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 |
|---|---|---|---|---|---|
|
Port Capital LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
11,392
shares
|
$7.58 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Patten Group, Inc.
|
Jan 23, 2026 Q4 2025 |
11,356
shares
|
$7.56 Million
1.46% of portfolio
|
Q4 2025
Reduced 5.42%
|
|
|
Omni Star Financial Group, Inc.
|
Nov 17, 2025 Q3 2025 |
11,350
shares
|
$7.56 Million
4.96% of portfolio
|
Q3 2025
Added 6.01%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 07, 2026 Q4 2025 |
11,344
shares
|
$7.55 Million
1.2% of portfolio
|
Q4 2025
Added 90.69%
|
|
|
Well Done, LLC
|
Jan 13, 2026 Q4 2025 |
11,341
shares
|
$7.55 Million
1.22% of portfolio
|
Q4 2025
Reduced 2.74%
|
|
|
Q3 Asset Management
|
Oct 27, 2025 Q3 2025 |
11,320
shares
|
$7.54 Million
2.58% of portfolio
|
Q3 2025
Added 33.92%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 29, 2025 Q3 2025 |
11,308
shares
|
$7.53 Million
2.76% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 31, 2025 Q3 2025 |
11,297
shares
|
$7.52 Million
1.47% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
11,296
shares
|
$7.52 Million
0.55% of portfolio
|
Q1 2025
Reduced 24.44%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
11,293
shares
|
$7.52 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 30, 2025 Q3 2025 |
11,288
shares
|
$7.51 Million
3.63% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2025 Q3 2025 |
11,279
shares
|
$7.51 Million
2.73% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Nvest Financial, LLC
|
Nov 13, 2025 Q3 2025 |
11,263
shares
|
$7.5 Million
4.69% of portfolio
|
Q3 2025
Reduced 23.88%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
11,244
shares
|
$7.48 Million
0.66% of portfolio
|
Q3 2023
Reduced 1.88%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jan 20, 2026 Q4 2025 |
11,240
shares
|
$7.48 Million
5.49% of portfolio
|
Q4 2025
Added 33.33%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
11,238
shares
|
$7.48 Million
0.94% of portfolio
|
Q3 2023
Reduced 5.8%
|
|
|
Btc Capital Management, Inc.
|
Jan 15, 2026 Q4 2025 |
11,227
shares
|
$7.47 Million
0.54% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
11,227
shares
|
$7.47 Million
0.3% of portfolio
|
Q3 2025
Added 417.37%
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
11,216
shares
|
$7.47 Million
2.71% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
11,201
shares
|
$7.46 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 22, 2026 Q4 2025 |
11,197
shares
|
$7.45 Million
1.28% of portfolio
|
Q4 2025
Reduced 1.93%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
11,193
shares
|
$7.45 Million
0.94% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
11,179
shares
|
$7.44 Million
2.93% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
Nov 14, 2025 Q3 2025 |
11,169
shares
|
$7.43 Million
1.0% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
11,118
shares
|
$7.4 Million
1.78% of portfolio
|
Q3 2023
Reduced 3.5%
|
|