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 |
|---|---|---|---|---|---|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
7,145
shares
|
$4.76 Million
2.52% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 13, 2025 Q3 2025 |
7,144
shares
|
$4.76 Million
1.72% of portfolio
|
Q3 2025
Added 11.54%
|
|
|
Windsor Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
7,143
shares
|
$4.75 Million
1.31% of portfolio
|
Q4 2025
Reduced 11.39%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
7,127
shares
|
$4.74 Million
1.11% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Ccg Wealth Management, LLC
|
Jan 21, 2026 Q4 2025 |
7,125
shares
|
$4.74 Million
2.11% of portfolio
|
Q4 2025
Added 45.11%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
7,123
shares
|
$4.74 Million
0.17% of portfolio
|
Q3 2025
Reduced 13.69%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
7,122
shares
|
$4.74 Million
0.12% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jan 15, 2026 Q4 2025 |
7,119
shares
|
$4.74 Million
0.29% of portfolio
|
Q4 2025
Added 11.65%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
7,109
shares
|
$4.73 Million
0.75% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Abacus Planning Group, Inc.
|
Jan 16, 2026 Q4 2025 |
7,105
shares
|
$4.73 Million
0.69% of portfolio
|
Q4 2025
Reduced 0.41%
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
7,063
shares
|
$4.7 Million
0.26% of portfolio
|
Q3 2025
Added 242.53%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
7,056
shares
|
$4.7 Million
1.3% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2025 Q3 2025 |
7,046
shares
|
$4.69 Million
1.04% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
7,046
shares
|
$4.69 Million
0.24% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Signature Wealth Management Partners, LLC
|
Oct 23, 2025 Q3 2025 |
7,045
shares
|
$4.69 Million
2.51% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
7,042
shares
|
$4.69 Million
0.75% of portfolio
|
Q3 2025
Reduced 23.0%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
7,011
shares
|
$4.67 Million
0.69% of portfolio
|
Q3 2025
Added 383.18%
|
|
|
Eagle Capital Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,010
shares
|
$4.67 Million
0.01% of portfolio
|
Q3 2025
Added 96.74%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2025 Q3 2025 |
7,000
shares
|
$4.66 Million
2.13% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
6,997
shares
|
$4.66 Million
1.09% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Jan 23, 2026 Q4 2025 |
6,993
shares
|
$4.66 Million
0.86% of portfolio
|
Q4 2025
Added 14.43%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
6,989
shares
|
$4.65 Million
0.8% of portfolio
|
Q3 2025
Added 108.81%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
6,987
shares
|
$4.65 Million
1.33% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jan 21, 2026 Q4 2025 |
6,981
shares
|
$4.65 Million
0.3% of portfolio
|
Q4 2025
Reduced 1.54%
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
6,970
shares
|
$4.64 Million
1.28% of portfolio
|
Q3 2022
Added 1.75%
|
|