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 |
|---|---|---|---|---|---|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Aug 13, 2025 Q2 2025 |
145,795
shares
|
$93.7 Million
15.25% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
145,382
shares
|
$93.4 Million
6.22% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
144,012
shares
|
$92.6 Million
22.13% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
143,831
shares
|
$92.4 Million
3.04% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
143,351
shares
|
$92.1 Million
16.06% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Aug 13, 2025 Q2 2025 |
143,172
shares
|
$92 Million
30.3% of portfolio
|
Q2 2025
Added 21.74%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
143,086
shares
|
$92 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
142,948
shares
|
$91.9 Million
2.02% of portfolio
|
Q2 2025
Added 14.04%
|
|
|
New York Life Insurance CO
New York, NY |
Aug 13, 2025 Q2 2025 |
142,522
shares
|
$91.6 Million
29.41% of portfolio
|
Q1 2025
Reduced 49.42%
|
|
|
Jabodon Pt CO
Reno, NV |
Aug 04, 2025 Q2 2025 |
141,969
shares
|
$91.2 Million
99.99% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Bizma Investimentos Ltda
Sao Paulo, D5 |
Aug 14, 2025 Q2 2025 |
141,721
shares
|
$91.1 Million
28.63% of portfolio
|
Q2 2025
Added 107.83%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Aug 15, 2025 Q2 2025 |
141,595
shares
|
$91 Million
43.97% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
141,313
shares
|
$90.8 Million
0.61% of portfolio
|
Q2 2025
Added 6.19%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
141,225
shares
|
$90.8 Million
1.58% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
May 09, 2025 Q1 2025 |
140,656
shares
|
$90.4 Million
10.33% of portfolio
|
Q1 2025
Added 7.28%
|
|
|
Aristotle Capital Management, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
140,644
shares
|
$90.4 Million
0.18% of portfolio
|
Q2 2025
Added 24.26%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
138,769
shares
|
$89.2 Million
1.09% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
138,628
shares
|
$89.1 Million
10.01% of portfolio
|
Q1 2023
Added 2926.15%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jul 09, 2025 Q2 2025 |
137,798
shares
|
$88.6 Million
5.14% of portfolio
|
Q2 2025
Reduced 33.17%
|
|
|
St. Louis Trust CO
|
Jul 25, 2025 Q2 2025 |
137,606
shares
|
$88.4 Million
11.37% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
137,516
shares
|
$88.4 Million
2.25% of portfolio
|
Q2 2025
Reduced 26.35%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
137,144
shares
|
$88.1 Million
1.75% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
135,964
shares
|
$87.4 Million
4.78% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
135,908
shares
|
$87.3 Million
0.72% of portfolio
|
Q2 2025
Added 80.99%
|
|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
Aug 11, 2025 Q2 2025 |
134,556
shares
|
$86.5 Million
12.8% of portfolio
|
Q2 2025
Reduced 0.08%
|