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 |
|---|---|---|---|---|---|
|
Convergence Financial, LLC
Columbia, MO |
Nov 07, 2025 Q3 2025 |
10,477
shares
|
$6.97 Million
1.05% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 12, 2025 Q3 2025 |
10,463
shares
|
$6.96 Million
0.7% of portfolio
|
Q3 2025
Reduced 7.96%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 22, 2026 Q4 2025 |
10,444
shares
|
$6.95 Million
0.64% of portfolio
|
Q4 2025
Reduced 36.76%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
10,443
shares
|
$6.95 Million
0.86% of portfolio
|
Q3 2025
Reduced 7.4%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
10,441
shares
|
$6.95 Million
0.27% of portfolio
|
Q3 2022
Reduced 3.2%
|
|
|
Zwj Investment Counsel Inc
|
Jan 23, 2026 Q4 2025 |
10,439
shares
|
$6.95 Million
0.26% of portfolio
|
Q4 2025
Reduced 20.79%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
10,431
shares
|
$6.94 Million
1.75% of portfolio
|
Q3 2025
Reduced 5.77%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Nov 13, 2025 Q3 2025 |
10,429
shares
|
$6.94 Million
0.96% of portfolio
|
Q1 2025
Reduced 35.14%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 20, 2026 Q4 2025 |
10,418
shares
|
$6.93 Million
0.43% of portfolio
|
Q4 2025
Added 41.74%
|
|
|
Iowa State Bank
|
Jan 06, 2026 Q4 2025 |
10,406
shares
|
$6.93 Million
1.35% of portfolio
|
Q4 2025
Added 2.87%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
10,403
shares
|
$6.92 Million
5.13% of portfolio
|
Q2 2024
Added 6.01%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
10,363
shares
|
$6.9 Million
1.37% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 23, 2026 Q4 2025 |
10,347
shares
|
$6.89 Million
1.18% of portfolio
|
Q4 2025
Reduced 1.17%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Nov 14, 2025 Q3 2025 |
10,347
shares
|
$6.89 Million
0.22% of portfolio
|
Q3 2025
Reduced 16.23%
|
|
|
Peoples Bank
|
Oct 28, 2025 Q3 2025 |
10,325
shares
|
$6.87 Million
4.25% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
10,312
shares
|
$6.86 Million
0.8% of portfolio
|
Q4 2025
Added 1.7%
|
|
|
Ascent Group, LLC
|
Jan 20, 2026 Q4 2025 |
10,285
shares
|
$6.85 Million
0.25% of portfolio
|
Q4 2025
Reduced 1.3%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
10,258
shares
|
$6.83 Million
0.47% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 15, 2025 Q3 2025 |
10,248
shares
|
$6.82 Million
2.45% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
10,239
shares
|
$6.82 Million
3.59% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
10,202
shares
|
$6.79 Million
1.58% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
10,188
shares
|
$6.78 Million
0.49% of portfolio
|
Q3 2025
Reduced 27.58%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
10,174
shares
|
$6.77 Million
1.49% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 16, 2026 Q4 2025 |
10,164
shares
|
$6.77 Million
2.85% of portfolio
|
Q4 2025
Added 8.96%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Jan 15, 2026 Q4 2025 |
10,143
shares
|
$6.75 Million
2.21% of portfolio
|
Q4 2025
Added 39.75%
|
|