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 |
|---|---|---|---|---|---|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
10,706
shares
|
$7.13 Million
1.85% of portfolio
|
Q3 2025
Added 2455.13%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 08, 2026 Q4 2025 |
10,698
shares
|
$7.12 Million
1.22% of portfolio
|
Q4 2025
Reduced 2.19%
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
10,690
shares
|
$7.12 Million
0.48% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 13, 2025 Q3 2025 |
10,662
shares
|
$7.1 Million
1.68% of portfolio
|
Q3 2025
Reduced 68.99%
|
|
|
Cypress Financial Planning LLC
|
Jan 14, 2026 Q4 2025 |
10,636
shares
|
$7.08 Million
2.07% of portfolio
|
Q4 2025
Added 10.02%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Nov 13, 2025 Q3 2025 |
10,631
shares
|
$7.08 Million
3.42% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
10,629
shares
|
$7.08 Million
2.19% of portfolio
|
Q3 2025
Reduced 15.62%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
10,625
shares
|
$7.07 Million
1.08% of portfolio
|
Q3 2023
Reduced 7.85%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Oct 31, 2025 Q3 2025 |
10,607
shares
|
$7.06 Million
2.12% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
10,607
shares
|
$7.06 Million
1.47% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
10,595
shares
|
$7.05 Million
0.09% of portfolio
|
Q3 2025
Added 138.47%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Nov 14, 2025 Q3 2025 |
10,591
shares
|
$7.05 Million
4.39% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 16, 2026 Q4 2025 |
10,590
shares
|
$7.05 Million
1.83% of portfolio
|
Q4 2025
Reduced 0.16%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
10,583
shares
|
$7.04 Million
1.12% of portfolio
|
Q3 2025
Reduced 20.02%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Nov 13, 2025 Q3 2025 |
10,583
shares
|
$7.04 Million
3.73% of portfolio
|
Q3 2025
Added 253.36%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
10,578
shares
|
$7.04 Million
0.32% of portfolio
|
Q3 2022
Added 2.36%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
10,577
shares
|
$7.04 Million
2.17% of portfolio
|
Q2 2025
Added 39.49%
|
|
|
Founders Capital Management
|
Jan 15, 2026 Q4 2025 |
10,567
shares
|
$7.03 Million
3.8% of portfolio
|
Q4 2025
Reduced 0.75%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
10,567
shares
|
$7.03 Million
0.44% of portfolio
|
Q2 2024
Added 1.02%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
10,540
shares
|
$7.02 Million
2.34% of portfolio
|
Q3 2025
Added 18.91%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
10,525
shares
|
$7.01 Million
2.15% of portfolio
|
Q3 2025
Added 7.78%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Oct 15, 2025 Q3 2025 |
10,509
shares
|
$7 Million
4.98% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Tl Private Wealth
|
Jan 12, 2026 Q4 2025 |
10,495
shares
|
$6.99 Million
2.76% of portfolio
|
Q4 2025
Reduced 1.28%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
10,492
shares
|
$6.98 Million
0.36% of portfolio
|
Q4 2025
Added 3.86%
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
10,477
shares
|
$6.97 Million
1.1% of portfolio
|
Q3 2025
Added 0.56%
|
|