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 |
|---|---|---|---|---|---|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
122,946
shares
|
$79 Million
1.05% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
122,315
shares
|
$78.6 Million
1.8% of portfolio
|
Q2 2025
Added 360.56%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
122,238
shares
|
$78.6 Million
11.58% of portfolio
|
Q1 2024
Reduced 3.17%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
122,055
shares
|
$78.4 Million
3.53% of portfolio
|
Q2 2025
Reduced 25.4%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
121,996
shares
|
$78.4 Million
4.15% of portfolio
|
Q2 2025
Added 6.68%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
121,115
shares
|
$77.8 Million
1.67% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Msa Advisors, LLC
Santa Monica, CA |
Aug 14, 2025 Q2 2025 |
120,178
shares
|
$77.2 Million
18.62% of portfolio
|
Q2 2025
Reduced 10.67%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
120,144
shares
|
$77.2 Million
6.95% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
119,475
shares
|
$76.8 Million
0.27% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
119,319
shares
|
$76.7 Million
9.1% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
118,212
shares
|
$76 Million
4.05% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
117,753
shares
|
$75.7 Million
0.92% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
117,323
shares
|
$75.4 Million
2.85% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
New England Asset Management Inc
Farmington, CT |
Aug 14, 2025 Q2 2025 |
116,424
shares
|
$74.8 Million
11.86% of portfolio
|
Q2 2025
Reduced 8.63%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
116,365
shares
|
$74.8 Million
0.82% of portfolio
|
Q2 2025
Added 73.8%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
116,085
shares
|
$74.6 Million
0.71% of portfolio
|
Q2 2025
Added 11.9%
|
|
|
Ifg Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
115,747
shares
|
$74.4 Million
12.29% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
115,526
shares
|
$74.2 Million
1.15% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Lepercq Multi Asset Fund
Hamilton, D0 |
Feb 07, 2025 Q4 2024 |
115,245
shares
|
$74.1 Million
48.43% of portfolio
|
Q4 2024
New holding
|
|
|
Lepercq De Neuflize Asset Management LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
115,245
shares
|
$74.1 Million
46.97% of portfolio
|
Q4 2024
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
114,155
shares
|
$73.4 Million
2.95% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
113,735
shares
|
$73.1 Million
1.14% of portfolio
|
Q2 2025
Added 13.75%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
113,309
shares
|
$72.8 Million
8.67% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
113,297
shares
|
$72.8 Million
6.97% of portfolio
|
Q1 2024
Reduced 0.64%
|
|
|
Center Star Asset Management, LLC
|
Jul 21, 2025 Q2 2025 |
113,212
shares
|
$72.8 Million
86.75% of portfolio
|
Q2 2025
Added 386.7%
|