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 |
|---|---|---|---|---|---|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 08, 2026 Q4 2025 |
9,213
shares
|
$6.13 Million
1.62% of portfolio
|
Q4 2025
Reduced 0.08%
|
|
|
Orin Green Financial, LLC
|
Oct 27, 2025 Q3 2025 |
9,190
shares
|
$6.12 Million
2.47% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
9,189
shares
|
$6.12 Million
0.29% of portfolio
|
Q4 2023
Reduced 7.57%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
9,188
shares
|
$6.12 Million
2.23% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
9,164
shares
|
$6.1 Million
1.38% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
9,156
shares
|
$6.09 Million
0.4% of portfolio
|
Q3 2022
Reduced 7.78%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Nov 13, 2025 Q3 2025 |
9,153
shares
|
$6.09 Million
14.0% of portfolio
|
Q3 2025
Reduced 4.81%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Jan 16, 2026 Q4 2025 |
9,142
shares
|
$6.09 Million
4.94% of portfolio
|
Q4 2025
Reduced 4.5%
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
9,134
shares
|
$6.08 Million
2.79% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
9,121
shares
|
$6.07 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2025 Q3 2025 |
9,120
shares
|
$6.07 Million
0.65% of portfolio
|
Q3 2025
Reduced 24.16%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
9,115
shares
|
$6.07 Million
3.91% of portfolio
|
Q1 2025
Reduced 11.86%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 20, 2026 Q4 2025 |
9,110
shares
|
$6.06 Million
0.88% of portfolio
|
Q4 2025
Reduced 1.08%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
9,074
shares
|
$6.04 Million
1.09% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Marietta Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
9,059
shares
|
$6.03 Million
0.79% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Red Cedar Investment Management, LLC
|
Oct 31, 2025 Q3 2025 |
9,025
shares
|
$6.01 Million
0.72% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
9,023
shares
|
$6.01 Million
0.48% of portfolio
|
Q4 2025
Added 5.61%
|
|
|
Traynor Capital Management, Inc.
|
Jan 12, 2026 Q4 2025 |
9,017
shares
|
$6 Million
0.33% of portfolio
|
Q4 2025
Reduced 0.84%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2026 Q4 2025 |
9,013
shares
|
$6 Million
0.29% of portfolio
|
Q4 2025
Added 3.75%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 12, 2025 Q3 2025 |
9,009
shares
|
$6 Million
0.98% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
9,008
shares
|
$6 Million
1.38% of portfolio
|
Q4 2024
Reduced 15.27%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 09, 2026 Q4 2025 |
8,999
shares
|
$5.99 Million
0.25% of portfolio
|
Q4 2025
Reduced 2.57%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 17, 2025 Q3 2025 |
8,983
shares
|
$5.98 Million
0.4% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Oct 21, 2025 Q3 2025 |
8,976
shares
|
$5.98 Million
2.77% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Colony Family Offices, LLC
|
Oct 24, 2025 Q3 2025 |
8,950
shares
|
$5.96 Million
1.67% of portfolio
|
Q3 2025
Reduced 26.69%
|
|