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 |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
Jan 26, 2026 Q4 2025 |
12,043
shares
|
$8.02 Million
0.55% of portfolio
|
Q4 2025
Added 5.13%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
12,040
shares
|
$8.01 Million
1.03% of portfolio
|
Q3 2025
Added 1412.56%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
12,015
shares
|
$8 Million
0.8% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Moelis Asset Management LP
New York, NY |
Aug 01, 2023 Q2 2023 |
12,000
shares
|
$7.99 Million
100.0% of portfolio
|
Q2 2023
Reduced 17.24%
|
|
|
Canoe Financial LP
Calgary, A0 |
Jan 14, 2026 Q4 2025 |
11,999
shares
|
$7.99 Million
0.14% of portfolio
|
Q4 2025
Reduced 8.59%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
11,984
shares
|
$7.98 Million
3.99% of portfolio
|
Q1 2024
New holding
|
|
|
Kettle Hill Capital Management, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
11,981
shares
|
$7.98 Million
1.91% of portfolio
|
Q3 2025
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
11,977
shares
|
$7.97 Million
0.18% of portfolio
|
Q3 2025
Reduced 4.39%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
11,940
shares
|
$7.95 Million
0.21% of portfolio
|
Q3 2025
Added 30.65%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
11,935
shares
|
$7.94 Million
0.38% of portfolio
|
Q3 2022
Reduced 53.41%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Nov 10, 2025 Q3 2025 |
11,932
shares
|
$7.94 Million
0.51% of portfolio
|
Q3 2025
New holding
|
|
|
Dbk Financial Counsel, LLC
|
Jan 26, 2026 Q4 2025 |
11,926
shares
|
$7.94 Million
6.43% of portfolio
|
Q4 2025
Reduced 0.4%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Nov 12, 2025 Q3 2025 |
11,926
shares
|
$7.94 Million
1.72% of portfolio
|
Q3 2025
Added 257.49%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 28, 2025 Q3 2025 |
11,888
shares
|
$7.91 Million
1.11% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Jan 21, 2026 Q4 2025 |
11,886
shares
|
$7.91 Million
6.84% of portfolio
|
Q4 2025
Reduced 1.93%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Nov 13, 2025 Q3 2025 |
11,875
shares
|
$7.9 Million
3.93% of portfolio
|
Q3 2025
Reduced 85.09%
|
|
|
Absolute Capital Management, LLC
|
Nov 03, 2025 Q3 2025 |
11,856
shares
|
$7.89 Million
3.49% of portfolio
|
Q3 2025
Added 21.23%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
Dec 03, 2025 Q3 2025 |
11,842
shares
|
$7.88 Million
3.66% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
11,814
shares
|
$7.86 Million
0.86% of portfolio
|
Q4 2023
Added 9.15%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
11,806
shares
|
$7.86 Million
0.61% of portfolio
|
Q3 2023
Reduced 0.75%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Nov 12, 2025 Q3 2025 |
11,805
shares
|
$7.86 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
M.D. Sass Investors Services, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
11,800
shares
|
$7.85 Million
0.76% of portfolio
|
Q3 2025
Reduced 7.74%
|
|
|
Herbst Group, LLC
Westport, CT |
Jan 16, 2026 Q4 2025 |
11,788
shares
|
$7.85 Million
4.96% of portfolio
|
Q4 2025
Added 6.96%
|
|
|
Clear Street Group Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
11,787
shares
|
$7.85 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
11,766
shares
|
$7.83 Million
2.59% of portfolio
|
Q3 2025
Reduced 5.49%
|
|