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 |
|---|---|---|---|---|---|
|
Moneda S.A. Administradora General De Fondos
|
Dec 05, 2025 Q3 2025 |
6,954
shares
|
$4.63 Million
5.39% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
6,948
shares
|
$4.63 Million
0.26% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Austin Asset Management CO Inc
|
Oct 23, 2025 Q3 2025 |
6,912
shares
|
$4.6 Million
0.91% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
6,911
shares
|
$4.6 Million
1.06% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Crumly & Associates Inc.
|
Jan 14, 2026 Q4 2025 |
6,910
shares
|
$4.6 Million
1.19% of portfolio
|
Q4 2025
Reduced 0.78%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
6,909
shares
|
$4.6 Million
0.65% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
6,909
shares
|
$4.6 Million
2.7% of portfolio
|
Q3 2025
Added 27.71%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
6,903
shares
|
$4.6 Million
1.97% of portfolio
|
Q1 2025
Added 12.21%
|
|
|
Waterfront Wealth Inc.
|
Jan 27, 2026 Q4 2025 |
6,898
shares
|
$4.59 Million
0.99% of portfolio
|
Q4 2025
Reduced 0.16%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
6,898
shares
|
$4.59 Million
2.53% of portfolio
|
Q3 2024
Added 8.24%
|
|
|
Clarendon Private LLC
Boston, MA |
Nov 03, 2025 Q3 2025 |
6,895
shares
|
$4.59 Million
4.17% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Auxano Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
6,893
shares
|
$4.59 Million
1.04% of portfolio
|
Q3 2025
Reduced 24.32%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
6,852
shares
|
$4.56 Million
1.38% of portfolio
|
Q3 2025
Added 30.02%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
6,838
shares
|
$4.55 Million
3.54% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
6,830
shares
|
$4.55 Million
0.47% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Courage Capital Management LLC
Nashville, TN |
Nov 12, 2025 Q3 2025 |
6,821
shares
|
$4.54 Million
6.0% of portfolio
|
Q2 2025
Added 582.1%
|
|
|
Two Point Capital Management, Inc.
Pittsford, NY |
Jan 16, 2026 Q4 2025 |
6,820
shares
|
$4.54 Million
1.88% of portfolio
|
Q4 2025
Reduced 3.39%
|
|
|
Gate Pass Capital, LLC
Independence, OH |
Oct 29, 2025 Q3 2025 |
6,810
shares
|
$4.53 Million
2.62% of portfolio
|
Q3 2025
Added 11.84%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
6,809
shares
|
$4.53 Million
0.0% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
6,807
shares
|
$4.53 Million
0.85% of portfolio
|
Q1 2024
Added 0.15%
|
|
|
Ironclad Investments LLC
Maitland, FL |
Nov 14, 2025 Q3 2025 |
6,805
shares
|
$4.53 Million
2.15% of portfolio
|
Q1 2024
Reduced 59.01%
|
|
|
Retirement Guys Formula LLC
|
Jan 23, 2026 Q4 2025 |
6,804
shares
|
$4.53 Million
2.17% of portfolio
|
Q4 2025
Reduced 4.93%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
6,792
shares
|
$4.52 Million
1.28% of portfolio
|
Q3 2025
Reduced 6.6%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Oct 14, 2025 Q3 2025 |
6,787
shares
|
$4.52 Million
0.25% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
6,786
shares
|
$4.52 Million
1.89% of portfolio
|
Q3 2025
Added 3.32%
|
|