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 |
|---|---|---|---|---|---|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
164,807
shares
|
$111 Million
4.25% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
164,744
shares
|
$111 Million
1.09% of portfolio
|
Q2 2025
Reduced 7.82%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Aug 13, 2025 Q2 2025 |
164,600
shares
|
$110 Million
0.62% of portfolio
|
Q2 2025
Reduced 74.55%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
162,905
shares
|
$109 Million
18.89% of portfolio
|
Q2 2025
Added 8.19%
|
|
|
Southern Farm Bureau Life Insurance
|
Oct 14, 2025 Q3 2025 |
161,923
shares
|
$109 Million
12.72% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Aug 06, 2025 Q2 2025 |
161,540
shares
|
$108 Million
2.36% of portfolio
|
Q2 2025
Reduced 12.3%
|
|
|
Marest Capital, LLC
Tarzana, CA |
Aug 05, 2025 Q2 2025 |
160,763
shares
|
$108 Million
77.28% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
159,852
shares
|
$107 Million
1.2% of portfolio
|
Q2 2025
Added 5.35%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jul 25, 2025 Q2 2025 |
158,695
shares
|
$107 Million
15.12% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
158,437
shares
|
$106 Million
0.08% of portfolio
|
Q1 2024
Reduced 68.67%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
158,132
shares
|
$106 Million
1.72% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
158,035
shares
|
$106 Million
1.91% of portfolio
|
Q2 2025
Added 66.95%
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
156,633
shares
|
$105 Million
3.56% of portfolio
|
Q1 2025
Added 5.31%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
155,925
shares
|
$105 Million
16.51% of portfolio
|
Q2 2025
Added 7.87%
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
155,591
shares
|
$104 Million
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Oct 09, 2025 Q3 2025 |
154,426
shares
|
$104 Million
29.6% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
153,893
shares
|
$103 Million
3.79% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
150,627
shares
|
$101 Million
1.73% of portfolio
|
Q1 2023
Reduced 0.69%
|
|
|
Allen Investment Management LLC
|
Aug 07, 2025 Q2 2025 |
149,837
shares
|
$101 Million
1.04% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
149,627
shares
|
$100 Million
1.04% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Banque Pictet & Cie Sa
|
Oct 21, 2025 Q3 2025 |
149,501
shares
|
$100 Million
0.58% of portfolio
|
Q3 2025
Added 5.79%
|
|
|
Ramsey Quantitative Systems
Louisville, KY |
Oct 22, 2025 Q3 2025 |
149,428
shares
|
$100 Million
94.56% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Fil LTD
Hamilton, D0 |
Aug 14, 2025 Q2 2025 |
149,077
shares
|
$100 Million
0.09% of portfolio
|
Q2 2025
Reduced 41.79%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
148,517
shares
|
$99.7 Million
26.78% of portfolio
|
Q2 2025
Added 6.24%
|
|
|
Howard Capital Management Group, LLC
|
Oct 16, 2025 Q3 2025 |
148,449
shares
|
$99.7 Million
6.28% of portfolio
|
Q3 2025
Reduced 1.4%
|