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 |
|---|---|---|---|---|---|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
5,180
shares
|
$3.45 Million
0.24% of portfolio
|
Q3 2025
Added 83.88%
|
|
|
Omega Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
5,179
shares
|
$3.45 Million
1.15% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Governors Lane LP
New York, NY |
Nov 14, 2025 Q3 2025 |
5,170
shares
|
$3.44 Million
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Bourgeon Capital Management LLC
|
Jan 15, 2026 Q4 2025 |
5,167
shares
|
$3.44 Million
0.61% of portfolio
|
Q4 2025
Added 73.86%
|
|
|
Leeward Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
5,164
shares
|
$3.44 Million
1.0% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 06, 2025 Q3 2025 |
5,157
shares
|
$3.43 Million
2.06% of portfolio
|
Q3 2025
Added 37.85%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 20, 2025 Q3 2025 |
5,152
shares
|
$3.43 Million
0.92% of portfolio
|
Q3 2025
Added 7.62%
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
5,144
shares
|
$3.42 Million
0.39% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
5,143
shares
|
$3.42 Million
0.11% of portfolio
|
Q3 2022
Added 1.14%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 21, 2026 Q4 2025 |
5,139
shares
|
$3.42 Million
1.22% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
Greenfield Savings Bank
|
Oct 06, 2025 Q3 2025 |
5,128
shares
|
$3.41 Million
1.46% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Oct 20, 2025 Q3 2025 |
5,125
shares
|
$3.41 Million
1.31% of portfolio
|
Q2 2025
Reduced 12.09%
|
|
|
Financial Advisors Network, Inc.
|
Nov 14, 2025 Q3 2025 |
5,103
shares
|
$3.4 Million
0.49% of portfolio
|
Q3 2025
Reduced 6.59%
|
|
|
Mor Wealth Management, LLC
Philadelphia, PA |
Jan 14, 2026 Q4 2025 |
5,095
shares
|
$3.39 Million
1.59% of portfolio
|
Q4 2025
New holding
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
5,092
shares
|
$3.39 Million
0.23% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 06, 2026 Q4 2025 |
5,075
shares
|
$3.38 Million
1.61% of portfolio
|
Q4 2025
Reduced 1.78%
|
|
|
Vera Bank, N.A.
|
Nov 07, 2025 Q3 2025 |
5,046
shares
|
$3.36 Million
0.7% of portfolio
|
Q3 2025
Added 13.67%
|
|
|
Signature Securities Group Corporation
|
Jan 13, 2026 Q4 2025 |
5,038
shares
|
$3.35 Million
1.14% of portfolio
|
Q4 2025
Reduced 48.39%
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
5,034
shares
|
$3.35 Million
0.5% of portfolio
|
Q3 2025
Added 24.17%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
5,032
shares
|
$3.35 Million
2.02% of portfolio
|
Q2 2022
Added 23.94%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
5,029
shares
|
$3.35 Million
0.94% of portfolio
|
Q4 2023
Reduced 0.02%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
5,027
shares
|
$3.35 Million
0.93% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Noesis Capital Mangement Corp
|
Oct 23, 2025 Q3 2025 |
5,026
shares
|
$3.35 Million
0.52% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
5,021
shares
|
$3.34 Million
0.55% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Parisi Gray Wealth Management
|
Jan 07, 2026 Q4 2025 |
5,014
shares
|
$3.34 Million
0.85% of portfolio
|
Q4 2025
Reduced 5.54%
|
|