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 5,224 institutions that hold shares in the stock, with a total of 631 Million shares, which have been reported (via 13F filing form) to have a value of $424 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
228,602
shares
|
$153 Million
27.87% of portfolio
|
Q2 2025
Reduced 6.1%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
228,310
shares
|
$153 Million
2.15% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
226,745
shares
|
$152 Million
0.37% of portfolio
|
Q2 2025
Added 13.56%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
225,379
shares
|
$151 Million
6.22% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Texas Permanent School Fund
Austin, TX |
Sep 24, 2025 Q2 2025 |
224,378
shares
|
$151 Million
1.5% of portfolio
|
Q2 2025
Added 26933.49%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
223,315
shares
|
$150 Million
21.91% of portfolio
|
Q2 2025
Reduced 15.81%
|
|
|
Jana Partners LLC
New York, NY |
Aug 14, 2023 Q2 2023 |
221,133
shares
|
$148 Million
7.32% of portfolio
|
Q2 2023
Reduced 2.38%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
220,511
shares
|
$148 Million
3.94% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Silicon Valley Capital Partners
|
Sep 11, 2025 Q2 2025 |
218,873
shares
|
$147 Million
14.14% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
218,310
shares
|
$147 Million
2.15% of portfolio
|
Q4 2022
Reduced 0.76%
|
|
|
Mufg Bank, Ltd.
New York, NY |
Aug 08, 2025 Q2 2025 |
218,000
shares
|
$146 Million
4.69% of portfolio
|
Q4 2024
New holding
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
217,773
shares
|
$146 Million
8.9% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
217,701
shares
|
$146 Million
6.53% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Aug 14, 2025 Q2 2025 |
217,340
shares
|
$146 Million
15.65% of portfolio
|
Q2 2025
Added 7.84%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
216,834
shares
|
$146 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
216,695
shares
|
$145 Million
1.45% of portfolio
|
Q2 2025
Added 6.46%
|
|
|
Perella Weinberg Partners Capital Management LP
|
May 13, 2024 Q1 2024 |
215,789
shares
|
$145 Million
12.07% of portfolio
|
Q1 2024
Reduced 15.14%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
215,014
shares
|
$144 Million
0.25% of portfolio
|
Q2 2025
Reduced 47.53%
|
|
|
Benin Management Corp
|
Oct 20, 2025 Q3 2025 |
214,077
shares
|
$144 Million
34.04% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
213,991
shares
|
$144 Million
3.47% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
212,212
shares
|
$142 Million
13.86% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
211,732
shares
|
$142 Million
14.33% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Jordan Park Group LLC
|
Jul 31, 2025 Q2 2025 |
211,566
shares
|
$142 Million
8.73% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
211,367
shares
|
$142 Million
3.24% of portfolio
|
Q3 2022
Added 3.7%
|
|
|
Saudi Central Bank
Riyadh, T0 |
Aug 14, 2025 Q2 2025 |
210,000
shares
|
$141 Million
5.39% of portfolio
|
Q2 2025
New holding
|