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 |
|---|---|---|---|---|---|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 22, 2025 Q3 2025 |
5,645
shares
|
$3.76 Million
1.21% of portfolio
|
Q3 2025
Reduced 6.63%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
5,644
shares
|
$3.76 Million
0.29% of portfolio
|
Q2 2023
Added 0.04%
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
5,639
shares
|
$3.75 Million
0.41% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
5,632
shares
|
$3.75 Million
1.11% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Rational Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
5,606
shares
|
$3.73 Million
0.44% of portfolio
|
Q3 2025
Reduced 18.62%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 10, 2025 Q3 2025 |
5,596
shares
|
$3.73 Million
1.69% of portfolio
|
Q3 2025
Added 768.94%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Jan 14, 2026 Q4 2025 |
5,578
shares
|
$3.71 Million
0.13% of portfolio
|
Q4 2025
Reduced 2.84%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
5,576
shares
|
$3.71 Million
0.4% of portfolio
|
Q4 2022
Added 14.29%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2026 Q4 2025 |
5,563
shares
|
$3.7 Million
0.14% of portfolio
|
Q4 2025
Reduced 1.45%
|
|
|
Ddd Partners, LLC
|
Nov 06, 2025 Q3 2025 |
5,559
shares
|
$3.7 Million
0.24% of portfolio
|
Q3 2025
Reduced 26.45%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jan 21, 2026 Q4 2025 |
5,558
shares
|
$3.7 Million
0.86% of portfolio
|
Q4 2025
Reduced 6.07%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
5,545
shares
|
$3.69 Million
0.15% of portfolio
|
Q2 2022
Added 6.43%
|
|
|
Parsons Capital Management Inc
|
Jan 13, 2026 Q4 2025 |
5,544
shares
|
$3.69 Million
0.21% of portfolio
|
Q4 2025
Reduced 2.05%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Jan 20, 2026 Q4 2025 |
5,544
shares
|
$3.69 Million
1.98% of portfolio
|
Q4 2025
Reduced 2.43%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
5,535
shares
|
$3.68 Million
0.61% of portfolio
|
Q3 2025
Added 16.6%
|
|
|
Fire Capital Management LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
5,533
shares
|
$3.68 Million
2.12% of portfolio
|
Q3 2025
Reduced 44.41%
|
|
|
Meketa Capital, LLC
Westwood, MA |
Feb 14, 2025 Q4 2024 |
5,527
shares
|
$3.68 Million
7.26% of portfolio
|
Q4 2024
New holding
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
5,525
shares
|
$3.68 Million
0.82% of portfolio
|
Q2 2022
Reduced 1.46%
|
|
|
Northstar Group, Inc.
|
Oct 22, 2025 Q3 2025 |
5,524
shares
|
$3.68 Million
0.54% of portfolio
|
Q2 2025
Added 12.12%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 05, 2025 Q3 2025 |
5,513
shares
|
$3.67 Million
1.26% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Nov 12, 2025 Q3 2025 |
5,512
shares
|
$3.67 Million
0.63% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Miller Howard Investments Inc
|
Jan 27, 2026 Q4 2025 |
5,508
shares
|
$3.67 Million
0.12% of portfolio
|
Q4 2025
Added 1364.89%
|
|
|
Rba Wealth Management, LLC
|
Jan 23, 2026 Q4 2025 |
5,507
shares
|
$3.67 Million
1.29% of portfolio
|
Q4 2025
Added 864.45%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
5,506
shares
|
$3.67 Million
0.45% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Duncker Streett & CO Inc
|
Jan 27, 2026 Q4 2025 |
5,496
shares
|
$3.66 Million
0.64% of portfolio
|
Q4 2025
Reduced 2.26%
|
|