Stock ownership · SEC 13F · Q4 2025

SPDR S&P 500 ETF TR

Institutional ownership of SPDR S&P 500 ETF TR (CUSIP 78462F103) - who holds it, how concentrated it is, and what moved last quarter.

$276.2M
Reported value
36
Institutions
70%
Top-5 share

The verdict

SPDR S&P 500 ETF TR is a very widely held name across institutional portfolios - 36 institutions report $276.2M in positions as of Q4 2025, with ownership concentrated among its largest holders.

36
institutions hold it
$276.2M
reported 13F value
70%
held by top 5
#46
of 216 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How to read this page

This page summarizes how large institutional investment managers report holding this security in their quarterly SEC Form 13F-HR filings. A 13F filing is a mandatory disclosure that any manager with at least $100 million in qualifying US-listed equity assets must submit to the Securities and Exchange Commission within 45 days of the end of each calendar quarter. The figures here therefore describe long equity positions as of a specific reporting quarter, not live market quotes, and not a manager's complete book. 13F disclosures deliberately exclude short positions, cash, most derivatives, non-US listings, and small holdings, so the institutional ownership shown is a floor rather than a full picture. "Holders" counts the distinct managers reporting a position; "reported value" sums the market value those managers disclosed; and "top-5 concentration" measures how much of that reported value sits with the five largest holders. Use these numbers to understand institutional interest and how it shifts quarter over quarter, never as a recommendation to buy or sell. Every figure is rendered directly from the underlying filings and can be verified against the original documents on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.

Reported value

$276.2M

Institutional 13F value

Institutions

36

Reporting holders

Top-5 concentration

70%

Held by 5 largest

New buyers

32

Opened Q4 2025

Broadly held Concentrated ownership

Top-5 holder concentration

0%100%70%
Top-5 holder concentration
Share of reported value held by the 5 largest institutions · Q4 2025
Ownership breadth 97.0%

SPDR S&P 500 ETF TR is more widely held than about 97% of the broadly-held stocks we track (by number of reporting institutions), as of Q4 2025.

Largest institutional holders of SPDR S&P 500 ETF TR
  1. 1
  2. 2
  3. 3
    MidFirst Bank $27.4M
  4. 4
  5. 5
  6. 6

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a SPDR S&P 500 ETF TR position has risen from 21 to 36 over the last 8 quarters of 13F filings.

102030405060 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 36
Distinct 13F filers holding SPDR S&P 500 ETF TR, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Westshore Wealth, LLC 99,378 $67.8M 24.5%
2 Naman Capital Ltda 81,041 $55.3M 20.0%
3 MidFirst Bank 40,207 $27.4M 9.9%
4 Aristides Capital LLC 36,464 $24.9M 9.0%
5 Tempo Wealth, LLC 28,349 $19.3M 7.0%
6 Lynch Investment Planning, LLC 15,997 $10.9M 4.0%
7 BEACON ADVISORS HOLDINGS, LLC 14,702 $10.0M 3.6%
8 SSA SWISS ADVISORS AG 10,554 $7.2M 2.6%
9 Stone Wealth Partners 10,245 $7.0M 2.5%
10 OakTrust Wealth Advisors, LLC 8,672 $5.9M 2.1%
11 Anchor Investment Management, LLC 7,895 $5.4M 1.9%
12 Investment Insight Wealth Management, LLC 6,169 $4.2M 1.5%
13 ARWA LLC 5,086 $3.5M 1.3%
14 Barnes Wealth Management Group, Inc 4,658 $3.2M 1.2%
15 DGS Capital Management, LLC 3,979 $2.7M 1.0%
16 Astoria Portfolio Advisors LLC. 3,836 $2.6M 0.9%
17 Diesslin Group, Inc. 3,315 $2.3M 0.8%
18 FLOYD FINANCIAL GROUP LLC 2,756 $1.9M 0.7%
19 Bell Investment Advisors, Inc 2,532 $1.7M 0.6%
20 KW WEALTH MANAGEMENT LLC 2,294 $1.6M 0.6%
21 Alpine Global Management, LLC 2,063 $1.4M 0.5%
22 BDFS Capital LLC 1,814 $1.2M 0.4%
23 WLTH Capital Management, LLC 1,791 $1.2M 0.4%
24 Compass Financial Services Inc 1,698 $1.2M 0.4%
25 Alternative Investment Advisors, LLC. 1,621 $1.1M 0.4%
26 Nolet Wealth Management, LLC 1,486 $1.0M 0.4%
27 TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 1,131 $774K 0.3%
28 TD Capital Management LLC 1,102 $752K 0.3%
29 Clear Retirement Advice LLC 874 $600K 0.2%
30 INSTRUMENTAL WEALTH, LLC 796 $549K 0.2%
31 Cross Staff Investments Inc 745 $508K 0.2%
32 Banque Transatlantique SA 635 $435K 0.2%
33 Financially in Tune, LLC 512 $349K 0.1%
34 CHELSEA COUNSEL CO 305 $209K 0.1%
35 Strategic Investment Solutions, Inc. /IL 93 $63K 0.0%
36 MARINER INVESTMENT GROUP LLC 50,000 $39K 0.0%

Latest Quarter Activity · Q4 2025

What the data says about SPDR S&P 500 ETF TR

A few large holders dominate this stock’s institutional float.

  • Track holder count and reported value quarter-over-quarter to read accumulation vs. distribution. Biggest movers
  • Compare against the most widely held stocks before reading any single position as a signal. Most-held stocks
  • Understand what 13F does and does not disclose. 13F limitations

Informational only, not investment advice. 13F is a 45-day-lagged snapshot of long US-equity positions; holdings may have changed.

Frequently Asked Questions

How many institutions hold SPDR S&P 500 ETF TR?
SPDR S&P 500 ETF TR is held by 36 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of SPDR S&P 500 ETF TR?
Institutions report $276.2M of SPDR S&P 500 ETF TR as of Q4 2025.
How concentrated is ownership of SPDR S&P 500 ETF TR?
The top five institutional holders account for 70% of the reported institutional value in SPDR S&P 500 ETF TR, making ownership concentrated among its largest holders.
Who is the largest institutional holder of SPDR S&P 500 ETF TR?
Westshore Wealth, LLC is the largest reported holder of SPDR S&P 500 ETF TR with $67.8M across 99,378 shares as of Q4 2025.
Where does this SPDR S&P 500 ETF TR data come from?
Every figure is rendered live from SEC Form 13F-HR filings in the EDGAR system. 13F is a mandatory quarterly disclosure of long US-listed equity positions, filed within 45 days of each quarter-end.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.