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 5,165 institutions that hold shares in the stock, with a total of 646 Million shares, which have been reported (via 13F filing form) to have a value of $415 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
269,209
shares
|
$173 Million
2.13% of portfolio
|
Q2 2025
Reduced 16.88%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
267,808
shares
|
$172 Million
6.75% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
266,609
shares
|
$171 Million
5.21% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
Taiyo Life Insurance CO
|
Jul 28, 2025 Q2 2025 |
261,000
shares
|
$168 Million
15.14% of portfolio
|
Q2 2025
Reduced 14.2%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
260,696
shares
|
$168 Million
1.57% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
257,846
shares
|
$166 Million
24.14% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
255,062
shares
|
$164 Million
2.59% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
251,435
shares
|
$162 Million
1.05% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
250,972
shares
|
$161 Million
0.93% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
250,753
shares
|
$161 Million
6.17% of portfolio
|
Q2 2025
Added 21.72%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
248,208
shares
|
$160 Million
0.77% of portfolio
|
Q2 2025
Added 21.11%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
247,299
shares
|
$159 Million
1.38% of portfolio
|
Q1 2025
Added 7.27%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
247,141
shares
|
$159 Million
0.25% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Conservest Capital Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
245,382
shares
|
$158 Million
15.09% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
243,696
shares
|
$157 Million
0.51% of portfolio
|
Q2 2025
Added 10.34%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
242,681
shares
|
$156 Million
11.95% of portfolio
|
Q1 2025
Reduced 9.05%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
241,658
shares
|
$155 Million
9.35% of portfolio
|
Q4 2024
Reduced 9.63%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
240,160
shares
|
$154 Million
0.26% of portfolio
|
Q1 2025
Reduced 30.22%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
239,503
shares
|
$154 Million
0.51% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
239,367
shares
|
$154 Million
25.98% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
239,113
shares
|
$154 Million
3.41% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
236,832
shares
|
$152 Million
35.93% of portfolio
|
Q2 2022
New holding
|
|
|
Pentwater Capital Management LP
Naples, FL |
Aug 14, 2025 Q2 2025 |
230,000
shares
|
$148 Million
0.95% of portfolio
|
Q2 2025
Reduced 61.67%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
228,602
shares
|
$147 Million
27.87% of portfolio
|
Q2 2025
Reduced 6.1%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
228,310
shares
|
$147 Million
2.15% of portfolio
|
Q2 2025
Added 1.38%
|