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 |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
134,010
shares
|
$86.1 Million
1.19% of portfolio
|
Q2 2025
Added 6.36%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
131,950
shares
|
$84.8 Million
6.04% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
131,894
shares
|
$84.8 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
|
$84.7 Million
15.94% of portfolio
|
Q2 2025
Reduced 17.85%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
131,499
shares
|
$84.5 Million
0.32% of portfolio
|
Q2 2025
Reduced 38.46%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
130,724
shares
|
$84 Million
0.74% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
V2 Financial Group LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
130,583
shares
|
$83.9 Million
48.65% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
130,427
shares
|
$83.8 Million
2.53% of portfolio
|
Q1 2025
Reduced 10.19%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
129,440
shares
|
$83.2 Million
12.06% of portfolio
|
Q3 2024
Reduced 17.1%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
129,405
shares
|
$83.2 Million
2.5% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Mariner Investment Group LLC
Harrison, NY |
Jul 16, 2025 Q2 2025 |
129,366
shares
|
$83.1 Million
18.44% of portfolio
|
Q2 2025
Reduced 25.73%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
129,009
shares
|
$82.9 Million
0.78% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
127,750
shares
|
$82.1 Million
1.72% of portfolio
|
Q2 2025
Added 23.42%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
127,697
shares
|
$82.1 Million
11.4% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
127,304
shares
|
$81.8 Million
31.27% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Berkeley Capital Partners, LLC
|
Jul 30, 2025 Q2 2025 |
126,898
shares
|
$81.6 Million
20.56% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Portland Global Advisors LLC
|
Aug 13, 2025 Q2 2025 |
126,859
shares
|
$81.5 Million
9.26% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Aug 13, 2025 Q2 2025 |
126,059
shares
|
$81 Million
0.06% of portfolio
|
Q2 2025
Reduced 28.43%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
125,559
shares
|
$80.7 Million
1.07% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
125,516
shares
|
$80.7 Million
3.51% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Consolidated Investment Group LLC
|
Jul 21, 2025 Q2 2025 |
125,215
shares
|
$80.5 Million
10.42% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Amia Capital LLP
|
Nov 08, 2023 Q3 2023 |
125,000
shares
|
$80.3 Million
42.55% of portfolio
|
Q3 2023
New holding
|
|
|
Empyrean Capital Partners, LP
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
124,848
shares
|
$80.2 Million
3.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tcw Group Inc
|
Aug 14, 2025 Q2 2025 |
124,010
shares
|
$79.7 Million
0.65% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
123,758
shares
|
$79.5 Million
1.75% of portfolio
|
Q2 2025
Added 2.81%
|