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 |
|---|---|---|---|---|---|
|
Greenhouse Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
92,452
shares
|
$62.1 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
|
$61.8 Million
1.85% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Jul 30, 2025 Q2 2025 |
92,016
shares
|
$61.8 Million
0.77% of portfolio
|
Q2 2025
Added 346.94%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
91,913
shares
|
$61.7 Million
2.51% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
91,132
shares
|
$61.2 Million
5.55% of portfolio
|
N/A
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
90,549
shares
|
$60.8 Million
0.57% of portfolio
|
Q2 2025
Added 22.08%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2025 Q3 2025 |
90,274
shares
|
$60.6 Million
5.22% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Aug 12, 2025 Q2 2025 |
89,949
shares
|
$60.4 Million
20.29% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
89,704
shares
|
$60.2 Million
1.74% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Aug 14, 2025 Q2 2025 |
89,633
shares
|
$60.2 Million
0.1% of portfolio
|
Q2 2025
Reduced 54.93%
|
|
|
Granby Capital Management, LLC
|
Aug 13, 2025 Q2 2025 |
89,500
shares
|
$60.1 Million
30.91% of portfolio
|
Q2 2024
Reduced 14.35%
|
|
|
Barings LLC
|
Aug 12, 2025 Q2 2025 |
89,367
shares
|
$60 Million
1.36% of portfolio
|
Q2 2025
Reduced 19.91%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
89,363
shares
|
$60 Million
7.67% of portfolio
|
Q2 2025
Added 19.02%
|
|
|
Allie Family Office LLC
|
Aug 13, 2025 Q2 2025 |
89,188
shares
|
$59.9 Million
25.53% of portfolio
|
Q2 2025
Added 8.52%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
89,050
shares
|
$59.8 Million
1.26% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
88,550
shares
|
$59.4 Million
1.27% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
88,454
shares
|
$59.4 Million
10.86% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
88,385
shares
|
$59.3 Million
1.89% of portfolio
|
Q2 2023
Added 1.15%
|
|
|
Potentia Wealth
San Jose, CA |
Aug 14, 2025 Q2 2025 |
88,366
shares
|
$59.3 Million
31.11% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Cumberland Advisors Inc
|
Aug 07, 2025 Q2 2025 |
88,318
shares
|
$59.3 Million
22.96% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Oct 23, 2025 Q3 2025 |
86,713
shares
|
$58.2 Million
17.39% of portfolio
|
Q3 2025
Reduced 5.7%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
86,693
shares
|
$58.2 Million
4.54% of portfolio
|
N/A
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
86,408
shares
|
$58 Million
2.49% of portfolio
|
Q2 2025
Reduced 13.8%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
86,405
shares
|
$58 Million
2.34% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
86,255
shares
|
$57.9 Million
1.62% of portfolio
|
Q2 2025
Added 42.8%
|