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 |
|---|---|---|---|---|---|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2025 Q3 2025 |
6,254
shares
|
$4.16 Million
0.2% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
6,251
shares
|
$4.16 Million
1.51% of portfolio
|
Q4 2025
Reduced 1.79%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Nov 05, 2025 Q3 2025 |
6,245
shares
|
$4.16 Million
2.39% of portfolio
|
Q1 2024
New holding
|
|
|
Farmers National Bank
Danville, KY |
Dec 15, 2025 Q3 2025 |
6,244
shares
|
$4.16 Million
0.99% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
6,241
shares
|
$4.15 Million
1.61% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
6,239
shares
|
$4.15 Million
0.57% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
6,235
shares
|
$4.15 Million
1.43% of portfolio
|
Q1 2023
Added 4.18%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
6,229
shares
|
$4.15 Million
1.59% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
6,227
shares
|
$4.15 Million
1.08% of portfolio
|
Q3 2025
Reduced 22.51%
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
6,219
shares
|
$4.14 Million
0.26% of portfolio
|
Q3 2025
Added 8.08%
|
|
|
D. Scott Neal, Inc.
|
Oct 28, 2025 Q3 2025 |
6,211
shares
|
$4.13 Million
1.92% of portfolio
|
Q3 2025
Reduced 10.26%
|
|
|
Edge Wealth Management LLC
|
Jan 12, 2026 Q4 2025 |
6,209
shares
|
$4.13 Million
0.85% of portfolio
|
Q4 2025
Reduced 7.3%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 20, 2026 Q4 2025 |
6,185
shares
|
$4.12 Million
0.73% of portfolio
|
Q4 2025
Added 7.88%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Jan 20, 2026 Q4 2025 |
6,165
shares
|
$4.1 Million
2.21% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
6,161
shares
|
$4.1 Million
0.41% of portfolio
|
Q4 2025
Added 0.83%
|
|
|
Jones Kertz & Associates, Inc.
Blaine, MN |
Jan 27, 2026 Q4 2025 |
6,161
shares
|
$4.1 Million
2.16% of portfolio
|
Q4 2025
New holding
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
6,148
shares
|
$4.09 Million
0.49% of portfolio
|
Q2 2025
Reduced 19.2%
|
|
|
Sage Financial Group Inc
|
Jan 27, 2026 Q4 2025 |
6,128
shares
|
$4.08 Million
0.27% of portfolio
|
Q4 2025
Added 0.16%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
6,110
shares
|
$4.07 Million
0.23% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
6,104
shares
|
$4.06 Million
0.7% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Jan 27, 2026 Q4 2025 |
6,086
shares
|
$4.05 Million
1.11% of portfolio
|
Q4 2025
Added 3.72%
|
|
|
Affiance Financial, LLC
|
Jan 21, 2026 Q4 2025 |
6,079
shares
|
$4.05 Million
0.7% of portfolio
|
Q4 2025
Reduced 0.47%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
6,070
shares
|
$4.04 Million
2.76% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
F&V Capital Management, LLC
|
Jan 16, 2026 Q4 2025 |
6,069
shares
|
$4.04 Million
0.61% of portfolio
|
Q4 2025
Reduced 0.77%
|
|
|
Bcm Advisors, LLC
|
Jan 26, 2026 Q4 2025 |
6,068
shares
|
$4.04 Million
0.82% of portfolio
|
Q4 2024
Reduced 0.56%
|
|