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 5,229 institutions that hold shares in the stock, with a total of 632 Million shares, which have been reported (via 13F filing form) to have a value of $433 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
97,956
shares
|
$67.1 Million
1.39% of portfolio
|
Q2 2025
Added 7.06%
|
|
|
Allianz Se
Munich, 2M |
Aug 08, 2025 Q2 2025 |
97,949
shares
|
$67.1 Million
1.43% of portfolio
|
Q2 2024
Added 27.56%
|
|
|
Avanda Investment Management Pte. Ltd.
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
97,736
shares
|
$67 Million
19.85% of portfolio
|
Q2 2025
Reduced 60.28%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
97,586
shares
|
$66.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Solitude Financial Services
|
Jul 23, 2025 Q2 2025 |
97,401
shares
|
$66.7 Million
21.85% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
97,356
shares
|
$66.7 Million
1.01% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 10, 2025 Q3 2025 |
97,160
shares
|
$66.6 Million
11.69% of portfolio
|
Q3 2025
Reduced 10.53%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
96,702
shares
|
$66.3 Million
1.68% of portfolio
|
Q1 2025
Added 86.04%
|
|
|
Board Of Trustees Of The Leland Stanford Junior University
Stanford, CA |
Jul 30, 2025 Q2 2025 |
96,493
shares
|
$66.1 Million
6.58% of portfolio
|
Q2 2025
Reduced 89.8%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
96,140
shares
|
$65.9 Million
8.77% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Oct 23, 2025 Q3 2025 |
95,796
shares
|
$65.6 Million
2.02% of portfolio
|
Q3 2025
Added 111.98%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
95,724
shares
|
$65.6 Million
10.19% of portfolio
|
Q2 2023
Added 6.67%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
95,031
shares
|
$65.1 Million
5.48% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
94,897
shares
|
$65 Million
1.41% of portfolio
|
Q2 2025
Reduced 55.31%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
94,884
shares
|
$65 Million
2.01% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
94,643
shares
|
$64.9 Million
9.74% of portfolio
|
Q1 2025
Added 65.7%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
94,620
shares
|
$64.8 Million
4.91% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
94,550
shares
|
$64.8 Million
1.48% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
94,502
shares
|
$64.8 Million
0.74% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
94,037
shares
|
$64.4 Million
1.01% of portfolio
|
Q2 2025
Added 9.22%
|
|
|
Sfg Wealth Management, Llc.
|
Jul 28, 2025 Q2 2025 |
92,889
shares
|
$63.7 Million
34.69% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
92,673
shares
|
$63.5 Million
1.17% of portfolio
|
Q3 2024
Added 18.76%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
92,609
shares
|
$63.5 Million
1.84% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
92,537
shares
|
$63.4 Million
1.4% of portfolio
|
Q2 2020
Reduced 11.16%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
92,490
shares
|
$63.4 Million
0.27% of portfolio
|
Q2 2025
Reduced 12.22%
|