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 |
|---|---|---|---|---|---|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
9,762
shares
|
$6.5 Million
2.93% of portfolio
|
Q3 2025
Added 800.55%
|
|
|
Bay Rivers Group
|
Jan 07, 2026 Q4 2025 |
9,711
shares
|
$6.46 Million
2.73% of portfolio
|
Q4 2025
Added 0.15%
|
|
|
Legacy Wealth Management, Inc
|
Jan 20, 2026 Q4 2025 |
9,711
shares
|
$6.46 Million
0.38% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 23, 2025 Q3 2025 |
9,710
shares
|
$6.46 Million
1.06% of portfolio
|
Q3 2025
Added 91.07%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 08, 2026 Q4 2025 |
9,706
shares
|
$6.46 Million
1.27% of portfolio
|
Q4 2025
Reduced 24.62%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
9,703
shares
|
$6.46 Million
0.85% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
9,699
shares
|
$6.46 Million
0.53% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 14, 2025 Q3 2025 |
9,686
shares
|
$6.45 Million
2.74% of portfolio
|
Q3 2025
Reduced 26.9%
|
|
|
My Personal Cfo, LLC
|
Jan 15, 2026 Q4 2025 |
9,682
shares
|
$6.45 Million
2.98% of portfolio
|
Q4 2025
Added 732.5%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
9,677
shares
|
$6.44 Million
0.52% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 10, 2025 Q3 2025 |
9,671
shares
|
$6.44 Million
2.29% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
9,653
shares
|
$6.43 Million
4.09% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
9,645
shares
|
$6.42 Million
0.28% of portfolio
|
Q4 2022
Added 3.12%
|
|
|
Fusion Family Wealth LLC
|
Nov 06, 2025 Q3 2025 |
9,641
shares
|
$6.42 Million
0.52% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Omnia Family Wealth, LLC
|
Jan 16, 2026 Q4 2025 |
9,627
shares
|
$6.41 Million
1.94% of portfolio
|
Q4 2025
Added 9.97%
|
|
|
Orca Investment Management, LLC
|
Jan 20, 2026 Q4 2025 |
9,607
shares
|
$6.4 Million
5.3% of portfolio
|
Q4 2025
Reduced 0.02%
|
|
|
Darrow Company, Inc.
|
Oct 28, 2025 Q3 2025 |
9,582
shares
|
$6.38 Million
3.0% of portfolio
|
Q3 2025
Added 6.92%
|
|
|
First American Trust, Fsb
|
Nov 10, 2025 Q3 2025 |
9,567
shares
|
$6.37 Million
0.48% of portfolio
|
Q3 2025
Reduced 9.76%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
9,562
shares
|
$6.37 Million
0.69% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
9,548
shares
|
$6.36 Million
0.74% of portfolio
|
Q3 2025
Added 10.42%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
9,539
shares
|
$6.35 Million
0.46% of portfolio
|
Q3 2025
Reduced 4.85%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Nov 12, 2025 Q3 2025 |
9,524
shares
|
$6.34 Million
4.27% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
9,516
shares
|
$6.33 Million
2.69% of portfolio
|
Q3 2025
Added 87.25%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Oct 15, 2025 Q3 2025 |
9,505
shares
|
$6.33 Million
2.47% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
9,502
shares
|
$6.33 Million
2.49% of portfolio
|
Q3 2025
Reduced 7.8%
|
|