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 |
|---|---|---|---|---|---|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 21, 2026 Q4 2025 |
10,130
shares
|
$6.74 Million
0.99% of portfolio
|
Q4 2025
Added 0.58%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
10,102
shares
|
$6.72 Million
0.45% of portfolio
|
Q3 2025
Added 16.79%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
10,100
shares
|
$6.72 Million
0.3% of portfolio
|
Q3 2025
Reduced 7.36%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 10, 2025 Q3 2025 |
10,086
shares
|
$6.71 Million
4.91% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
10,038
shares
|
$6.68 Million
2.31% of portfolio
|
Q3 2025
Added 7.72%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
10,038
shares
|
$6.68 Million
2.98% of portfolio
|
Q3 2025
Reduced 16.86%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
10,026
shares
|
$6.67 Million
0.07% of portfolio
|
Q3 2025
Added 84.47%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
10,015
shares
|
$6.67 Million
0.5% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Laird Norton Trust Company, LLC
|
Nov 14, 2025 Q3 2025 |
10,000
shares
|
$6.66 Million
1.14% of portfolio
|
Q4 2023
Added 196.21%
|
|
|
Intrepid Family Office LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
10,000
shares
|
$6.66 Million
5.75% of portfolio
|
Q3 2025
New holding
|
|
|
Guyasuta Investment Advisors Inc
|
Jan 23, 2026 Q4 2025 |
9,991
shares
|
$6.65 Million
0.42% of portfolio
|
Q4 2025
Reduced 4.71%
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
9,979
shares
|
$6.64 Million
3.67% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
9,979
shares
|
$6.64 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Beta Wealth Group, Inc.
|
Nov 07, 2025 Q3 2025 |
9,974
shares
|
$6.64 Million
3.55% of portfolio
|
Q3 2025
Added 95.68%
|
|
|
Ehrenkranz Partners L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
9,965
shares
|
$6.63 Million
5.84% of portfolio
|
Q3 2025
New holding
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 10, 2025 Q3 2025 |
9,941
shares
|
$6.62 Million
1.96% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
9,922
shares
|
$6.6 Million
0.96% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
9,896
shares
|
$6.59 Million
1.43% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Sierra Capital LLC
|
Nov 14, 2025 Q3 2025 |
9,837
shares
|
$6.55 Million
0.72% of portfolio
|
Q3 2025
Reduced 8.87%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
9,833
shares
|
$6.55 Million
0.97% of portfolio
|
Q1 2024
Added 203.49%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 24, 2025 Q3 2025 |
9,832
shares
|
$6.54 Million
3.14% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
9,795
shares
|
$6.52 Million
3.23% of portfolio
|
Q3 2025
Added 7.18%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
9,771
shares
|
$6.5 Million
1.45% of portfolio
|
Q3 2025
Added 5.05%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
9,770
shares
|
$6.5 Million
3.71% of portfolio
|
Q3 2025
Reduced 6.07%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Nov 10, 2025 Q3 2025 |
9,763
shares
|
$6.5 Million
0.63% of portfolio
|
Q3 2025
Reduced 0.25%
|
|