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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Aldebaran Financial Inc.
|
Jan 23, 2026 Q4 2025 |
7,375
shares
|
$4.91 Million
4.68% of portfolio
|
Q4 2025
Reduced 5.28%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
7,370
shares
|
$4.91 Million
0.58% of portfolio
|
Q3 2025
Reduced 58.02%
|
|
|
Pictet North America Advisors Sa
|
Jan 16, 2026 Q4 2025 |
7,350
shares
|
$4.89 Million
0.48% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Jan 26, 2026 Q4 2025 |
7,338
shares
|
$4.88 Million
1.37% of portfolio
|
Q4 2025
Reduced 8.92%
|
|
|
Family Legacy, Inc.
|
Nov 12, 2025 Q3 2025 |
7,311
shares
|
$4.87 Million
1.52% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Jan 22, 2026 Q4 2025 |
7,305
shares
|
$4.86 Million
3.96% of portfolio
|
Q4 2025
Reduced 0.2%
|
|
|
Gw Henssler & Associates LTD
|
Jan 23, 2026 Q3 2025 |
7,291
shares
|
$4.85 Million
0.25% of portfolio
|
Q3 2025
Added 23.95%
|
|
|
Alley Investment Management Company, LLC
|
Oct 24, 2025 Q3 2025 |
7,288
shares
|
$4.85 Million
0.58% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
7,287
shares
|
$4.85 Million
0.32% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Parkside Investments, LLC
|
Nov 10, 2025 Q3 2025 |
7,286
shares
|
$4.85 Million
0.64% of portfolio
|
Q3 2025
Added 68.23%
|
|
|
Macroview Investment Management LLC
|
Oct 24, 2025 Q3 2025 |
7,278
shares
|
$4.84 Million
3.72% of portfolio
|
Q3 2025
Added 29.02%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
7,268
shares
|
$4.84 Million
0.06% of portfolio
|
Q3 2025
Reduced 55.3%
|
|
|
Catalyst Private Wealth, LLC
|
Jan 14, 2026 Q4 2025 |
7,265
shares
|
$4.84 Million
2.87% of portfolio
|
Q4 2025
Reduced 0.63%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
7,264
shares
|
$4.84 Million
1.06% of portfolio
|
Q3 2025
Added 10.31%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
7,263
shares
|
$4.83 Million
0.31% of portfolio
|
Q3 2025
Reduced 5.52%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 09, 2025 Q3 2025 |
7,250
shares
|
$4.83 Million
2.38% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
7,243
shares
|
$4.82 Million
1.74% of portfolio
|
Q4 2022
Reduced 2.52%
|
|
|
Sonata Capital Group Inc
|
Jan 26, 2026 Q4 2025 |
7,209
shares
|
$4.8 Million
1.74% of portfolio
|
Q4 2025
New holding
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
7,203
shares
|
$4.79 Million
1.86% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 22, 2026 Q4 2025 |
7,197
shares
|
$4.79 Million
1.87% of portfolio
|
Q4 2025
Added 0.22%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Jan 12, 2026 Q4 2025 |
7,194
shares
|
$4.79 Million
0.36% of portfolio
|
Q4 2025
Added 1.51%
|
|
|
Innova Wealth Partners
|
Jan 07, 2026 Q4 2025 |
7,192
shares
|
$4.79 Million
2.37% of portfolio
|
Q4 2025
Reduced 54.62%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
7,162
shares
|
$4.77 Million
1.63% of portfolio
|
Q3 2025
Added 4.98%
|
|
|
Ledyard National Bank
|
Jan 21, 2026 Q4 2025 |
7,147
shares
|
$4.76 Million
0.44% of portfolio
|
Q4 2025
Reduced 3.17%
|
|