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 594 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 |
|---|---|---|---|---|---|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
116,833
shares
|
$73.5 Million
3.01% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
115,423
shares
|
$72.6 Million
1.07% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Lepercq Multi Asset Fund
Hamilton, D0 |
Feb 07, 2025 Q4 2024 |
115,245
shares
|
$72.5 Million
48.43% of portfolio
|
Q4 2024
New holding
|
|
|
Lepercq De Neuflize Asset Management LLC
New York, NY |
May 13, 2025 Q1 2025 |
115,245
shares
|
$72.5 Million
62.41% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
114,425
shares
|
$72 Million
0.87% of portfolio
|
Q1 2025
Reduced 17.69%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
114,352
shares
|
$71.9 Million
3.66% of portfolio
|
Q1 2025
Reduced 9.93%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
113,309
shares
|
$71.3 Million
8.67% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
113,297
shares
|
$71.2 Million
6.97% of portfolio
|
Q1 2024
Reduced 0.64%
|
|
|
Center Star Asset Management, LLC
|
Jul 21, 2025 Q2 2025 |
113,212
shares
|
$71.2 Million
86.75% of portfolio
|
Q2 2025
Added 386.7%
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
113,188
shares
|
$71.2 Million
12.51% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Aristotle Capital Management, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
113,182
shares
|
$71.2 Million
0.13% of portfolio
|
Q1 2025
Reduced 70.91%
|
|
|
Axel Capital Management, LLC
|
Feb 01, 2023 Q4 2022 |
113,100
shares
|
$71.1 Million
91.17% of portfolio
|
Q4 2022
Added 130.35%
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
Jul 22, 2025 Q2 2025 |
112,108
shares
|
$70.5 Million
29.33% of portfolio
|
Q2 2025
Added 6.22%
|
|
|
Barings LLC
|
May 09, 2025 Q1 2025 |
111,583
shares
|
$70.2 Million
1.63% of portfolio
|
Q1 2025
Added 89.5%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Apr 23, 2025 Q1 2025 |
111,559
shares
|
$70.2 Million
0.2% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Eos Management, L.P.
|
May 01, 2025 Q1 2025 |
110,736
shares
|
$69.6 Million
28.21% of portfolio
|
Q1 2025
Reduced 18.84%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
109,930
shares
|
$69.1 Million
2.12% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
108,815
shares
|
$68.4 Million
1.16% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
108,596
shares
|
$68.3 Million
11.71% of portfolio
|
Q2 2025
Reduced 51.07%
|
|
|
Lavaca Capital LLC
Houston, TX |
May 15, 2025 Q1 2025 |
108,588
shares
|
$68.3 Million
25.2% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
108,346
shares
|
$68.1 Million
1.3% of portfolio
|
Q1 2024
Reduced 77.75%
|
|
|
Performa LTD (Us), LLC
|
May 09, 2025 Q1 2025 |
108,017
shares
|
$67.9 Million
20.1% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
106,906
shares
|
$67.2 Million
2.57% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Azarias Capital Management, L.P.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
106,461
shares
|
$66.9 Million
30.07% of portfolio
|
Q1 2025
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
106,354
shares
|
$66.9 Million
1.14% of portfolio
|
Q3 2022
Added 0.32%
|