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 5,360 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 |
|---|---|---|---|---|---|
|
Home Federal Bank Of Tennessee
|
Jan 20, 2026 Q4 2025 |
6,602
shares
|
$4.39 Million
1.17% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Horizon Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
6,602
shares
|
$4.39 Million
0.82% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 12, 2026 Q4 2025 |
6,595
shares
|
$4.39 Million
3.06% of portfolio
|
Q4 2025
Reduced 1.27%
|
|
|
Sunesis Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
6,593
shares
|
$4.39 Million
2.1% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
6,578
shares
|
$4.38 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Metlife Inc
New York, NY |
Nov 13, 2025 Q3 2025 |
6,576
shares
|
$4.38 Million
39.41% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 26, 2026 Q4 2025 |
6,572
shares
|
$4.37 Million
1.46% of portfolio
|
Q4 2025
Added 0.97%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
6,566
shares
|
$4.37 Million
0.55% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
6,559
shares
|
$4.37 Million
0.56% of portfolio
|
Q3 2025
Reduced 36.16%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
6,549
shares
|
$4.36 Million
2.03% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 23, 2026 Q4 2025 |
6,548
shares
|
$4.36 Million
0.34% of portfolio
|
Q4 2025
Reduced 3.97%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
6,540
shares
|
$4.35 Million
1.71% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
6,538
shares
|
$4.35 Million
0.27% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 20, 2026 Q4 2025 |
6,530
shares
|
$4.35 Million
0.38% of portfolio
|
Q4 2025
Added 2.95%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
6,517
shares
|
$4.34 Million
0.62% of portfolio
|
Q3 2023
Reduced 1.5%
|
|
|
Bishop Rock Capital, L.P.
New York, NY |
Nov 13, 2023 Q3 2023 |
6,517
shares
|
$4.34 Million
12.42% of portfolio
|
Q3 2023
Reduced 44.46%
|
|
|
Curbstone Financial Management Corp
|
Jan 23, 2026 Q4 2025 |
6,499
shares
|
$4.33 Million
0.85% of portfolio
|
Q4 2025
Reduced 3.96%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
6,490
shares
|
$4.32 Million
2.02% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Oct 28, 2025 Q3 2025 |
6,485
shares
|
$4.32 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jan 26, 2026 Q4 2025 |
6,483
shares
|
$4.32 Million
0.2% of portfolio
|
Q4 2025
Reduced 6.33%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
6,481
shares
|
$4.31 Million
1.98% of portfolio
|
Q3 2025
Reduced 22.64%
|
|
|
Red Door Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
6,475
shares
|
$4.31 Million
0.47% of portfolio
|
Q4 2025
Added 34.67%
|
|
|
Prism Advisors, Inc.
|
Jan 23, 2026 Q4 2025 |
6,466
shares
|
$4.3 Million
1.43% of portfolio
|
Q4 2025
Reduced 59.39%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 07, 2026 Q4 2025 |
6,457
shares
|
$4.3 Million
0.33% of portfolio
|
Q4 2025
Added 1.13%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Jan 26, 2026 Q4 2025 |
6,451
shares
|
$4.29 Million
0.23% of portfolio
|
Q4 2025
Reduced 2.86%
|
|