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 |
|---|---|---|---|---|---|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 23, 2026 Q4 2025 |
5,327
shares
|
$3.55 Million
1.09% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Stevard, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
5,324
shares
|
$3.54 Million
11.65% of portfolio
|
Q3 2024
Reduced 46.18%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
5,322
shares
|
$3.54 Million
0.19% of portfolio
|
Q4 2025
Reduced 26.68%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
5,312
shares
|
$3.54 Million
0.54% of portfolio
|
Q3 2025
Reduced 6.13%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 12, 2026 Q4 2025 |
5,302
shares
|
$3.53 Million
0.71% of portfolio
|
Q4 2025
Added 3.21%
|
|
|
Wealth Management Partners, LLC
|
Jan 12, 2026 Q4 2025 |
5,295
shares
|
$3.52 Million
1.21% of portfolio
|
Q4 2025
Added 5.48%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Oct 30, 2025 Q3 2025 |
5,293
shares
|
$3.52 Million
0.59% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2025 Q3 2025 |
5,292
shares
|
$3.52 Million
0.18% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
5,276
shares
|
$3.51 Million
0.02% of portfolio
|
Q3 2025
Added 18.06%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
5,273
shares
|
$3.51 Million
1.48% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
5,265
shares
|
$3.5 Million
0.5% of portfolio
|
Q4 2025
Added 1.09%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 16, 2026 Q4 2025 |
5,257
shares
|
$3.5 Million
0.29% of portfolio
|
Q4 2025
Reduced 0.3%
|
|
|
Lvw Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
5,253
shares
|
$3.5 Million
0.39% of portfolio
|
Q4 2025
Reduced 4.72%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
5,247
shares
|
$3.49 Million
0.44% of portfolio
|
Q3 2025
Added 13.03%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2026 Q4 2025 |
5,241
shares
|
$3.49 Million
0.49% of portfolio
|
Q4 2025
Added 10.97%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
5,235
shares
|
$3.48 Million
2.62% of portfolio
|
Q3 2025
Reduced 74.92%
|
|
|
Evergreen Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
5,232
shares
|
$3.48 Million
0.86% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Nov 14, 2025 Q3 2025 |
5,206
shares
|
$3.47 Million
1.24% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Integrated Financial Solutions, Inc.
Reston, VA |
Jan 23, 2026 Q4 2025 |
5,206
shares
|
$3.47 Million
2.13% of portfolio
|
Q4 2025
Added 8.21%
|
|
|
Rede Wealth, LLC
|
Jan 23, 2026 Q4 2025 |
5,192
shares
|
$3.46 Million
1.22% of portfolio
|
Q4 2025
Added 204.87%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
5,192
shares
|
$3.46 Million
0.41% of portfolio
|
Q2 2025
Added 134.72%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
5,191
shares
|
$3.46 Million
0.35% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 05, 2025 Q3 2025 |
5,189
shares
|
$3.45 Million
0.79% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Nov 12, 2025 Q3 2025 |
5,184
shares
|
$3.45 Million
0.97% of portfolio
|
Q3 2025
New holding
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 04, 2025 Q3 2025 |
5,182
shares
|
$3.45 Million
0.28% of portfolio
|
Q3 2025
Added 6.6%
|
|