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 |
|---|---|---|---|---|---|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
137,144
shares
|
$92.1 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
|
$91.3 Million
4.78% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
135,908
shares
|
$91.2 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
|
$90.3 Million
12.8% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
134,010
shares
|
$90 Million
1.19% of portfolio
|
Q2 2025
Added 6.36%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
133,082
shares
|
$89.3 Million
2.35% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
131,950
shares
|
$88.6 Million
6.04% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
131,894
shares
|
$88.5 Million
1.34% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
Aug 14, 2025 Q2 2025 |
131,785
shares
|
$88.5 Million
15.94% of portfolio
|
Q2 2025
Reduced 17.85%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Aug 18, 2025 Q2 2025 |
131,499
shares
|
$88.3 Million
0.32% of portfolio
|
Q2 2025
Reduced 38.46%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
130,724
shares
|
$87.8 Million
0.74% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
130,495
shares
|
$87.6 Million
2.47% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
129,440
shares
|
$86.9 Million
12.06% of portfolio
|
Q3 2024
Reduced 17.1%
|
|
|
Mariner Investment Group LLC
Harrison, NY |
Jul 16, 2025 Q2 2025 |
129,366
shares
|
$86.8 Million
18.44% of portfolio
|
Q2 2025
Reduced 25.73%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
129,009
shares
|
$86.6 Million
0.78% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
127,750
shares
|
$85.8 Million
1.72% of portfolio
|
Q2 2025
Added 23.42%
|
|
|
Berkeley Capital Partners, LLC
|
Jul 30, 2025 Q2 2025 |
126,898
shares
|
$85.2 Million
20.56% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Portland Global Advisors LLC
|
Aug 13, 2025 Q2 2025 |
126,859
shares
|
$85.2 Million
9.26% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
126,388
shares
|
$84.8 Million
11.08% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Aug 13, 2025 Q2 2025 |
126,059
shares
|
$84.6 Million
0.06% of portfolio
|
Q2 2025
Reduced 28.43%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
125,559
shares
|
$84.3 Million
1.07% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
125,516
shares
|
$84.3 Million
3.51% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Consolidated Investment Group LLC
|
Jul 21, 2025 Q2 2025 |
125,215
shares
|
$84.1 Million
10.42% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
125,140
shares
|
$84 Million
31.05% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Amia Capital LLP
|
Nov 08, 2023 Q3 2023 |
125,000
shares
|
$83.9 Million
42.55% of portfolio
|
Q3 2023
New holding
|