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 |
|---|---|---|---|---|---|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
6,064
shares
|
$4.04 Million
1.06% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
6,049
shares
|
$4.03 Million
0.17% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Silvant Capital Management LLC
|
Nov 18, 2025 Q3 2025 |
6,045
shares
|
$4.02 Million
0.15% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
6,044
shares
|
$4.02 Million
0.44% of portfolio
|
Q4 2025
Added 20.69%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Nov 13, 2025 Q3 2025 |
6,040
shares
|
$4.02 Million
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
6,038
shares
|
$4.02 Million
0.33% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
6,035
shares
|
$4.02 Million
0.31% of portfolio
|
Q4 2024
Added 14.04%
|
|
|
Pds Planning, Inc
|
Jan 26, 2026 Q4 2025 |
6,020
shares
|
$4.01 Million
0.28% of portfolio
|
Q4 2025
Reduced 0.46%
|
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
6,018
shares
|
$4.01 Million
6.45% of portfolio
|
Q2 2023
Reduced 1.96%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 05, 2025 Q3 2025 |
6,017
shares
|
$4.01 Million
1.53% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Essex LLC
|
Jan 16, 2026 Q4 2025 |
6,007
shares
|
$4 Million
0.79% of portfolio
|
Q4 2025
Reduced 0.22%
|
|
|
Prosperity Planning, Inc.
|
Jan 14, 2026 Q4 2025 |
6,004
shares
|
$4 Million
1.12% of portfolio
|
Q4 2025
Added 42.17%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
6,000
shares
|
$3.99 Million
1.02% of portfolio
|
Q1 2024
Reduced 89.1%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Oct 30, 2025 Q3 2025 |
6,000
shares
|
$3.99 Million
0.15% of portfolio
|
Q3 2025
Reduced 70.0%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jan 26, 2026 Q4 2025 |
5,999
shares
|
$3.99 Million
0.62% of portfolio
|
Q4 2025
Reduced 1.14%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
5,964
shares
|
$3.97 Million
0.47% of portfolio
|
Q3 2025
Reduced 6.91%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
5,955
shares
|
$3.96 Million
0.51% of portfolio
|
Q4 2025
Reduced 9.17%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
5,951
shares
|
$3.96 Million
0.61% of portfolio
|
Q4 2025
Added 7.07%
|
|
|
K.J. Harrison & Partners Inc
|
Nov 10, 2025 Q3 2025 |
5,950
shares
|
$3.96 Million
0.62% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
5,950
shares
|
$3.96 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Lom Asset Management LTD
Hamilton, |
Jan 23, 2026 Q4 2025 |
5,950
shares
|
$3.96 Million
1.21% of portfolio
|
Q4 2025
Reduced 0.5%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 28, 2025 Q3 2025 |
5,945
shares
|
$3.96 Million
1.33% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
5,944
shares
|
$3.96 Million
1.48% of portfolio
|
Q3 2025
Added 34.39%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Nov 06, 2025 Q3 2025 |
5,931
shares
|
$3.95 Million
2.42% of portfolio
|
Q3 2025
Reduced 91.42%
|
|
|
Strategic Investment Management, LLC
|
Oct 30, 2025 Q3 2025 |
5,930
shares
|
$3.95 Million
2.21% of portfolio
|
Q3 2025
Reduced 11.76%
|
|