2025
Reduced 6.8%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Jan 15, 2026 Q4 2025 |
12,312
shares
|
$8.2 Million
3.88% of portfolio
|
Q4 2025
Added 0.2%
|
|
|
Colorado Capital Management, Inc.
|
Jan 22, 2026 Q4 2025 |
12,301
shares
|
$8.19 Million
3.15% of portfolio
|
Q4 2025
Reduced 1.13%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
12,299
shares
|
$8.19 Million
0.58% of portfolio
|
Q4 2023
Reduced 2.9%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Nov 07, 2025 Q3 2025 |
12,298
shares
|
$8.19 Million
0.76% of portfolio
|
Q3 2025
Added 14.99%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jan 12, 2026 Q4 2025 |
12,289
shares
|
$8.18 Million
1.41% of portfolio
|
Q4 2025
Added 2.91%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
12,287
shares
|
$8.18 Million
0.98% of portfolio
|
Q3 2025
Added 5.04%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
12,278
shares
|
$8.17 Million
0.72% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Corundum Group, Inc.
|
Jan 12, 2026 Q4 2025 |
12,277
shares
|
$8.17 Million
2.87% of portfolio
|
Q4 2025
Added 2.99%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
12,276
shares
|
$8.17 Million
0.3% of portfolio
|
Q3 2025
Added 6.32%
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Jan 20, 2026 Q4 2025 |
12,275
shares
|
$8.17 Million
1.12% of portfolio
|
Q4 2025
New holding
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 03, 2025 Q3 2025 |
12,230
shares
|
$8.14 Million
2.1% of portfolio
|
Q3 2025
Reduced 5.92%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
12,226
shares
|
$8.14 Million
6.34% of portfolio
|
Q3 2025
Added 5.54%
|
|
|
Cliffwater LLC
Marina Del Rey, CA |
Nov 13, 2025 Q3 2025 |
12,204
shares
|
$8.12 Million
2.07% of portfolio
|
Q1 2021
Reduced 5.07%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 16, 2026 Q4 2025 |
12,197
shares
|
$8.12 Million
2.15% of portfolio
|
Q4 2025
Added 0.94%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
12,196
shares
|
$8.12 Million
3.36% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Nov 13, 2025 Q3 2025 |
12,194
shares
|
$8.12 Million
5.86% of portfolio
|
Q3 2025
Reduced 32.02%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Nov 03, 2025 Q3 2025 |
12,139
shares
|
$8.08 Million
6.66% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
12,130
shares
|
$8.07 Million
0.19% of portfolio
|
Q3 2025
Added 9.66%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 21, 2026 Q4 2025 |
12,127
shares
|
$8.07 Million
2.52% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
12,123
shares
|
$8.07 Million
0.92% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
12,100
shares
|
$8.05 Million
5.32% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 07, 2026 Q4 2025 |
12,087
shares
|
$8.05 Million
1.95% of portfolio
|
Q4 2025
Added 3.51%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 04, 2025 Q3 2025 |
12,048
shares
|
$8.02 Million
1.4% of portfolio
|
Q3 2025
Added 0.41%
|
|