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

According to SEC Form 13F-HR filings in this corpus, SPDR S&P 500 ETF TR ranks #51 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 36 institutions report $276.2M 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
#51
of 775 by value

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

According to SEC Form 13F-HR filings in this corpus, SPDR S&P 500 ETF TR ranks #51 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 78462F103 · Q4 2025 $276M reported

VALUE-HEAVY · HOLDERS-MID · CONC-HEAVY · PHOTO-FINISH · ACTIVITY-HOT · BOOK-FULL

  • VALUE-HEAVY #51/775
  • HOLDERS-MID 36 filers
  • CONC-HEAVY 70% top-5
  • PHOTO-FINISH WARNER BROS DISCOVER…
  • ACTIVITY-HOT 32 new
  • BOOK-FULL 8Q history

Photo-finish peer on reported value: WARNER BROS DISCOVERY IN

Read with: Ownership concentration guide - SPDR S&P 500 ETF TR's top-five holders account for 70% of reported value — read concentration before treating any single filer as a signal.

Reported-value neighbourhood · SPDR S&P 500 ETF TR

Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.

WARNER BROS DISCOVER… · near$279MSPDR S&P 500 ETF TR · this s…$276MCARDINAL HEALTH · near$268MEXPEDIA GROUP · near$268MBERKSHIRE HATHAWAY DEL · near$266M
Aggregate reported institutional value ($)

SPDR S&P 500 ETF TR vs. the broadly-held institutional universe

Where this security's reporting-institution count sits among tracked 13F securities

36 Top 3% higher than 97% of 216 securities

Broadly-held tracked securities, banded by reporting-institution count

Each bar is a band; taller bars hold more securities. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.

Source SEC Form 13F-HR filings · Q4 2025

Largest institutional holders of SPDR S&P 500 ETF TR
  1. 1
    Westshore Wealth, LLC $67.8M
  2. 2
    Naman Capital Ltda $55.3M
  3. 3
    MidFirst Bank $27.4M
  4. 4
    Aristides Capital LLC $24.9M
  5. 5
    Tempo Wealth, LLC $19.3M
  6. 6
    Lynch Investment Planning, LLC $10.9M

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%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among SPDR S&P 500 ETF TR's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
79.8%
Shared-defined discretion (DFND)
20.2%

Latest Quarter Activity · Q4 2025

New positions (32)

Westshore Wealth, LLC $67.8M
Naman Capital Ltda $55.3M
MidFirst Bank $27.4M
Aristides Capital LLC $24.9M
Tempo Wealth, LLC $19.3M
Lynch Investment Planning, LLC $10.9M

Complete exits (46)

EQUITEC PROPRIETARY MARKETS, LLC exited
CIBC Private Wealth Group LLC exited
Urban Financial Advisory Corp exited
CONNORS INVESTOR SERVICES INC exited
PCG ASSET MANAGEMENT, LLC exited
LWM Advisory Services, LLC exited

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.
Where does SPDR S&P 500 ETF TR sit among tracked securities?▼
According to SEC Form 13F-HR filings in this corpus, SPDR S&P 500 ETF TR ranks #51 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
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.

Nationwide stocks with similar institutional value or holder count

Two 13F-derived peer sets for SPDR S&P 500 ETF TR: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.

Similar reported value

Nearest stocks by aggregate 13F reported value ($276.2M here).

WARNER BROS DISCOVERY IN $279.1M CARDINAL HEALTH INC $268.3M EXPEDIA GROUP INC $268.0M BERKSHIRE HATHAWAY INC DEL $266.5M

Similar holder count

Nearest stocks by number of disclosing 13F holders (36 here).

ALPHABET INC 35 META PLATFORMS INC 35 VISA INC 34 AMAZON COM INC 39

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.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.