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 |
|---|---|---|---|---|---|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
8,596
shares
|
$5.72 Million
0.12% of portfolio
|
Q3 2025
Reduced 89.66%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
8,560
shares
|
$5.7 Million
0.44% of portfolio
|
Q3 2025
Reduced 15.4%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 24, 2025 Q3 2025 |
8,554
shares
|
$5.69 Million
0.85% of portfolio
|
Q3 2025
Reduced 5.39%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
8,553
shares
|
$5.69 Million
2.35% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Nov 12, 2025 Q3 2025 |
8,543
shares
|
$5.69 Million
0.82% of portfolio
|
Q3 2025
Added 6.89%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 14, 2026 Q4 2025 |
8,536
shares
|
$5.68 Million
1.79% of portfolio
|
Q4 2025
Added 0.13%
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 26, 2026 Q4 2025 |
8,535
shares
|
$5.68 Million
2.46% of portfolio
|
Q4 2025
Reduced 0.34%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Nov 14, 2025 Q3 2025 |
8,532
shares
|
$5.68 Million
0.22% of portfolio
|
Q3 2025
Added 23.98%
|
|
|
W Advisors, LLC
Germantown, TN |
Nov 14, 2025 Q3 2025 |
8,525
shares
|
$5.67 Million
3.1% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 12, 2026 Q4 2025 |
8,517
shares
|
$5.67 Million
1.74% of portfolio
|
Q4 2025
Reduced 1.97%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
8,511
shares
|
$5.67 Million
0.6% of portfolio
|
Q3 2025
Reduced 60.04%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
8,492
shares
|
$5.65 Million
1.39% of portfolio
|
Q3 2025
Added 5.65%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
8,467
shares
|
$5.64 Million
0.98% of portfolio
|
Q3 2025
Reduced 6.03%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 22, 2025 Q3 2025 |
8,465
shares
|
$5.63 Million
2.63% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Bellwether Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
8,424
shares
|
$5.61 Million
0.98% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
8,418
shares
|
$5.6 Million
0.36% of portfolio
|
Q3 2025
Added 163.39%
|
|
|
Forth Right Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
8,379
shares
|
$5.58 Million
1.64% of portfolio
|
Q4 2025
Reduced 1.31%
|
|
|
American Alpha Advisors, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
8,356
shares
|
$5.56 Million
3.86% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
8,354
shares
|
$5.56 Million
1.36% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Northeast Investment Management
|
Nov 07, 2025 Q3 2025 |
8,320
shares
|
$5.54 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
8,248
shares
|
$5.49 Million
0.31% of portfolio
|
Q1 2025
Added 328.91%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
8,233
shares
|
$5.48 Million
0.23% of portfolio
|
Q3 2025
Added 34.33%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
8,223
shares
|
$5.47 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
8,216
shares
|
$5.47 Million
4.62% of portfolio
|
Q3 2023
Reduced 2.7%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
8,213
shares
|
$5.47 Million
2.68% of portfolio
|
Q3 2025
Reduced 7.28%
|
|