SPY SPDR S&P 500
SPDR S&P 500 (SPY) Institutional Ownership
What the institutions did with SPY last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Cohen Klingenstein LLC | 1.1M | 3.0% |
| Valeo Financial Advisors, LLC | 894.6K | 2.4% |
| TD Waterhouse Canada Inc. | 794.1K | 2.1% |
| GoalVest Advisory LLC | 721.1K | 1.9% |
| Greenfield FTC, Inc. | 699.1K | 1.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 644.9K | 1.7% |
| MIRAE ASSET SECURITIES (USA) INC. | 556.2K | 1.5% |
| BIP Wealth, LLC | 519.0K | 1.4% |
| ANGELES WEALTH MANAGEMENT, LLC | 498.6K | 1.3% |
| HB Wealth Management, LLC | 485.6K | 1.3% |
| Measured Risk Portfolios, Inc. | 457.9K | 1.2% |
| PPSC Investment Service Corp | 370.2K | 1.0% |
| Shulman DeMeo Asset Management LLC | 365.4K | 1.0% |
| CV Advisors LLC | 339.9K | 0.9% |
| Berkshire Money Management, Inc. | 339.2K | 0.9% |
| BAILARD, INC. | 301.7K | 0.8% |
| Fifth Third Wealth Advisors LLC | 299.1K | 0.8% |
| Brookstone Capital Management | 294.5K | 0.8% |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 293.5K | 0.8% |
| Diversify Advisory Services, LLC | 292.5K | 0.8% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 292.5K | 0.8% |
| Pacific Capital Wealth Advisors, Inc. | 281.7K | 0.8% |
| Concurrent Investment Advisors, LLC | 280.0K | 0.8% |
| SIMON QUICK ADVISORS, LLC | 277.8K | 0.7% |
| Howard Capital Management, LLC | 269.1K | 0.7% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| GoalVest Advisory LLC | Increased | 3.8K | 721.1K | +717.3K |
| Insight Wealth Partners, LLC | Reduced | 601.8K | 2.5K | -599.4K |
| MIRAE ASSET SECURITIES (USA) INC. | Reduced | 848.2K | 556.2K | -291.9K |
| Measured Risk Portfolios, Inc. | Reduced | 710.1K | 457.9K | -252.1K |
| Kapitalo Investimentos Ltda | Reduced | 201.3K | 26.9K | -174.4K |
| STATE OF MICHIGAN RETIREMENT SYSTEM | Reduced | 407.2K | 293.5K | -113.6K |
| ANGELES WEALTH MANAGEMENT, LLC | Reduced | 606.5K | 498.6K | -107.9K |
| BAILARD, INC. | Increased | 204.4K | 301.7K | +97.2K |
| Fortitude Financial, LLC | Increased | 927 | 94.7K | +93.8K |
| CenterStar Asset Management, LLC | Sold Out | 85.7K | 0 | -85.7K |
| PRAIRIE ADVISORY, LLC | Increased | 79.4K | 158.2K | +78.8K |
| Atria Investments, Inc | Reduced | 170.3K | 105.0K | -65.4K |
| Teramo Advisors, LLC | Reduced | 185.0K | 125.0K | -60.0K |
| Encompass More Asset Management | Increased | 2.6K | 58.6K | +56.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 592.4K | 644.9K | +52.5K |
| CV Advisors LLC | Increased | 288.2K | 339.9K | +51.7K |
| Concurrent Investment Advisors, LLC | Increased | 234.9K | 280.0K | +45.0K |
| Praxis Capital Management LLC | Reduced | 53.9K | 16.5K | -37.5K |
| Fluent Financial, LLC | Reduced | 54.7K | 21.6K | -33.1K |
| Commonwealth Financial Services, LLC | Reduced | 94.0K | 61.4K | -32.7K |
| Turtle Creek Wealth Advisors, LLC | Reduced | 121.5K | 90.3K | -31.2K |
| Kellett Wealth Advisors, LLC | Reduced | 51.5K | 21.4K | -30.1K |
| Kopp Family Office, LLC | Increased | 30.2K | 59.5K | +29.4K |
| Crescent Grove Advisors, LLC | Increased | 48.0K | 77.3K | +29.3K |
| TSFG, LLC | Increased | 19.5K | 47.4K | +27.9K |
| Gainplan LLC | Increased | 124.7K | 150.6K | +25.9K |
| BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT | Reduced | 176.1K | 150.3K | -25.8K |
| Schear Investment Advisers, LLC | Increased | 6.3K | 30.8K | +24.5K |
| TD Waterhouse Canada Inc. | Increased | 770.0K | 794.1K | +24.1K |
| BANQUE PICTET & CIE SA | Increased | 136.7K | 160.8K | +24.1K |
| QUADRANT CAPITAL GROUP LLC | Reduced | 48.4K | 24.5K | -24.0K |
| Neumann Capital Management, LLC | New | 0 | 22.3K | +22.3K |
| Fire Capital Management LLC | Increased | 4.7K | 26.0K | +21.4K |
| Hardworking Capital Advisors, LLC | Reduced | 20.0K | 207 | -19.8K |
| North Dakota State Investment Board | New | 0 | 18.6K | +18.6K |
| Valeo Financial Advisors, LLC | Reduced | 912.7K | 894.6K | -18.1K |
| AAFMAA Wealth Management & Trust LLC | Increased | 19.8K | 37.7K | +18.0K |
| Beacon Capital Management, LLC | Reduced | 140.8K | 123.0K | -17.7K |
| WestEnd Advisors, LLC | Reduced | 30.2K | 12.5K | -17.7K |
| Vontobel Holding Ltd. | Reduced | 231.5K | 214.6K | -16.9K |
| AXXCESS WEALTH MANAGEMENT, LLC | Reduced | 61.5K | 44.8K | -16.7K |
| Blue Trust, Inc. | Increased | 9.0K | 25.5K | +16.6K |
| FCG Investment Co | Reduced | 22.5K | 6.0K | -16.5K |
| PPSC Investment Service Corp | Increased | 354.0K | 370.2K | +16.3K |
| Busey Bank | Reduced | 132.7K | 116.8K | -15.9K |
| MISSION WEALTH MANAGEMENT, LP | Reduced | 72.2K | 56.3K | -15.9K |
| BIP Wealth, LLC | Increased | 503.3K | 519.0K | +15.7K |
| TrueWealth Advisors, LLC | Reduced | 34.4K | 18.9K | -15.5K |
| OPPENHEIMER & CO INC | Increased | 126.9K | 142.1K | +15.3K |
| MILESTONE ASSET MANAGEMENT, LLC | Reduced | 18.5K | 3.7K | -14.8K |
| GATEWAY INVESTMENT ADVISERS LLC | Increased | 46.9K | 61.5K | +14.6K |
| McAlister, Sweet & Associates, Inc. | Reduced | 82.7K | 68.3K | -14.4K |
| WORLD EQUITY GROUP, INC. | Reduced | 25.2K | 10.8K | -14.4K |
| HB Wealth Management, LLC | Increased | 471.3K | 485.6K | +14.4K |
| Canoe Financial LP | Sold Out | 14.3K | 0 | -14.3K |
| Wealth Science Advisors LLC | New | 0 | 14.2K | +14.2K |
| Global Strategic Investment Solutions, LLC | Increased | 200 | 14.0K | +13.8K |
| Seven Post Investment Office LP | Reduced | 69.9K | 56.3K | -13.6K |
| ANCHYRA PARTNERS LLC | Increased | 4.5K | 18.1K | +13.5K |
| Robertson Stephens Wealth Management, LLC | Reduced | 71.4K | 58.0K | -13.3K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.