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 |
|---|---|---|---|---|---|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
185,255
shares
|
$124 Million
1.92% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Gen Trust, LLC
|
Jul 30, 2025 Q2 2025 |
185,171
shares
|
$124 Million
5.49% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
185,043
shares
|
$124 Million
5.82% of portfolio
|
Q4 2022
Reduced 6.33%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
184,768
shares
|
$124 Million
2.42% of portfolio
|
Q4 2023
Added 2.69%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
184,554
shares
|
$124 Million
0.96% of portfolio
|
Q3 2025
Added 5.49%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
183,996
shares
|
$124 Million
6.29% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
179,026
shares
|
$120 Million
15.09% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
178,438
shares
|
$120 Million
3.3% of portfolio
|
Q3 2023
Added 73.28%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
174,824
shares
|
$117 Million
5.35% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
173,976
shares
|
$117 Million
2.57% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Aug 08, 2025 Q2 2025 |
173,636
shares
|
$117 Million
0.57% of portfolio
|
Q2 2025
Reduced 67.4%
|
|
|
Tlwm
San Antonio, TX |
Oct 10, 2025 Q3 2025 |
173,214
shares
|
$116 Million
20.93% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Aug 14, 2025 Q2 2025 |
172,959
shares
|
$116 Million
16.67% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
172,153
shares
|
$116 Million
13.36% of portfolio
|
Q3 2022
Added 129.93%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Aug 14, 2025 Q2 2025 |
172,133
shares
|
$116 Million
8.78% of portfolio
|
Q2 2025
New holding
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
171,762
shares
|
$115 Million
0.39% of portfolio
|
Q3 2025
Added 545.77%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
171,072
shares
|
$115 Million
1.71% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
170,950
shares
|
$115 Million
2.68% of portfolio
|
Q2 2025
Added 16.06%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Aug 07, 2025 Q2 2025 |
170,629
shares
|
$115 Million
3.08% of portfolio
|
Q2 2025
Reduced 34.09%
|
|
|
Trans Canada Capital Inc.
Montreal, A8 |
Aug 12, 2025 Q2 2025 |
170,599
shares
|
$115 Million
8.3% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
170,140
shares
|
$114 Million
1.82% of portfolio
|
Q2 2025
Added 20.47%
|
|
|
Unisphere Establishment
Vaduz, N2 |
Aug 14, 2025 Q2 2025 |
170,000
shares
|
$114 Million
0.93% of portfolio
|
Q2 2025
Added 88.89%
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
169,270
shares
|
$114 Million
42.51% of portfolio
|
Q4 2022
Reduced 3.6%
|
|
|
Limestone Investment Advisors LP
New York, NY |
Aug 14, 2025 Q2 2025 |
168,644
shares
|
$113 Million
9.08% of portfolio
|
Q2 2025
New holding
|
|
|
Valiant Capital Management, L.P.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
166,722
shares
|
$112 Million
6.97% of portfolio
|
Q2 2025
Reduced 5.6%
|