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 5,354 institutions that hold shares in the stock, with a total of 560 Million shares, which have been reported (via 13F filing form) to have a value of $373 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Surience Private Wealth LLC
|
Jan 16, 2026 Q4 2025 |
11,047
shares
|
$7.35 Million
7.94% of portfolio
|
Q4 2025
Reduced 5.62%
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
Oct 28, 2025 Q3 2025 |
11,025
shares
|
$7.34 Million
0.09% of portfolio
|
Q3 2025
Added 347.62%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
11,020
shares
|
$7.34 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Secure Asset Management, LLC
|
Jan 20, 2026 Q4 2025 |
10,989
shares
|
$7.32 Million
1.2% of portfolio
|
Q4 2025
Added 5.79%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Oct 31, 2025 Q3 2025 |
10,985
shares
|
$7.31 Million
0.24% of portfolio
|
Q2 2023
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
10,964
shares
|
$7.3 Million
2.31% of portfolio
|
Q3 2023
Added 0.38%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jan 14, 2026 Q4 2025 |
10,964
shares
|
$7.3 Million
5.55% of portfolio
|
Q4 2025
Added 17.0%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 23, 2026 Q4 2025 |
10,956
shares
|
$7.29 Million
1.82% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
10,941
shares
|
$7.28 Million
0.78% of portfolio
|
Q3 2025
Added 17.58%
|
|
|
Strategy Asset Managers LLC
|
Nov 04, 2025 Q3 2025 |
10,923
shares
|
$7.27 Million
1.32% of portfolio
|
Q3 2025
Reduced 11.28%
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Nov 12, 2025 Q3 2025 |
10,911
shares
|
$7.26 Million
1.14% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
10,910
shares
|
$7.26 Million
0.27% of portfolio
|
Q3 2022
Added 68.91%
|
|
|
Castellan Group
Louisville, KY |
Jan 23, 2026 Q4 2025 |
10,909
shares
|
$7.26 Million
3.54% of portfolio
|
Q4 2025
New holding
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
10,898
shares
|
$7.25 Million
1.77% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
10,897
shares
|
$7.25 Million
1.68% of portfolio
|
Q2 2025
Reduced 69.46%
|
|
|
Avity Investment Management Inc.
|
Jan 13, 2026 Q4 2025 |
10,892
shares
|
$7.25 Million
0.46% of portfolio
|
Q4 2025
Reduced 9.77%
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
10,892
shares
|
$7.25 Million
0.61% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
10,868
shares
|
$7.23 Million
2.68% of portfolio
|
Q2 2022
Reduced 0.43%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Jan 26, 2026 Q4 2025 |
10,864
shares
|
$7.23 Million
0.24% of portfolio
|
Q4 2025
Reduced 88.66%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
10,822
shares
|
$7.2 Million
3.3% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
10,783
shares
|
$7.18 Million
0.71% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
10,782
shares
|
$7.18 Million
3.87% of portfolio
|
Q2 2025
Reduced 41.93%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2025 Q3 2025 |
10,759
shares
|
$7.16 Million
1.39% of portfolio
|
Q3 2025
Added 7.75%
|
|
|
1900 Wealth Management LLC
|
Jan 20, 2026 Q4 2025 |
10,710
shares
|
$7.13 Million
0.49% of portfolio
|
Q4 2025
Added 0.95%
|
|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
10,709
shares
|
$7.13 Million
0.35% of portfolio
|
Q3 2025
Reduced 11.2%
|
|