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 |
|---|---|---|---|---|---|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
105,411
shares
|
$70.8 Million
1.63% of portfolio
|
Q4 2023
Reduced 1.7%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
105,309
shares
|
$70.7 Million
0.46% of portfolio
|
Q2 2025
Added 6.07%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
105,097
shares
|
$70.6 Million
2.63% of portfolio
|
Q4 2022
Reduced 6.49%
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
105,072
shares
|
$70.5 Million
25.33% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Capital Advisors Inc
|
Oct 21, 2025 Q3 2025 |
104,792
shares
|
$70.3 Million
1.19% of portfolio
|
Q3 2025
Added 10.28%
|
|
|
West Financial Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
104,554
shares
|
$70.2 Million
11.56% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
104,050
shares
|
$69.8 Million
0.19% of portfolio
|
Q2 2025
Reduced 6.73%
|
|
|
Senator Investment Group LP
New York, NY |
Aug 13, 2025 Q2 2025 |
104,000
shares
|
$69.8 Million
2.76% of portfolio
|
Q2 2025
New holding
|
|
|
Omers Administration Corp
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
103,835
shares
|
$69.7 Million
0.52% of portfolio
|
Q1 2025
Reduced 17.81%
|
|
|
Socha Financial Group, LLC
Corning, NY |
Jul 29, 2025 Q2 2025 |
103,166
shares
|
$69.3 Million
28.38% of portfolio
|
Q2 2025
New holding
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
102,420
shares
|
$68.8 Million
7.03% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
102,208
shares
|
$68.6 Million
0.45% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
101,989
shares
|
$68.5 Million
4.2% of portfolio
|
Q3 2021
Added 0.77%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
101,761
shares
|
$68.3 Million
3.68% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
101,636
shares
|
$68.2 Million
0.1% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Aug 12, 2025 Q2 2025 |
101,272
shares
|
$68 Million
0.38% of portfolio
|
Q2 2025
Added 76621.21%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
101,217
shares
|
$67.9 Million
1.14% of portfolio
|
Q2 2025
Reduced 6.98%
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
100,573
shares
|
$67.5 Million
5.13% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
100,129
shares
|
$67.2 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Westpark Management, LLC
|
Oct 24, 2022 Q3 2022 |
100,000
shares
|
$67.1 Million
52.4% of portfolio
|
Q4 2021
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
99,005
shares
|
$66.5 Million
0.64% of portfolio
|
Q3 2023
Added 8.43%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Aug 15, 2025 Q2 2025 |
98,901
shares
|
$66.4 Million
28.65% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
98,772
shares
|
$66.3 Million
3.55% of portfolio
|
Q2 2024
Reduced 23.73%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Oct 22, 2025 Q3 2025 |
98,568
shares
|
$66.2 Million
7.42% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
98,396
shares
|
$66.1 Million
6.35% of portfolio
|
Q3 2022
Added 1.06%
|