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 |
|---|---|---|---|---|---|
|
Mitchell Sinkler & Starr
|
Nov 04, 2025 Q3 2025 |
5,495
shares
|
$3.66 Million
1.67% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
5,486
shares
|
$3.65 Million
0.37% of portfolio
|
Q2 2023
Added 2.85%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Oct 30, 2025 Q3 2025 |
5,476
shares
|
$3.65 Million
2.15% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
5,468
shares
|
$3.64 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Evensky & Katz LLC
|
Nov 13, 2025 Q3 2025 |
5,466
shares
|
$3.64 Million
0.21% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Novem Group
Rochester, NY |
Jan 27, 2026 Q4 2025 |
5,451
shares
|
$3.63 Million
0.43% of portfolio
|
Q4 2025
Added 48.81%
|
|
|
Wj Financial Advisors LLC
Killingworth, CT |
Nov 06, 2025 Q3 2025 |
5,442
shares
|
$3.62 Million
3.52% of portfolio
|
Q3 2025
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
5,437
shares
|
$3.62 Million
5.39% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Jgp Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
5,436
shares
|
$3.62 Million
0.39% of portfolio
|
Q4 2025
Added 69.72%
|
|
|
Epacria Capital Partners, LLC
Boulder, CO |
Nov 13, 2025 Q3 2025 |
5,432
shares
|
$3.62 Million
2.94% of portfolio
|
Q2 2025
Reduced 63.79%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
5,427
shares
|
$3.61 Million
0.82% of portfolio
|
Q3 2025
Reduced 7.01%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
5,424
shares
|
$3.61 Million
0.14% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Jan 26, 2026 Q4 2025 |
5,415
shares
|
$3.6 Million
1.25% of portfolio
|
Q4 2025
Reduced 3.63%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
5,413
shares
|
$3.6 Million
0.44% of portfolio
|
Q3 2025
Added 8.41%
|
|
|
Middleton & CO Inc
|
Oct 29, 2025 Q3 2025 |
5,399
shares
|
$3.59 Million
0.39% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Green Square Capital Advisors LLC
|
Nov 14, 2025 Q3 2025 |
5,380
shares
|
$3.58 Million
0.39% of portfolio
|
Q2 2025
Added 129.03%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
5,379
shares
|
$3.58 Million
0.28% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 20, 2025 Q3 2025 |
5,379
shares
|
$3.58 Million
1.01% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Nov 12, 2025 Q3 2025 |
5,365
shares
|
$3.57 Million
2.48% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 20, 2026 Q4 2025 |
5,364
shares
|
$3.57 Million
0.81% of portfolio
|
Q4 2025
Reduced 1.01%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 27, 2026 Q4 2025 |
5,362
shares
|
$3.57 Million
0.33% of portfolio
|
Q4 2025
Added 2.47%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Jan 12, 2026 Q4 2025 |
5,362
shares
|
$3.57 Million
2.99% of portfolio
|
Q4 2025
Added 0.49%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
5,355
shares
|
$3.56 Million
1.35% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Gilbert & Cook, Inc.
|
Jan 07, 2026 Q4 2025 |
5,350
shares
|
$3.56 Million
0.46% of portfolio
|
Q4 2025
Reduced 3.39%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
5,350
shares
|
$3.56 Million
1.39% of portfolio
|
Q3 2025
Reduced 2.07%
|
|