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 5,292 institutions that hold shares in the stock, with a total of 557 Million shares, which have been reported (via 13F filing form) to have a value of $371 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Benjamin Joseph Floyd Dba Floyd Capital Management
Texarkana, TX |
Jan 07, 2026 Q4 2025 |
75,420
shares
|
$50.2 Million
100.0% of portfolio
|
Q4 2025
Reduced 75.0%
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Oct 30, 2025 Q3 2025 |
75,199
shares
|
$50.1 Million
18.09% of portfolio
|
Q3 2025
Added 4.64%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2025 Q3 2025 |
75,171
shares
|
$50 Million
0.22% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
75,170
shares
|
$50 Million
1.67% of portfolio
|
Q4 2024
Added 78.25%
|
|
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
Nov 10, 2025 Q3 2025 |
75,000
shares
|
$49.9 Million
25.29% of portfolio
|
Q3 2025
Reduced 6.25%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
74,513
shares
|
$49.6 Million
3.25% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
74,507
shares
|
$49.6 Million
0.04% of portfolio
|
Q3 2022
Reduced 10.05%
|
|
|
Thor Trading Advisors, LLC
Greensburg, PA |
Nov 05, 2025 Q3 2025 |
74,476
shares
|
$49.6 Million
25.24% of portfolio
|
Q3 2025
Added 227.63%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 30, 2025 Q3 2025 |
73,768
shares
|
$49.1 Million
8.32% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
73,581
shares
|
$49 Million
0.56% of portfolio
|
Q3 2025
Reduced 4.92%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
73,230
shares
|
$48.7 Million
0.96% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 07, 2025 Q3 2025 |
72,891
shares
|
$48.5 Million
6.1% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
72,859
shares
|
$48.5 Million
1.31% of portfolio
|
Q4 2023
New holding
|
|
|
Allie Family Office LLC
|
Nov 14, 2025 Q3 2025 |
72,791
shares
|
$48.5 Million
20.91% of portfolio
|
Q3 2025
Reduced 18.38%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
72,312
shares
|
$48.1 Million
12.3% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
72,136
shares
|
$48 Million
10.45% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
72,099
shares
|
$48 Million
0.44% of portfolio
|
Q2 2024
Added 0.29%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
71,463
shares
|
$47.6 Million
8.31% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Nov 25, 2025 Q3 2025 |
71,391
shares
|
$47.5 Million
4.16% of portfolio
|
Q3 2025
Reduced 9.28%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
71,089
shares
|
$47.3 Million
2.39% of portfolio
|
Q3 2022
Added 2.09%
|
|
|
Berkshire Bank
|
Oct 24, 2025 Q3 2025 |
70,776
shares
|
$47.1 Million
10.52% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
70,616
shares
|
$47 Million
8.05% of portfolio
|
Q3 2025
Added 8.91%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 13, 2025 Q3 2025 |
70,376
shares
|
$46.8 Million
5.08% of portfolio
|
Q3 2025
Reduced 11.63%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
70,133
shares
|
$46.7 Million
32.36% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Strategic Wealth Investment Group, LLC
|
Nov 14, 2025 Q3 2025 |
70,094
shares
|
$46.7 Million
4.26% of portfolio
|
Q3 2025
Added 2126.62%
|
|