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 |
|---|---|---|---|---|---|
|
Seelaus Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
9,498
shares
|
$6.32 Million
5.44% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
9,491
shares
|
$6.32 Million
1.99% of portfolio
|
Q3 2025
Reduced 39.78%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Nov 14, 2025 Q3 2025 |
9,467
shares
|
$6.3 Million
3.31% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Oct 24, 2025 Q3 2025 |
9,457
shares
|
$6.3 Million
1.36% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
9,454
shares
|
$6.29 Million
0.67% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
9,416
shares
|
$6.27 Million
1.36% of portfolio
|
Q3 2025
Reduced 5.29%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Nov 10, 2025 Q3 2025 |
9,396
shares
|
$6.25 Million
2.63% of portfolio
|
Q3 2025
Added 114.91%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
9,395
shares
|
$6.25 Million
1.26% of portfolio
|
Q2 2022
Added 0.13%
|
|
|
Defined Wealth Management, LLC
|
Jan 14, 2026 Q4 2025 |
9,394
shares
|
$6.25 Million
3.81% of portfolio
|
Q4 2025
Reduced 0.92%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
9,392
shares
|
$6.25 Million
4.05% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
9,366
shares
|
$6.23 Million
0.74% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
9,361
shares
|
$6.23 Million
1.36% of portfolio
|
Q3 2025
Added 22.77%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
9,353
shares
|
$6.23 Million
2.3% of portfolio
|
Q3 2025
Added 8.15%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
9,349
shares
|
$6.22 Million
2.11% of portfolio
|
Q4 2022
Reduced 10.56%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
9,343
shares
|
$6.22 Million
1.88% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Kearns & Associates LLC
|
Jan 08, 2026 Q4 2025 |
9,340
shares
|
$6.22 Million
3.27% of portfolio
|
Q4 2025
Reduced 1.56%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
9,339
shares
|
$6.22 Million
0.98% of portfolio
|
Q3 2025
Added 30.03%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
9,338
shares
|
$6.22 Million
1.03% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
American National Bank
|
Jan 20, 2026 Q4 2025 |
9,331
shares
|
$6.21 Million
0.62% of portfolio
|
Q4 2025
Added 1.5%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
9,328
shares
|
$6.21 Million
1.1% of portfolio
|
Q3 2025
Added 19.13%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
9,324
shares
|
$6.21 Million
2.68% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
9,317
shares
|
$6.2 Million
0.0% of portfolio
|
Q3 2025
Added 38.71%
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
9,301
shares
|
$6.19 Million
0.0% of portfolio
|
Q3 2025
Added 24.26%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jan 14, 2026 Q4 2025 |
9,243
shares
|
$6.15 Million
1.44% of portfolio
|
Q4 2025
Reduced 0.1%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
9,229
shares
|
$6.14 Million
2.11% of portfolio
|
Q3 2025
Added 5.53%
|
|