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 |
|---|---|---|---|---|---|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
6,441
shares
|
$4.29 Million
1.77% of portfolio
|
Q3 2025
Added 367.76%
|
|
|
Everett Harris & CO
|
Nov 03, 2025 Q3 2025 |
6,436
shares
|
$4.28 Million
0.05% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
6,436
shares
|
$4.28 Million
3.32% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
6,432
shares
|
$4.28 Million
0.24% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Nov 12, 2025 Q3 2025 |
6,424
shares
|
$4.28 Million
2.27% of portfolio
|
Q3 2025
Added 7.6%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Nov 17, 2025 Q3 2025 |
6,413
shares
|
$4.27 Million
1.82% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
6,412
shares
|
$4.27 Million
0.51% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
6,407
shares
|
$4.26 Million
1.14% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
6,403
shares
|
$4.26 Million
1.47% of portfolio
|
Q3 2025
Added 7.67%
|
|
|
Alamea Verwaltungs Gmb H
Edison, NJ |
Nov 12, 2025 Q3 2025 |
6,401
shares
|
$4.26 Million
2.91% of portfolio
|
Q1 2025
New holding
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 08, 2026 Q4 2025 |
6,383
shares
|
$4.25 Million
0.46% of portfolio
|
Q4 2025
Reduced 0.05%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
6,378
shares
|
$4.25 Million
0.22% of portfolio
|
Q3 2022
Reduced 21.17%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Jan 27, 2026 Q4 2025 |
6,355
shares
|
$4.23 Million
2.38% of portfolio
|
Q4 2025
Added 0.75%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
6,354
shares
|
$4.23 Million
0.75% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Mayport, LLC
|
Jan 21, 2026 Q4 2025 |
6,353
shares
|
$4.23 Million
0.87% of portfolio
|
Q4 2025
Reduced 0.19%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 16, 2026 Q4 2025 |
6,325
shares
|
$4.21 Million
2.63% of portfolio
|
Q4 2025
Added 0.97%
|
|
|
Boston Trust Walden Corp
|
Oct 17, 2025 Q3 2025 |
6,318
shares
|
$4.21 Million
0.03% of portfolio
|
Q2 2025
Added 8.46%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
6,318
shares
|
$4.21 Million
1.05% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
First United Bank & Trust
|
Jan 21, 2026 Q4 2025 |
6,292
shares
|
$4.19 Million
1.39% of portfolio
|
Q4 2025
Reduced 0.24%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 14, 2025 Q3 2025 |
6,278
shares
|
$4.18 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
6,272
shares
|
$4.18 Million
0.03% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
6,267
shares
|
$4.17 Million
2.87% of portfolio
|
Q4 2025
Added 8.18%
|
|
|
Orgel Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
6,263
shares
|
$4.17 Million
0.1% of portfolio
|
Q4 2025
Reduced 0.57%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 12, 2025 Q3 2025 |
6,261
shares
|
$4.17 Million
1.08% of portfolio
|
Q3 2025
Added 9.06%
|
|
|
Retireful, LLC
|
Jan 15, 2026 Q4 2025 |
6,256
shares
|
$4.16 Million
5.47% of portfolio
|
Q4 2025
Reduced 63.06%
|
|