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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
443,374
shares
|
$298 Million
1.88% of portfolio
|
Q2 2025
Added 9.07%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
441,308
shares
|
$296 Million
2.03% of portfolio
|
Q3 2025
Added 9.22%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
437,600
shares
|
$294 Million
5.09% of portfolio
|
Q4 2022
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
437,386
shares
|
$294 Million
3.37% of portfolio
|
Q2 2025
Added 38.34%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
433,684
shares
|
$291 Million
1.52% of portfolio
|
Q2 2025
Reduced 23.77%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
433,504
shares
|
$291 Million
1.52% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Aug 08, 2025 Q2 2025 |
430,106
shares
|
$289 Million
15.61% of portfolio
|
Q2 2025
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
426,018
shares
|
$286 Million
22.03% of portfolio
|
Q3 2023
Added 0.17%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
424,806
shares
|
$285 Million
3.22% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
418,128
shares
|
$281 Million
18.22% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Ctc LLC
|
Aug 14, 2025 Q2 2025 |
417,950
shares
|
$281 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
405,367
shares
|
$272 Million
6.72% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
|
Garda Capital Partners LP
Wayzata, MN |
Aug 07, 2025 Q2 2025 |
403,701
shares
|
$271 Million
70.88% of portfolio
|
Q2 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
399,000
shares
|
$268 Million
0.21% of portfolio
|
Q2 2025
Added 22.1%
|
|
|
Connable Office Inc
|
Aug 05, 2025 Q2 2025 |
393,352
shares
|
$264 Million
24.37% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
387,885
shares
|
$260 Million
95.7% of portfolio
|
Q2 2025
Added 7.55%
|
|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
Oct 24, 2025 Q3 2025 |
382,282
shares
|
$257 Million
7.77% of portfolio
|
Q3 2025
Reduced 9.33%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 16, 2025 Q3 2025 |
381,221
shares
|
$256 Million
58.4% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
377,396
shares
|
$253 Million
5.26% of portfolio
|
Q1 2025
Reduced 27.59%
|
|
|
Easterly Investment Partners LLC
|
Jul 29, 2025 Q2 2025 |
372,594
shares
|
$250 Million
16.66% of portfolio
|
Q2 2025
Added 39.24%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
371,684
shares
|
$250 Million
4.83% of portfolio
|
Q1 2024
Reduced 0.9%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
364,378
shares
|
$245 Million
8.41% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
357,716
shares
|
$240 Million
3.06% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
355,918
shares
|
$239 Million
3.3% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
354,407
shares
|
$238 Million
1.57% of portfolio
|
Q2 2025
Added 2.58%
|