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 |
|---|---|---|---|---|---|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
97,132
shares
|
$62.4 Million
2.41% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
96,702
shares
|
$62.1 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
|
$62 Million
6.58% of portfolio
|
Q2 2025
Reduced 89.8%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
96,140
shares
|
$61.8 Million
8.77% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
95,724
shares
|
$61.5 Million
10.19% of portfolio
|
Q2 2023
Added 6.67%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
95,031
shares
|
$61.1 Million
5.48% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
95,022
shares
|
$61.1 Million
1.08% of portfolio
|
Q2 2025
Added 145.36%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
94,897
shares
|
$61 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
|
$61 Million
2.01% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
94,643
shares
|
$60.8 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
|
$60.8 Million
4.91% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
94,502
shares
|
$60.7 Million
0.74% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
94,429
shares
|
$60.7 Million
8.78% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
94,037
shares
|
$60.4 Million
1.01% of portfolio
|
Q2 2025
Added 9.22%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
93,241
shares
|
$59.9 Million
1.49% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Sfg Wealth Management, Llc.
|
Jul 28, 2025 Q2 2025 |
92,889
shares
|
$59.7 Million
34.69% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
92,673
shares
|
$59.6 Million
1.17% of portfolio
|
Q3 2024
Added 18.76%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
92,609
shares
|
$59.5 Million
1.84% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
92,537
shares
|
$59.5 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
|
$59.4 Million
0.27% of portfolio
|
Q2 2025
Reduced 12.22%
|
|
|
Greenhouse Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
92,452
shares
|
$59.4 Million
36.9% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
92,033
shares
|
$59.1 Million
1.85% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Jul 30, 2025 Q2 2025 |
92,016
shares
|
$59.1 Million
0.77% of portfolio
|
Q2 2025
Added 346.94%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jul 01, 2025 Q2 2025 |
91,957
shares
|
$59.1 Million
17.28% of portfolio
|
Q2 2025
Reduced 4.99%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
91,913
shares
|
$59.1 Million
2.51% of portfolio
|
Q2 2025
Reduced 3.16%
|