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 5,171 institutions that hold shares in the stock, with a total of 642 Million shares, which have been reported (via 13F filing form) to have a value of $412 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
48,400
shares
|
$31.1 Million
0.74% of portfolio
|
Q2 2025
New holding
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
48,397
shares
|
$31.1 Million
2.09% of portfolio
|
Q2 2025
Added 6.51%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Aug 15, 2025 Q2 2025 |
48,112
shares
|
$30.9 Million
6.61% of portfolio
|
Q2 2025
Reduced 11.49%
|
|
|
George Soros
Soros Fund Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
47,778
shares
|
$30.7 Million
0.63% of portfolio
|
Q2 2025
Reduced 84.77%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
47,714
shares
|
$30.7 Million
0.72% of portfolio
|
Q2 2025
Reduced 5.22%
|
|
|
Independent Family Office, LLC
|
Aug 13, 2025 Q2 2025 |
47,632
shares
|
$30.6 Million
13.98% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
47,480
shares
|
$30.5 Million
4.08% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
47,263
shares
|
$30.4 Million
0.47% of portfolio
|
Q3 2022
Added 35.31%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
47,229
shares
|
$30.4 Million
1.78% of portfolio
|
Q2 2025
Reduced 8.17%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
47,085
shares
|
$30.3 Million
1.87% of portfolio
|
Q4 2023
Reduced 0.72%
|
|
|
Thoma Capital Management LLC
Towson, MD |
Mar 18, 2025 Q4 2024 |
47,010
shares
|
$30.2 Million
18.87% of portfolio
|
Q4 2024
New holding
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Aug 14, 2025 Q2 2025 |
46,796
shares
|
$30.1 Million
0.73% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Jul 16, 2025 Q2 2025 |
46,792
shares
|
$30.1 Million
14.57% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
46,775
shares
|
$30.1 Million
0.58% of portfolio
|
Q2 2025
Added 32.79%
|
|
|
Montz Harcus Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
46,670
shares
|
$30 Million
14.1% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Aug 04, 2025 Q2 2025 |
46,178
shares
|
$29.7 Million
0.34% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
46,100
shares
|
$29.6 Million
5.21% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
45,958
shares
|
$29.5 Million
2.2% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Aug 14, 2025 Q2 2025 |
45,826
shares
|
$29.5 Million
2.8% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
State Of Alaska, Department Of Revenue
|
Jul 16, 2025 Q2 2025 |
45,763
shares
|
$29.4 Million
0.3% of portfolio
|
Q2 2025
Reduced 70.16%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
45,751
shares
|
$29.4 Million
2.79% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Amarillo National Bank
|
Jul 16, 2025 Q2 2025 |
45,735
shares
|
$29.4 Million
5.26% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Capital International Investors
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
45,658
shares
|
$29.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 61.16%
|
|
|
Ciovacco Capital Management LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
45,508
shares
|
$29.2 Million
15.35% of portfolio
|
Q2 2025
Reduced 8.48%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
45,402
shares
|
$29.2 Million
5.04% of portfolio
|
Q2 2025
Added 1.21%
|