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 |
|---|---|---|---|---|---|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 05, 2025 Q3 2025 |
11,764
shares
|
$7.83 Million
2.73% of portfolio
|
Q3 2025
Added 6.05%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
11,738
shares
|
$7.81 Million
0.08% of portfolio
|
Q3 2025
Added 38.4%
|
|
|
Paradigm Financial Partners, LLC
|
Jan 26, 2026 Q4 2025 |
11,731
shares
|
$7.81 Million
0.82% of portfolio
|
Q4 2025
Added 4.04%
|
|
|
Warner Group LLC
Madison, CT |
Nov 06, 2025 Q3 2025 |
11,723
shares
|
$7.8 Million
5.38% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Fin Capital, Inc.
|
Jan 23, 2026 Q4 2025 |
11,720
shares
|
$7.8 Million
1.25% of portfolio
|
Q4 2025
Reduced 0.23%
|
|
|
Arch Point Investors
Coral Gables, FL |
Nov 12, 2025 Q3 2025 |
11,719
shares
|
$7.8 Million
2.19% of portfolio
|
Q2 2025
Added 78.13%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
11,667
shares
|
$7.77 Million
5.52% of portfolio
|
Q3 2025
Added 16.45%
|
|
|
Corsicana & Co.
|
Jan 07, 2026 Q4 2025 |
11,666
shares
|
$7.77 Million
4.25% of portfolio
|
Q4 2025
Reduced 0.53%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
11,655
shares
|
$7.76 Million
1.81% of portfolio
|
Q3 2025
Reduced 49.85%
|
|
|
Signify Wealth
|
Feb 06, 2025 Q4 2024 |
11,645
shares
|
$7.75 Million
8.07% of portfolio
|
Q4 2024
Added 6.85%
|
|
|
Providence First Trust CO
|
Oct 29, 2025 Q3 2025 |
11,604
shares
|
$7.72 Million
2.74% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
11,601
shares
|
$7.72 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
11,576
shares
|
$7.71 Million
1.74% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
J. Goldman & CO LP
New York, NY |
Nov 14, 2025 Q3 2025 |
11,570
shares
|
$7.7 Million
0.23% of portfolio
|
Q3 2025
Reduced 15.68%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
11,558
shares
|
$7.69 Million
0.49% of portfolio
|
Q4 2025
Added 21.24%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
11,543
shares
|
$7.68 Million
0.32% of portfolio
|
Q3 2025
Reduced 6.06%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
11,535
shares
|
$7.68 Million
1.31% of portfolio
|
Q3 2025
Reduced 8.9%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Jan 14, 2026 Q4 2025 |
11,532
shares
|
$7.68 Million
5.24% of portfolio
|
Q4 2025
Added 2.02%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
11,522
shares
|
$7.67 Million
0.58% of portfolio
|
Q2 2024
Added 22.15%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Oct 28, 2025 Q3 2025 |
11,517
shares
|
$7.67 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
11,514
shares
|
$7.66 Million
1.25% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Truepoint, Inc.
|
Nov 12, 2025 Q3 2025 |
11,469
shares
|
$7.63 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Jan 23, 2026 Q4 2025 |
11,453
shares
|
$7.62 Million
1.82% of portfolio
|
Q4 2025
Reduced 29.53%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 17, 2025 Q3 2025 |
11,441
shares
|
$7.62 Million
0.93% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 16, 2025 Q3 2025 |
11,413
shares
|
$7.6 Million
0.38% of portfolio
|
Q3 2025
Added 16.04%
|
|