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 |
|---|---|---|---|---|---|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Nov 06, 2025 Q3 2025 |
7,634
shares
|
$5.08 Million
1.57% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Nov 12, 2025 Q3 2025 |
7,611
shares
|
$5.07 Million
1.6% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
7,596
shares
|
$5.06 Million
0.15% of portfolio
|
Q3 2025
Reduced 27.26%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
7,591
shares
|
$5.05 Million
0.25% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 23, 2026 Q4 2025 |
7,591
shares
|
$5.05 Million
0.71% of portfolio
|
Q4 2025
Added 13.84%
|
|
|
Heritage Investment Group, Inc.
|
Oct 31, 2025 Q3 2025 |
7,587
shares
|
$5.05 Million
0.83% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Jan 23, 2026 Q4 2025 |
7,562
shares
|
$5.03 Million
1.1% of portfolio
|
Q4 2025
Added 1.15%
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
7,541
shares
|
$5.02 Million
1.54% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Pegasus Asset Management, Inc.
|
Nov 03, 2025 Q3 2025 |
7,538
shares
|
$5.02 Million
1.66% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Nov 14, 2025 Q3 2025 |
7,538
shares
|
$5.02 Million
2.46% of portfolio
|
Q3 2025
Reduced 63.84%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 27, 2025 Q3 2025 |
7,512
shares
|
$5 Million
2.46% of portfolio
|
Q3 2025
Added 14.72%
|
|
|
Objective Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
7,507
shares
|
$5 Million
5.52% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
7,490
shares
|
$4.99 Million
0.37% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Investment House LLC
Las Vegas, NV |
Oct 31, 2025 Q3 2025 |
7,488
shares
|
$4.98 Million
0.25% of portfolio
|
Q3 2025
Added 26.87%
|
|
|
Single Point Partners, LLC
|
Jan 23, 2026 Q4 2025 |
7,469
shares
|
$4.97 Million
0.91% of portfolio
|
Q4 2025
Reduced 0.36%
|
|
|
Capital Wealth Alliance, LLC
|
Nov 03, 2025 Q3 2025 |
7,463
shares
|
$4.97 Million
2.64% of portfolio
|
Q3 2025
Added 3.84%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jan 26, 2026 Q4 2025 |
7,456
shares
|
$4.96 Million
0.66% of portfolio
|
Q4 2025
Reduced 0.27%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Oct 20, 2025 Q3 2025 |
7,455
shares
|
$4.96 Million
2.36% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jan 23, 2026 Q4 2025 |
7,453
shares
|
$4.96 Million
1.1% of portfolio
|
Q4 2025
Added 0.88%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
7,446
shares
|
$4.96 Million
0.73% of portfolio
|
Q3 2025
Added 22.93%
|
|
|
Burney CO
Reston, VA |
Jan 23, 2026 Q4 2025 |
7,420
shares
|
$4.94 Million
0.18% of portfolio
|
Q4 2025
Added 30.13%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
7,415
shares
|
$4.94 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Arcus Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
7,414
shares
|
$4.94 Million
2.33% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
7,398
shares
|
$4.92 Million
0.52% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
7,387
shares
|
$4.92 Million
2.12% of portfolio
|
Q3 2025
Reduced 6.87%
|
|