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 |
|---|---|---|
| GoalVest Advisory LLC | 721.1K | 44.5% |
| Pacific Wealth Management | 175.3K | 10.8% |
| EASTERN BANK | 153.8K | 9.5% |
| BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT | 150.3K | 9.3% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 91.5K | 5.6% |
| Central Pacific Bank - Trust Division | 41.1K | 2.5% |
| CX Institutional | 30.1K | 1.9% |
| CACTI ASSET MANAGEMENT LLC | 25.3K | 1.6% |
| ROCKLAND TRUST CO | 25.0K | 1.5% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 23.3K | 1.4% |
| Hickory Point Bank & Trust | 21.8K | 1.3% |
| Coastline Trust Co | 18.6K | 1.1% |
| Montecito Bank & Trust | 18.5K | 1.1% |
| Frisco Financial Planning LLC | 13.4K | 0.8% |
| COLLECTIVE FAMILY OFFICE LLC | 12.0K | 0.7% |
| PRIVATE CLIENT SERVICES, LLC | 8.9K | 0.5% |
| MassMutual Private Wealth & Trust, FSB | 8.6K | 0.5% |
| Stonebridge Financial Group, LLC | 8.1K | 0.5% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 7.9K | 0.5% |
| TOMPKINS FINANCIAL CORP | 7.8K | 0.5% |
| Stairway Partners, LLC | 7.8K | 0.5% |
| PARK NATIONAL CORP /OH/ | 5.7K | 0.4% |
| CapWealth Advisors, LLC | 4.1K | 0.3% |
| General Partner, Inc. | 4.1K | 0.3% |
| Olistico Wealth, LLC | 3.9K | 0.2% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| GoalVest Advisory LLC | Increased | 3.8K | 721.1K | +717.3K |
| BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT | Reduced | 176.1K | 150.3K | -25.8K |
| Coastline Trust Co | Reduced | 23.9K | 18.6K | -5.3K |
| MassMutual Private Wealth & Trust, FSB | Reduced | 12.5K | 8.6K | -3.9K |
| PRIVATE CLIENT SERVICES, LLC | Reduced | 11.9K | 8.9K | -3.0K |
| EASTERN BANK | Reduced | 155.5K | 153.8K | -1.6K |
| FIRST FINANCIAL BANK - TRUST DIVISION | Increased | 89.9K | 91.5K | +1.5K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Reduced | 8.9K | 7.9K | -1.0K |
| CapWealth Advisors, LLC | Increased | 3.3K | 4.1K | +782 |
| Montecito Bank & Trust | Reduced | 19.1K | 18.5K | -604 |
| Pacific Wealth Management | Increased | 174.7K | 175.3K | +586 |
| Adelphi Trust Co | Increased | 1.8K | 2.3K | +514 |
| ROCKLAND TRUST CO | Reduced | 25.5K | 25.0K | -514 |
| Central Pacific Bank - Trust Division | Reduced | 41.6K | 41.1K | -463 |
| COLLECTIVE FAMILY OFFICE LLC | Reduced | 12.4K | 12.0K | -389 |
| CX Institutional | Reduced | 30.5K | 30.1K | -318 |
| Hickory Point Bank & Trust | Reduced | 22.1K | 21.8K | -297 |
| TOMPKINS FINANCIAL CORP | Increased | 7.5K | 7.8K | +279 |
| Frisco Financial Planning LLC | Reduced | 13.7K | 13.4K | -248 |
| FC Advisory LLC | Reduced | 932 | 801 | -131 |
| Noble Wealth Management PBC | Reduced | 1.2K | 1.1K | -70 |
| Versant Capital Management, Inc | Increased | 1.3K | 1.3K | +69 |
| Violich Capital Management, Inc. | Increased | 3.4K | 3.4K | +63 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Reduced | 23.4K | 23.3K | -60 |
| PARK NATIONAL CORP /OH/ | Increased | 5.7K | 5.7K | +44 |
| Gladwyn Financial Advisors, Inc. | Reduced | 2.8K | 2.7K | -36 |
| Silverleafe Capital Partners, LLC | Increased | 2.8K | 2.8K | +31 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Reduced | 2.0K | 2.0K | -22 |
| Stonebridge Financial Group, LLC | Reduced | 8.1K | 8.1K | -19 |
| Marotta Asset Management | Increased | 1.1K | 1.1K | +8 |
| Olistico Wealth, LLC | Reduced | 3.9K | 3.9K | -3 |
| Roxbury Financial LLC | Increased | 872 | 874 | +2 |
| Beacon Wealthcare LLC | Increased | 2.2K | 2.2K | +2 |
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.