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 |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
91,325
shares
|
$58.7 Million
1.35% of portfolio
|
Q2 2025
Reduced 9.76%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
91,132
shares
|
$58.6 Million
5.55% of portfolio
|
N/A
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
91,122
shares
|
$58.6 Million
5.01% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
90,549
shares
|
$58.2 Million
0.57% of portfolio
|
Q2 2025
Added 22.08%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Aug 12, 2025 Q2 2025 |
89,949
shares
|
$57.8 Million
20.29% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
89,704
shares
|
$57.7 Million
1.74% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Aug 14, 2025 Q2 2025 |
89,633
shares
|
$57.6 Million
0.1% of portfolio
|
Q2 2025
Reduced 54.93%
|
|
|
Granby Capital Management, LLC
|
Aug 13, 2025 Q2 2025 |
89,500
shares
|
$57.5 Million
30.91% of portfolio
|
Q2 2024
Reduced 14.35%
|
|
|
Barings LLC
|
Aug 12, 2025 Q2 2025 |
89,367
shares
|
$57.4 Million
1.36% of portfolio
|
Q2 2025
Reduced 19.91%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
89,363
shares
|
$57.4 Million
7.67% of portfolio
|
Q2 2025
Added 19.02%
|
|
|
Allie Family Office LLC
|
Aug 13, 2025 Q2 2025 |
89,188
shares
|
$57.3 Million
25.53% of portfolio
|
Q2 2025
Added 8.52%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
88,550
shares
|
$56.9 Million
1.27% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
88,385
shares
|
$56.8 Million
1.89% of portfolio
|
Q2 2023
Added 1.15%
|
|
|
Potentia Wealth
San Jose, CA |
Aug 14, 2025 Q2 2025 |
88,366
shares
|
$56.8 Million
31.11% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Cumberland Advisors Inc
|
Aug 07, 2025 Q2 2025 |
88,318
shares
|
$56.8 Million
22.96% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
87,363
shares
|
$56.1 Million
10.45% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Feb 04, 2025 Q4 2024 |
87,103
shares
|
$56 Million
33.44% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
86,693
shares
|
$55.7 Million
4.54% of portfolio
|
N/A
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
86,408
shares
|
$55.5 Million
2.49% of portfolio
|
Q2 2025
Reduced 13.8%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
86,405
shares
|
$55.5 Million
2.34% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
86,255
shares
|
$55.4 Million
1.62% of portfolio
|
Q2 2025
Added 42.8%
|
|
|
J.Safra Asset Management Corp
|
Jul 28, 2025 Q2 2025 |
85,992
shares
|
$55.3 Million
4.05% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
85,958
shares
|
$55.2 Million
36.79% of portfolio
|
Q2 2023
Added 198.56%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
84,928
shares
|
$54.6 Million
0.13% of portfolio
|
Q3 2022
Reduced 0.48%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
84,630
shares
|
$54.4 Million
4.5% of portfolio
|
Q2 2025
New holding
|