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 |
|---|---|---|---|---|---|
|
Revolve Wealth Partners, LLC
|
Jan 20, 2026 Q4 2025 |
6,782
shares
|
$4.51 Million
0.56% of portfolio
|
Q4 2025
Reduced 11.37%
|
|
|
Bennett Selby Investments LP
|
Jan 08, 2026 Q4 2025 |
6,772
shares
|
$4.51 Million
1.51% of portfolio
|
Q4 2025
Added 2.19%
|
|
|
Semitam Bonam LLC
Goshen, NY |
Jan 20, 2026 Q4 2025 |
6,761
shares
|
$4.5 Million
3.84% of portfolio
|
Q4 2025
Added 2.24%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
6,754
shares
|
$4.5 Million
0.26% of portfolio
|
Q3 2025
Added 418.74%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
6,748
shares
|
$4.49 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
United Bank
Vienna, VA |
Nov 07, 2025 Q3 2025 |
6,738
shares
|
$4.49 Million
0.54% of portfolio
|
Q3 2025
Reduced 21.91%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jan 23, 2026 Q4 2025 |
6,732
shares
|
$4.48 Million
1.37% of portfolio
|
Q4 2025
Added 10.85%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2025 Q3 2025 |
6,725
shares
|
$4.48 Million
1.97% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
6,717
shares
|
$4.47 Million
0.57% of portfolio
|
Q4 2024
Added 17.55%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Jan 26, 2026 Q4 2025 |
6,717
shares
|
$4.47 Million
2.2% of portfolio
|
Q4 2025
Reduced 10.75%
|
|
|
Steph & CO
|
Jan 23, 2026 Q4 2025 |
6,704
shares
|
$4.46 Million
1.57% of portfolio
|
Q2 2025
Reduced 7.71%
|
|
|
Mengis Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
6,699
shares
|
$4.46 Million
0.91% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Nov 07, 2025 Q3 2025 |
6,699
shares
|
$4.46 Million
3.23% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
6,694
shares
|
$4.46 Million
0.28% of portfolio
|
Q1 2025
Added 6.98%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Jan 14, 2026 Q4 2025 |
6,690
shares
|
$4.45 Million
4.98% of portfolio
|
Q4 2025
Added 9.3%
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
6,684
shares
|
$4.45 Million
1.77% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Libra Wealth LLC
|
Nov 06, 2025 Q3 2025 |
6,678
shares
|
$4.45 Million
1.36% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
Tableaux LLC
Stockbridge, MA |
Nov 10, 2025 Q3 2025 |
6,669
shares
|
$4.44 Million
1.78% of portfolio
|
Q2 2025
Reduced 48.09%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
6,668
shares
|
$4.44 Million
0.04% of portfolio
|
Q2 2022
Reduced 25.18%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 02, 2026 Q4 2025 |
6,667
shares
|
$4.44 Million
0.56% of portfolio
|
Q4 2025
Added 0.71%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
6,666
shares
|
$4.44 Million
0.78% of portfolio
|
Q2 2022
Reduced 5.1%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2026 Q4 2025 |
6,655
shares
|
$4.43 Million
0.76% of portfolio
|
Q4 2024
Added 42.96%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
6,634
shares
|
$4.42 Million
2.02% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Riggs Asset Managment Co. Inc.
|
Nov 12, 2025 Q3 2025 |
6,634
shares
|
$4.42 Million
1.11% of portfolio
|
Q3 2025
Added 568.08%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 27, 2026 Q4 2025 |
6,632
shares
|
$4.41 Million
2.44% of portfolio
|
Q4 2025
Added 0.21%
|
|