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 5,100 institutions that hold shares in the stock, with a total of 593 Million shares, which have been reported (via 13F filing form) to have a value of $373 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
173,976
shares
|
$109 Million
2.57% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Tlwm
San Antonio, TX |
May 12, 2025 Q1 2025 |
173,666
shares
|
$109 Million
19.61% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
172,153
shares
|
$108 Million
13.36% of portfolio
|
Q3 2022
Added 129.93%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
172,122
shares
|
$108 Million
1.71% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Southern Farm Bureau Life Insurance
|
May 15, 2025 Q1 2025 |
171,633
shares
|
$108 Million
14.08% of portfolio
|
Q1 2025
Reduced 16.99%
|
|
|
Trans Canada Capital Inc.
Montreal, A8 |
May 13, 2025 Q1 2025 |
170,588
shares
|
$107 Million
7.66% of portfolio
|
Q4 2024
New holding
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
May 15, 2025 Q1 2025 |
170,023
shares
|
$107 Million
17.02% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
169,434
shares
|
$107 Million
0.55% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
169,270
shares
|
$106 Million
42.51% of portfolio
|
Q4 2022
Reduced 3.6%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
168,779
shares
|
$106 Million
7.02% of portfolio
|
Q1 2025
Added 107.66%
|
|
|
Ucla Foundation
Los Angeles, CA |
Apr 22, 2025 Q1 2025 |
167,361
shares
|
$105 Million
100.0% of portfolio
|
Q1 2025
Reduced 22.5%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
167,098
shares
|
$105 Million
4.2% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
163,619
shares
|
$103 Million
4.74% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Apr 21, 2025 Q1 2025 |
160,593
shares
|
$101 Million
14.96% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
May 15, 2025 Q1 2025 |
160,427
shares
|
$101 Million
24.11% of portfolio
|
Q1 2025
Reduced 18.54%
|
|
|
Marest Capital, LLC
Tarzana, CA |
Apr 18, 2025 Q1 2025 |
159,490
shares
|
$100 Million
74.11% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
158,692
shares
|
$99.8 Million
1.75% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Ramsey Quantitative Systems
Louisville, KY |
May 14, 2025 Q1 2025 |
158,681
shares
|
$99.8 Million
93.32% of portfolio
|
Q1 2025
Added 49.97%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
158,437
shares
|
$99.6 Million
0.08% of portfolio
|
Q1 2024
Reduced 68.67%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
157,968
shares
|
$99.3 Million
2.14% of portfolio
|
Q1 2025
Reduced 9.76%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
156,633
shares
|
$98.5 Million
3.28% of portfolio
|
Q1 2025
Added 5.31%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
153,361
shares
|
$96.4 Million
1.07% of portfolio
|
Q1 2025
Added 22.74%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
153,333
shares
|
$96.4 Million
0.74% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Allen Investment Management LLC
|
May 07, 2025 Q1 2025 |
153,043
shares
|
$96.2 Million
1.01% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
May 15, 2025 Q1 2025 |
152,995
shares
|
$96.2 Million
0.1% of portfolio
|
Q1 2025
Added 147.77%
|