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 |
|---|---|---|---|---|---|
|
Strategic Investment Management, LLC
|
Oct 30, 2025 Q3 2025 |
5,930
shares
|
$3.95 Million
2.21% of portfolio
|
Q3 2025
Reduced 11.76%
|
|
|
First National Bank Sioux Falls
|
Oct 21, 2025 Q3 2025 |
5,929
shares
|
$3.95 Million
1.38% of portfolio
|
Q3 2023
Added 480.71%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Jan 27, 2026 Q4 2025 |
5,925
shares
|
$3.94 Million
7.47% of portfolio
|
Q4 2025
Reduced 60.41%
|
|
|
Braun Stacey Associates Inc
|
Jan 20, 2026 Q4 2025 |
5,924
shares
|
$3.94 Million
0.14% of portfolio
|
Q4 2025
Reduced 2.03%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Jan 08, 2026 Q4 2025 |
5,923
shares
|
$3.94 Million
3.55% of portfolio
|
Q4 2025
Reduced 0.19%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
5,922
shares
|
$3.94 Million
0.12% of portfolio
|
Q3 2022
Reduced 0.42%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 04, 2025 Q3 2025 |
5,920
shares
|
$3.94 Million
1.14% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
5,914
shares
|
$3.94 Million
0.52% of portfolio
|
Q3 2025
Reduced 9.9%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
5,905
shares
|
$3.93 Million
0.35% of portfolio
|
Q3 2025
Added 80.86%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2026 Q4 2025 |
5,897
shares
|
$3.93 Million
1.61% of portfolio
|
Q4 2025
Added 0.63%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2025 Q3 2025 |
5,892
shares
|
$3.92 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
5,880
shares
|
$3.91 Million
1.07% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
5,879
shares
|
$3.91 Million
0.03% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 29, 2025 Q3 2025 |
5,878
shares
|
$3.91 Million
2.84% of portfolio
|
Q3 2025
Reduced 13.93%
|
|
|
Next Capital Management LLC
|
Nov 05, 2025 Q3 2025 |
5,848
shares
|
$3.89 Million
1.32% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Oct 15, 2025 Q3 2025 |
5,843
shares
|
$3.89 Million
1.41% of portfolio
|
Q3 2025
Reduced 10.08%
|
|
|
Lockerman Financial Group, Inc.
|
Jan 20, 2026 Q4 2025 |
5,839
shares
|
$3.89 Million
8.55% of portfolio
|
Q4 2025
Reduced 53.25%
|
|
|
Fagan Associates, Inc.
|
Nov 14, 2025 Q3 2025 |
5,833
shares
|
$3.88 Million
0.57% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 26, 2026 Q4 2025 |
5,831
shares
|
$3.88 Million
0.29% of portfolio
|
Q4 2025
Reduced 8.25%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Jan 12, 2026 Q4 2025 |
5,825
shares
|
$3.88 Million
1.93% of portfolio
|
Q4 2025
Reduced 2.53%
|
|
|
Capital City Trust CO
|
Oct 27, 2025 Q3 2025 |
5,817
shares
|
$3.87 Million
1.01% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 10, 2025 Q3 2025 |
5,816
shares
|
$3.87 Million
1.09% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
5,813
shares
|
$3.87 Million
1.73% of portfolio
|
Q2 2025
Reduced 12.48%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 14, 2025 Q3 2025 |
5,812
shares
|
$3.87 Million
0.65% of portfolio
|
Q3 2025
Reduced 4.06%
|
|
|
Smith Asset Management Co., LLC
Chiefland, FL |
Nov 03, 2025 Q3 2025 |
5,811
shares
|
$3.87 Million
3.3% of portfolio
|
Q3 2025
Added 1.88%
|
|