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 |
|---|---|---|---|---|---|
|
Lepercq De Neuflize Asset Management LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
115,245
shares
|
$77.4 Million
46.97% of portfolio
|
Q4 2024
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
114,155
shares
|
$76.6 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
|
$76.3 Million
1.14% of portfolio
|
Q2 2025
Added 13.75%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
113,297
shares
|
$76.1 Million
6.97% of portfolio
|
Q1 2024
Reduced 0.64%
|
|
|
Axel Capital Management, LLC
|
Feb 01, 2023 Q4 2022 |
113,100
shares
|
$75.9 Million
91.17% of portfolio
|
Q4 2022
Added 130.35%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
112,894
shares
|
$75.8 Million
1.37% of portfolio
|
Q2 2025
Added 8.59%
|
|
|
Beacon Capital Management, Inc.
|
Oct 16, 2025 Q3 2025 |
112,400
shares
|
$75.5 Million
3.89% of portfolio
|
Q3 2025
Added 16.98%
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
Jul 22, 2025 Q2 2025 |
112,108
shares
|
$75.3 Million
29.33% of portfolio
|
Q2 2025
Added 6.22%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
111,553
shares
|
$74.9 Million
0.56% of portfolio
|
Q2 2025
Reduced 47.81%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
111,203
shares
|
$74.6 Million
8.39% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Eos Management, L.P.
|
Jul 29, 2025 Q2 2025 |
110,736
shares
|
$74.3 Million
30.4% of portfolio
|
Q1 2025
Reduced 18.84%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
110,165
shares
|
$74 Million
1.04% of portfolio
|
Q2 2025
Added 8.26%
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 28, 2025 Q2 2025 |
108,877
shares
|
$73.1 Million
26.74% of portfolio
|
Q2 2025
Added 2947.22%
|
|
|
Performa LTD (Us), LLC
|
Aug 11, 2025 Q2 2025 |
108,348
shares
|
$72.7 Million
20.18% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
108,346
shares
|
$72.7 Million
1.3% of portfolio
|
Q1 2024
Reduced 77.75%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 05, 2025 Q2 2025 |
108,171
shares
|
$72.6 Million
1.14% of portfolio
|
Q2 2025
Reduced 16.59%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
107,912
shares
|
$72.4 Million
4.45% of portfolio
|
Q2 2025
Reduced 16.78%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
107,584
shares
|
$72.2 Million
2.08% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
107,450
shares
|
$72.1 Million
3.39% of portfolio
|
Q3 2025
Added 256.57%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
106,906
shares
|
$71.8 Million
2.57% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Azarias Capital Management, L.P.
Berwyn, PA |
Oct 15, 2025 Q3 2025 |
106,461
shares
|
$71.5 Million
28.56% of portfolio
|
Q1 2025
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
106,354
shares
|
$71.4 Million
1.14% of portfolio
|
Q3 2022
Added 0.32%
|
|
|
Moore Capital Management, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
106,329
shares
|
$71.4 Million
0.94% of portfolio
|
Q2 2025
Reduced 48.38%
|
|
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
Aug 13, 2025 Q2 2025 |
106,022
shares
|
$71.2 Million
1.81% of portfolio
|
Q2 2025
New holding
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Oct 27, 2025 Q3 2025 |
106,000
shares
|
$71.2 Million
0.04% of portfolio
|
Q3 2025
New holding
|