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 |
|---|---|---|---|---|---|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
5,008
shares
|
$3.33 Million
7.2% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jan 28, 2026 Q4 2025 |
5,003
shares
|
$3.33 Million
0.74% of portfolio
|
Q4 2025
Added 1.21%
|
|
|
Broderick Brian C
|
Nov 07, 2025 Q3 2025 |
5,000
shares
|
$3.33 Million
0.68% of portfolio
|
Q1 2025
Reduced 52.83%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Nov 06, 2025 Q3 2025 |
5,000
shares
|
$3.33 Million
6.1% of portfolio
|
Q3 2025
New holding
|
|
|
Shay Capital LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,000
shares
|
$3.33 Million
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
Pavion Blue Capital, LLC
|
Jan 27, 2026 Q4 2025 |
4,998
shares
|
$3.33 Million
1.45% of portfolio
|
Q4 2025
Reduced 0.08%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jan 26, 2026 Q4 2025 |
4,995
shares
|
$3.33 Million
0.8% of portfolio
|
Q4 2025
Added 4.89%
|
|
|
Private Wealth Group, LLC
|
Jan 12, 2026 Q4 2025 |
4,994
shares
|
$3.32 Million
1.6% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Alpha Wealth Funds, LLC
Park City, UT |
Oct 14, 2025 Q3 2025 |
4,991
shares
|
$3.32 Million
2.43% of portfolio
|
Q3 2025
Reduced 17.6%
|
|
|
Paladin Advisory Group, LLC
|
Jan 21, 2026 Q4 2025 |
4,985
shares
|
$3.32 Million
2.54% of portfolio
|
Q4 2025
Reduced 3.32%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
4,984
shares
|
$3.32 Million
0.62% of portfolio
|
Q1 2025
Added 16.58%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 21, 2026 Q4 2025 |
4,980
shares
|
$3.32 Million
0.52% of portfolio
|
Q4 2025
Added 21.73%
|
|
|
Asset Allocation & Management Company, LLC
|
Jan 12, 2026 Q4 2025 |
4,979
shares
|
$3.31 Million
1.35% of portfolio
|
Q1 2024
Reduced 9.91%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
4,976
shares
|
$3.31 Million
1.4% of portfolio
|
Q3 2025
Added 15.24%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Jan 27, 2026 Q4 2025 |
4,976
shares
|
$3.31 Million
2.03% of portfolio
|
Q4 2025
Reduced 0.46%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
4,974
shares
|
$3.31 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Verus Financial Partners, Inc.
|
Oct 30, 2025 Q3 2025 |
4,971
shares
|
$3.31 Million
0.32% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Nov 10, 2025 Q3 2025 |
4,962
shares
|
$3.3 Million
0.64% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Epiq Partners, LLC
|
Jan 07, 2026 Q4 2025 |
4,959
shares
|
$3.3 Million
1.81% of portfolio
|
Q4 2025
Reduced 2.17%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
4,958
shares
|
$3.3 Million
0.54% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 16, 2026 Q4 2025 |
4,958
shares
|
$3.3 Million
0.27% of portfolio
|
Q4 2025
Reduced 4.12%
|
|
|
Cottage Street Advisors LLC
|
Jan 26, 2026 Q4 2025 |
4,956
shares
|
$3.3 Million
1.43% of portfolio
|
Q4 2025
Reduced 0.34%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 26, 2026 Q4 2025 |
4,951
shares
|
$3.3 Million
0.91% of portfolio
|
Q4 2025
Reduced 19.01%
|
|
|
Searle & Co.
|
Nov 03, 2025 Q3 2025 |
4,950
shares
|
$3.3 Million
0.89% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
4,941
shares
|
$3.29 Million
0.29% of portfolio
|
Q3 2025
Reduced 1.5%
|
|