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 |
|---|---|---|---|---|---|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
76,858
shares
|
$52.7 Million
0.22% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Oct 14, 2025 Q3 2025 |
76,800
shares
|
$52.6 Million
3.89% of portfolio
|
Q4 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
76,489
shares
|
$52.4 Million
0.53% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
Kaleidoscope Capital LP
Boston, MA |
Aug 13, 2025 Q2 2025 |
75,906
shares
|
$52 Million
18.62% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
75,888
shares
|
$52 Million
0.32% of portfolio
|
Q2 2025
Added 113.59%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Aug 13, 2025 Q2 2025 |
75,747
shares
|
$51.9 Million
13.51% of portfolio
|
Q2 2025
Added 38.3%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
Aug 13, 2025 Q2 2025 |
75,546
shares
|
$51.8 Million
18.13% of portfolio
|
Q2 2025
Added 102.32%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
75,351
shares
|
$51.6 Million
0.37% of portfolio
|
Q2 2025
Added 32.85%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jul 29, 2025 Q2 2025 |
75,285
shares
|
$51.6 Million
8.95% of portfolio
|
Q2 2025
Reduced 16.63%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Aug 14, 2025 Q2 2025 |
75,170
shares
|
$51.5 Million
1.67% of portfolio
|
Q4 2024
Added 78.25%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
75,056
shares
|
$51.4 Million
2.98% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Aug 06, 2025 Q2 2025 |
75,000
shares
|
$51.4 Million
10.11% of portfolio
|
Q2 2025
Added 47.79%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Aug 06, 2025 Q2 2025 |
74,791
shares
|
$51.2 Million
27.22% of portfolio
|
Q2 2025
Reduced 21.03%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
74,773
shares
|
$51.2 Million
1.79% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 21, 2025 Q3 2025 |
74,734
shares
|
$51.2 Million
7.3% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
74,507
shares
|
$51.1 Million
0.04% of portfolio
|
Q3 2022
Reduced 10.05%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
74,178
shares
|
$50.8 Million
3.13% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
King Wealth
Saratoga Springs, NY |
Aug 08, 2025 Q2 2025 |
73,288
shares
|
$50.2 Million
6.14% of portfolio
|
Q2 2025
Added 32.15%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
73,230
shares
|
$50.2 Million
0.96% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
72,859
shares
|
$49.9 Million
1.31% of portfolio
|
Q4 2023
New holding
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Jul 31, 2025 Q2 2025 |
72,470
shares
|
$49.7 Million
10.31% of portfolio
|
Q2 2025
Added 19.04%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
72,312
shares
|
$49.6 Million
12.3% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Aug 18, 2025 Q2 2025 |
72,205
shares
|
$49.5 Million
10.82% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
72,099
shares
|
$49.4 Million
0.44% of portfolio
|
Q2 2024
Added 0.29%
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
71,865
shares
|
$49.2 Million
16.75% of portfolio
|
Q2 2025
Added 2.05%
|