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 |
|---|---|---|---|---|---|
|
Moment Partners, LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
162,905
shares
|
$105 Million
18.89% of portfolio
|
Q2 2025
Added 8.19%
|
|
|
Southern Farm Bureau Life Insurance
|
Jul 30, 2025 Q2 2025 |
161,923
shares
|
$104 Million
12.8% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Aug 06, 2025 Q2 2025 |
161,540
shares
|
$104 Million
2.36% of portfolio
|
Q2 2025
Reduced 12.3%
|
|
|
Marest Capital, LLC
Tarzana, CA |
Aug 05, 2025 Q2 2025 |
160,763
shares
|
$103 Million
77.28% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Jul 23, 2025 Q2 2025 |
160,407
shares
|
$103 Million
50.36% of portfolio
|
Q2 2025
Added 35.32%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
159,852
shares
|
$103 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
|
$102 Million
15.12% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
158,437
shares
|
$102 Million
0.08% of portfolio
|
Q1 2024
Reduced 68.67%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
158,132
shares
|
$102 Million
1.72% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
158,035
shares
|
$102 Million
1.91% of portfolio
|
Q2 2025
Added 66.95%
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
156,633
shares
|
$101 Million
3.56% of portfolio
|
Q1 2025
Added 5.31%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
155,925
shares
|
$100 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
|
$100 Million
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
153,893
shares
|
$98.9 Million
3.79% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Ramsey Quantitative Systems
Louisville, KY |
Jul 28, 2025 Q2 2025 |
152,834
shares
|
$98.2 Million
94.54% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
150,627
shares
|
$96.8 Million
1.73% of portfolio
|
Q1 2023
Reduced 0.69%
|
|
|
Howard Capital Management Group, LLC
|
Jul 16, 2025 Q2 2025 |
150,553
shares
|
$96.8 Million
6.48% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
150,041
shares
|
$96.4 Million
9.8% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Allen Investment Management LLC
|
Aug 07, 2025 Q2 2025 |
149,837
shares
|
$96.3 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
|
$96.2 Million
1.04% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Fil LTD
Hamilton, D0 |
Aug 14, 2025 Q2 2025 |
149,077
shares
|
$95.8 Million
0.09% of portfolio
|
Q2 2025
Reduced 41.79%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
148,517
shares
|
$95.5 Million
26.78% of portfolio
|
Q2 2025
Added 6.24%
|
|
|
Brandywine Trust CO
Hockessin, DE |
Aug 13, 2025 Q2 2025 |
146,961
shares
|
$94.5 Million
13.91% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
146,865
shares
|
$94.4 Million
1.37% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
146,300
shares
|
$94 Million
4.46% of portfolio
|
Q2 2025
New holding
|