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 5,037 institutions that hold shares in the stock, with a total of 603 Million shares, which have been reported (via 13F filing form) to have a value of $318 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
426,018
shares
|
$225 Million
22.03% of portfolio
|
Q3 2023
Added 0.17%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
420,224
shares
|
$222 Million
19.26% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Trustees Of Dartmouth College
Hanover, NH |
Feb 05, 2025 Q4 2024 |
418,800
shares
|
$221 Million
72.67% of portfolio
|
Q4 2024
Reduced 6.89%
|
|
|
Cvs Health Corp
Woonsocket, RI |
Feb 13, 2025 Q4 2024 |
397,891
shares
|
$210 Million
99.77% of portfolio
|
Q4 2024
Added 38.21%
|
|
|
Connable Office Inc
|
Feb 05, 2025 Q4 2024 |
397,517
shares
|
$210 Million
24.34% of portfolio
|
Q4 2024
Added 3.99%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Apr 11, 2025 Q1 2025 |
392,786
shares
|
$207 Million
67.49% of portfolio
|
Q1 2025
Added 6.07%
|
|
|
Aristotle Capital Management, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
389,102
shares
|
$205 Million
0.46% of portfolio
|
Q4 2024
Added 427.48%
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
387,526
shares
|
$204 Million
27.23% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
B&D White Capital Company, LLC
|
Feb 04, 2025 Q4 2024 |
387,316
shares
|
$204 Million
38.68% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Shulman De Meo Asset Management LLC
|
Apr 09, 2025 Q1 2025 |
386,680
shares
|
$204 Million
60.78% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
386,193
shares
|
$204 Million
1.93% of portfolio
|
Q4 2024
Reduced 8.29%
|
|
|
White Mountains Insurance Group LTD
Hanover, NH |
Feb 12, 2025 Q4 2024 |
383,146
shares
|
$202 Million
52.69% of portfolio
|
Q2 2024
Added 32.19%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Feb 03, 2025 Q4 2024 |
382,421
shares
|
$202 Million
0.31% of portfolio
|
Q4 2024
Reduced 33.64%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
375,641
shares
|
$198 Million
18.68% of portfolio
|
Q4 2024
Reduced 4.72%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
374,111
shares
|
$197 Million
1.41% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
372,011
shares
|
$196 Million
9.28% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
371,684
shares
|
$196 Million
4.83% of portfolio
|
Q1 2024
Reduced 0.9%
|
|
|
Teramo Advisors, LLC
Naples, FL |
Feb 10, 2025 Q4 2024 |
370,000
shares
|
$195 Million
67.13% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
366,068
shares
|
$193 Million
3.59% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
North Rock Partners, LLC
|
Apr 22, 2025 Q4 2024 |
359,434
shares
|
$190 Million
6.88% of portfolio
|
Q4 2024
Reduced 50.13%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
357,209
shares
|
$188 Million
1.69% of portfolio
|
Q4 2024
Added 8.74%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
355,412
shares
|
$187 Million
3.94% of portfolio
|
Q3 2024
Added 216.67%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
355,010
shares
|
$187 Million
3.02% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Minot Capital, LP
Boulder, CO |
Nov 13, 2024 Q3 2024 |
348,761
shares
|
$184 Million
56.66% of portfolio
|
Q3 2024
Added 100.35%
|
|
|
Juniper Hill Capital Management LP
Menlo Park, CA |
Feb 04, 2025 Q4 2024 |
345,637
shares
|
$182 Million
44.87% of portfolio
|
Q4 2023
Added 153.96%
|