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 5,187 institutions that hold shares in the stock, with a total of 644 Million shares, which have been reported (via 13F filing form) to have a value of $419 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
751,664
shares
|
$489 Million
2.16% of portfolio
|
Q4 2024
Reduced 9.87%
|
|
|
Members Trust CO
|
Jul 30, 2025 Q2 2025 |
744,848
shares
|
$484 Million
15.94% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
733,308
shares
|
$477 Million
14.96% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
723,637
shares
|
$471 Million
4.99% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 14, 2025 Q2 2025 |
717,427
shares
|
$467 Million
9.66% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
717,015
shares
|
$466 Million
2.78% of portfolio
|
Q2 2025
Reduced 22.42%
|
|
|
Akuna Securities LLC
Chicago, IL |
Jul 29, 2025 Q2 2025 |
700,767
shares
|
$456 Million
93.87% of portfolio
|
Q2 2025
Added 8.2%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
690,976
shares
|
$449 Million
25.03% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
689,431
shares
|
$448 Million
1.23% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Greenfield Ftc, Inc.
|
Jul 10, 2025 Q2 2025 |
682,552
shares
|
$444 Million
89.57% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
680,392
shares
|
$442 Million
1.28% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
670,291
shares
|
$436 Million
0.74% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Aug 15, 2025 Q2 2025 |
662,340
shares
|
$431 Million
19.8% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Aug 13, 2025 Q2 2025 |
650,206
shares
|
$423 Million
2.36% of portfolio
|
Q2 2025
Added 1661.46%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
648,682
shares
|
$422 Million
0.07% of portfolio
|
Q2 2025
Added 2563.66%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
647,265
shares
|
$421 Million
1.05% of portfolio
|
Q2 2025
Added 12.74%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
637,893
shares
|
$415 Million
0.55% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Sun Life Financial Inc
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
632,149
shares
|
$411 Million
21.36% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
621,677
shares
|
$404 Million
0.71% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
615,999
shares
|
$401 Million
0.43% of portfolio
|
Q2 2025
Added 17.33%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
614,682
shares
|
$400 Million
0.8% of portfolio
|
Q2 2025
Added 55.49%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
605,364
shares
|
$394 Million
2.14% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
601,208
shares
|
$391 Million
9.77% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
595,116
shares
|
$387 Million
2.01% of portfolio
|
Q2 2025
Reduced 27.14%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
594,453
shares
|
$387 Million
0.8% of portfolio
|
Q2 2025
Added 22.06%
|