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 |
|---|---|---|---|---|---|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
7,868
shares
|
$5.24 Million
1.35% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
7,834
shares
|
$5.21 Million
0.57% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Stairway Partners, LLC
|
Jan 05, 2026 Q4 2025 |
7,829
shares
|
$5.21 Million
0.28% of portfolio
|
Q4 2025
Reduced 20.56%
|
|
|
Mcdonald Partners LLC
|
Nov 12, 2025 Q3 2025 |
7,822
shares
|
$5.21 Million
1.63% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Trust CO
|
Jan 15, 2026 Q4 2025 |
7,806
shares
|
$5.2 Million
0.5% of portfolio
|
Q4 2025
Added 1245.86%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
7,806
shares
|
$5.2 Million
2.19% of portfolio
|
Q1 2023
Reduced 16.85%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
7,794
shares
|
$5.19 Million
0.61% of portfolio
|
Q3 2025
Added 11.42%
|
|
|
Shaker Financial Services, LLC
|
Jan 26, 2026 Q4 2025 |
7,781
shares
|
$5.18 Million
1.72% of portfolio
|
Q4 2025
Added 66.19%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
7,780
shares
|
$5.18 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
7,770
shares
|
$5.17 Million
1.13% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
7,769
shares
|
$5.17 Million
1.35% of portfolio
|
Q4 2025
Reduced 3.33%
|
|
|
Deltec Asset Management LLC
|
Oct 24, 2025 Q3 2025 |
7,755
shares
|
$5.16 Million
0.94% of portfolio
|
Q3 2025
Reduced 6.54%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
7,753
shares
|
$5.16 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
7,741
shares
|
$5.15 Million
2.57% of portfolio
|
Q2 2024
Reduced 3.66%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
7,733
shares
|
$5.15 Million
0.32% of portfolio
|
Q3 2025
Reduced 30.28%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
Oct 28, 2025 Q3 2025 |
7,733
shares
|
$5.15 Million
2.16% of portfolio
|
Q3 2025
Added 516.18%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
7,725
shares
|
$5.14 Million
2.74% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Little House Capital LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
7,724
shares
|
$5.14 Million
1.25% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 10, 2025 Q3 2025 |
7,723
shares
|
$5.14 Million
2.66% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Climber Capital Sa
Nyon, V8 |
Aug 06, 2025 Q2 2025 |
7,708
shares
|
$5.13 Million
3.04% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
7,702
shares
|
$5.13 Million
0.31% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
Oribel Capital Management, LP
New York, NY |
Nov 13, 2025 Q3 2025 |
7,700
shares
|
$5.13 Million
0.18% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
7,682
shares
|
$5.11 Million
0.44% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
Nov 06, 2025 Q3 2025 |
7,654
shares
|
$5.1 Million
14.44% of portfolio
|
Q3 2025
Added 124.39%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
7,648
shares
|
$5.09 Million
0.42% of portfolio
|
Q3 2025
Added 4.4%
|
|