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 |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
353,733
shares
|
$230 Million
3.3% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
353,134
shares
|
$230 Million
15.06% of portfolio
|
Q2 2025
Added 6.06%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
349,343
shares
|
$227 Million
9.63% of portfolio
|
Q2 2025
Reduced 15.27%
|
|
|
Minot Capital, LP
Boulder, CO |
Nov 13, 2024 Q3 2024 |
348,761
shares
|
$227 Million
56.66% of portfolio
|
Q3 2024
Added 100.35%
|
|
|
Bochk Asset Management LTD
Hong Kong, K3 |
Jul 18, 2025 Q2 2025 |
348,500
shares
|
$227 Million
62.39% of portfolio
|
Q2 2025
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
345,015
shares
|
$224 Million
0.55% of portfolio
|
Q2 2023
Reduced 1.9%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
344,699
shares
|
$224 Million
5.23% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
344,209
shares
|
$224 Million
25.31% of portfolio
|
Q2 2025
Reduced 11.18%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
343,257
shares
|
$223 Million
1.31% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Mercuria Capital Strategies, LLC
Houston, TX |
Jul 24, 2025 Q2 2025 |
341,000
shares
|
$222 Million
56.38% of portfolio
|
Q2 2025
New holding
|
|
|
Dow Chemical CO
Midland, MI |
Aug 13, 2025 Q2 2025 |
340,662
shares
|
$222 Million
88.6% of portfolio
|
Q2 2025
Reduced 71.08%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
340,556
shares
|
$221 Million
2.98% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
332,739
shares
|
$216 Million
3.86% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
331,508
shares
|
$216 Million
1.01% of portfolio
|
Q2 2025
Added 49.47%
|
|
|
Ppsc Investment Service Corp
Tokyo, M0 |
Jul 23, 2025 Q2 2025 |
330,065
shares
|
$215 Million
19.02% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Iii Capital Management
Boca Raton, FL |
Aug 14, 2025 Q2 2025 |
329,200
shares
|
$214 Million
41.87% of portfolio
|
Q2 2025
New holding
|
|
|
Juniper Hill Capital Management LP
Menlo Park, CA |
Aug 06, 2025 Q2 2025 |
328,703
shares
|
$214 Million
49.5% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Granger Management LLC
|
Aug 13, 2025 Q2 2025 |
327,340
shares
|
$213 Million
75.61% of portfolio
|
Q2 2025
Reduced 14.95%
|
|
|
Spider Management Company, LLC
Richmond, VA |
Aug 08, 2025 Q2 2025 |
327,121
shares
|
$213 Million
76.42% of portfolio
|
Q2 2025
Added 35.94%
|
|
|
Lumina Fund Management LLC
New York, NY |
Feb 02, 2024 Q4 2023 |
321,771
shares
|
$209 Million
93.42% of portfolio
|
Q4 2023
Reduced 8.24%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
320,128
shares
|
$208 Million
5.81% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
315,984
shares
|
$205 Million
0.04% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Aug 06, 2025 Q2 2025 |
315,237
shares
|
$205 Million
20.54% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Teramo Advisors, LLC
Naples, FL |
Aug 12, 2025 Q2 2025 |
315,000
shares
|
$205 Million
55.36% of portfolio
|
Q2 2025
Reduced 23.17%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
314,422
shares
|
$204 Million
38.48% of portfolio
|
Q3 2023
Reduced 14.6%
|