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 |
|---|---|---|---|---|---|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
8,932
shares
|
$5.95 Million
0.16% of portfolio
|
Q1 2024
Reduced 0.69%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
8,932
shares
|
$5.95 Million
2.49% of portfolio
|
Q3 2025
Reduced 4.14%
|
|
|
Leverty Financial Group, LLC
|
Jan 08, 2026 Q4 2025 |
8,910
shares
|
$5.93 Million
1.77% of portfolio
|
Q4 2025
Reduced 0.36%
|
|
|
Parker Investment Management, LLC
|
Nov 04, 2025 Q3 2025 |
8,908
shares
|
$5.93 Million
0.81% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Atlas Brown,Inc.
|
Jan 09, 2026 Q4 2025 |
8,898
shares
|
$5.92 Million
1.82% of portfolio
|
Q4 2025
Reduced 0.07%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
8,889
shares
|
$5.92 Million
1.14% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
8,888
shares
|
$5.92 Million
0.73% of portfolio
|
Q3 2025
Added 17.01%
|
|
|
Woodstock Corp
|
Jan 14, 2026 Q4 2025 |
8,886
shares
|
$5.92 Million
0.51% of portfolio
|
Q4 2025
Added 2.03%
|
|
|
Vista Capital Partners, Inc.
|
Nov 06, 2025 Q3 2025 |
8,885
shares
|
$5.91 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Nov 10, 2025 Q3 2025 |
8,884
shares
|
$5.91 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Private Wealth Partners, LLC
|
Nov 03, 2025 Q3 2025 |
8,830
shares
|
$5.88 Million
0.42% of portfolio
|
Q3 2025
Reduced 2.87%
|
|
|
Waters Parkerson & Co., LLC
|
Oct 28, 2025 Q3 2025 |
8,829
shares
|
$5.88 Million
0.3% of portfolio
|
Q3 2025
Added 65.46%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 21, 2026 Q4 2025 |
8,817
shares
|
$5.87 Million
0.75% of portfolio
|
Q4 2025
Reduced 5.54%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 12, 2025 Q3 2025 |
8,796
shares
|
$5.86 Million
2.34% of portfolio
|
Q3 2025
Reduced 17.1%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
8,787
shares
|
$5.85 Million
0.52% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
8,785
shares
|
$5.85 Million
0.09% of portfolio
|
Q2 2025
Reduced 10.22%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
8,779
shares
|
$5.84 Million
0.43% of portfolio
|
Q3 2022
Added 18.72%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
8,758
shares
|
$5.83 Million
0.69% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
8,732
shares
|
$5.81 Million
1.15% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Bcs Wealth Management
|
Jan 23, 2026 Q4 2025 |
8,715
shares
|
$5.8 Million
0.65% of portfolio
|
Q4 2025
Added 98.93%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
8,665
shares
|
$5.77 Million
2.13% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Klk Capital Management LLC
Los Angeles, CA |
Nov 14, 2023 Q3 2023 |
8,660
shares
|
$5.76 Million
4.89% of portfolio
|
Q3 2023
Reduced 25.86%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 23, 2026 Q4 2025 |
8,650
shares
|
$5.76 Million
1.04% of portfolio
|
Q4 2025
Added 4.44%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
8,641
shares
|
$5.75 Million
3.69% of portfolio
|
Q3 2025
Reduced 6.0%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
8,631
shares
|
$5.75 Million
1.98% of portfolio
|
Q3 2025
Added 0.44%
|
|