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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Bank Ozk
|
Nov 13, 2025 Q3 2025 |
4,934
shares
|
$3.28 Million
1.22% of portfolio
|
Q3 2025
Reduced 3.63%
|
|
|
Madrona Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
4,933
shares
|
$3.28 Million
0.78% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Nov 07, 2025 Q3 2025 |
4,932
shares
|
$3.28 Million
0.73% of portfolio
|
Q3 2025
Reduced 48.17%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
4,917
shares
|
$3.27 Million
0.96% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Manchester Financial Inc
|
Oct 15, 2025 Q3 2025 |
4,905
shares
|
$3.27 Million
0.73% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
4,905
shares
|
$3.27 Million
1.46% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
4,903
shares
|
$3.26 Million
1.19% of portfolio
|
Q3 2025
Reduced 32.03%
|
|
|
Crown Wealth Group, LLC
|
Jan 28, 2026 Q4 2025 |
4,902
shares
|
$3.26 Million
1.05% of portfolio
|
Q4 2025
Added 61.57%
|
|
|
Pennsylvania Capital Management Inc
|
Jan 26, 2026 Q4 2025 |
4,900
shares
|
$3.26 Million
0.96% of portfolio
|
Q4 2025
Reduced 0.26%
|
|
|
Vega Investment Solutions
Paris, I0 |
Aug 13, 2025 Q2 2025 |
4,889
shares
|
$3.25 Million
0.71% of portfolio
|
Q1 2025
New holding
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jan 20, 2026 Q4 2025 |
4,884
shares
|
$3.25 Million
0.81% of portfolio
|
Q4 2025
Reduced 0.85%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
4,878
shares
|
$3.25 Million
2.41% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Nikulski Financial, Inc.
|
Jan 15, 2026 Q4 2025 |
4,874
shares
|
$3.24 Million
0.82% of portfolio
|
Q4 2025
Reduced 29.57%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
4,845
shares
|
$3.23 Million
0.15% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jan 20, 2026 Q4 2025 |
4,839
shares
|
$3.22 Million
0.6% of portfolio
|
Q4 2025
Added 5.06%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
4,835
shares
|
$3.22 Million
0.02% of portfolio
|
Q3 2024
Added 502.12%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 05, 2026 Q4 2025 |
4,835
shares
|
$3.22 Million
0.53% of portfolio
|
Q4 2025
Reduced 2.22%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
4,834
shares
|
$3.22 Million
0.74% of portfolio
|
Q4 2025
Reduced 0.21%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Jan 23, 2026 Q4 2025 |
4,826
shares
|
$3.21 Million
2.43% of portfolio
|
Q4 2025
Added 0.23%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 23, 2026 Q4 2025 |
4,821
shares
|
$3.21 Million
2.77% of portfolio
|
Q4 2025
Reduced 15.73%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 14, 2025 Q3 2025 |
4,812
shares
|
$3.2 Million
1.33% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
4,812
shares
|
$3.2 Million
0.33% of portfolio
|
Q3 2025
Added 4.13%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
4,795
shares
|
$3.19 Million
0.47% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Noked Israel LTD
Ramat Hasharon, L3 |
Nov 13, 2025 Q3 2025 |
4,794
shares
|
$3.19 Million
0.5% of portfolio
|
Q4 2023
New holding
|
|