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 |
|---|---|---|---|---|---|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Oct 27, 2025 Q3 2025 |
8,200
shares
|
$5.46 Million
9.62% of portfolio
|
Q3 2025
Added 20.59%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
8,184
shares
|
$5.45 Million
0.3% of portfolio
|
Q4 2025
Added 0.44%
|
|
|
Jackson Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
8,166
shares
|
$5.44 Million
0.75% of portfolio
|
Q4 2025
Added 2.7%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 14, 2025 Q3 2025 |
8,162
shares
|
$5.43 Million
3.77% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 17, 2025 Q3 2025 |
8,148
shares
|
$5.42 Million
2.19% of portfolio
|
Q4 2023
New holding
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Jan 23, 2026 Q4 2025 |
8,138
shares
|
$5.42 Million
1.54% of portfolio
|
Q4 2025
Added 30.58%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Nov 12, 2025 Q3 2025 |
8,134
shares
|
$5.41 Million
0.92% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Nov 04, 2025 Q3 2025 |
8,120
shares
|
$5.41 Million
3.48% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
8,092
shares
|
$5.39 Million
1.91% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
8,086
shares
|
$5.38 Million
1.0% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Greenup Street Wealth Management LLC
|
Jan 23, 2026 Q4 2025 |
8,074
shares
|
$5.37 Million
0.79% of portfolio
|
Q4 2025
Reduced 4.52%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
8,064
shares
|
$5.37 Million
0.45% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
8,060
shares
|
$5.37 Million
1.24% of portfolio
|
Q4 2022
Reduced 99.74%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
8,013
shares
|
$5.33 Million
1.69% of portfolio
|
Q4 2022
Reduced 0.94%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 26, 2026 Q4 2025 |
7,972
shares
|
$5.31 Million
0.71% of portfolio
|
Q4 2025
Added 8.52%
|
|
|
Bhk Investment Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
7,954
shares
|
$5.29 Million
1.99% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
7,953
shares
|
$5.29 Million
1.38% of portfolio
|
Q3 2025
Added 17.02%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Nov 12, 2025 Q3 2025 |
7,950
shares
|
$5.29 Million
4.35% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Oct 28, 2025 Q3 2025 |
7,937
shares
|
$5.28 Million
3.17% of portfolio
|
Q3 2025
Reduced 18.34%
|
|
|
Pacific Financial Group Inc
|
Nov 12, 2025 Q3 2025 |
7,930
shares
|
$5.28 Million
3.94% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
7,906
shares
|
$5.26 Million
0.51% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Cohen Capital Management, Inc.
|
Jan 20, 2026 Q4 2025 |
7,903
shares
|
$5.26 Million
0.83% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
7,885
shares
|
$5.25 Million
1.77% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Tower View Investment Management & Research LLC
|
Jan 23, 2026 Q4 2025 |
7,876
shares
|
$5.24 Million
2.76% of portfolio
|
Q4 2025
Reduced 1.38%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Nov 10, 2025 Q3 2025 |
7,871
shares
|
$5.24 Million
0.95% of portfolio
|
Q3 2025
Reduced 1.34%
|
|