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 |
|---|---|---|---|---|---|
|
Arvest Bank Trust Division
Dewey, OK |
May 14, 2025 Q1 2025 |
81,722
shares
|
$51.4 Million
2.89% of portfolio
|
Q1 2025
Reduced 12.16%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
May 12, 2025 Q1 2025 |
81,491
shares
|
$51.2 Million
4.53% of portfolio
|
Q1 2025
Reduced 9.94%
|
|
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
May 12, 2025 Q1 2025 |
80,972
shares
|
$50.9 Million
5.37% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
80,883
shares
|
$50.9 Million
3.73% of portfolio
|
Q2 2025
Added 7.32%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Apr 29, 2025 Q1 2025 |
80,864
shares
|
$50.9 Million
10.24% of portfolio
|
Q1 2025
Added 114.36%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
80,705
shares
|
$50.8 Million
1.07% of portfolio
|
Q2 2025
Added 6.86%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
80,151
shares
|
$50.4 Million
0.99% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
80,037
shares
|
$50.3 Million
0.59% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
May 05, 2025 Q1 2025 |
80,000
shares
|
$50.3 Million
20.6% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Atalanta Sosnoff Capital, LLC
|
May 15, 2025 Q1 2025 |
79,912
shares
|
$50.3 Million
1.07% of portfolio
|
Q1 2025
Added 56.77%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
79,871
shares
|
$50.2 Million
2.5% of portfolio
|
Q1 2025
Reduced 27.32%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
79,586
shares
|
$50 Million
1.35% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
79,400
shares
|
$49.9 Million
2.1% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Apr 30, 2025 Q1 2025 |
78,963
shares
|
$49.7 Million
63.44% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
78,791
shares
|
$49.5 Million
1.83% of portfolio
|
Q1 2025
Reduced 5.89%
|
|
|
Lazard Freres Gestion S.A.S.
|
May 07, 2025 Q1 2025 |
78,413
shares
|
$49.3 Million
1.07% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Jul 15, 2025 Q2 2025 |
78,307
shares
|
$49.2 Million
30.98% of portfolio
|
Q2 2025
Added 24.69%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
78,185
shares
|
$49.2 Million
4.11% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Galilei Investment Office LLP
London, X0 |
May 08, 2025 Q1 2025 |
77,655
shares
|
$48.8 Million
23.53% of portfolio
|
Q4 2024
New holding
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
76,978
shares
|
$48.4 Million
7.48% of portfolio
|
Q4 2022
Added 1.26%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jul 18, 2025 Q2 2025 |
76,800
shares
|
$48.3 Million
3.9% of portfolio
|
Q4 2024
New holding
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
76,794
shares
|
$48.3 Million
2.45% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
76,165
shares
|
$47.9 Million
0.22% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
75,690
shares
|
$47.6 Million
9.68% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Kaleidoscope Capital LP
Boston, MA |
May 13, 2025 Q1 2025 |
75,682
shares
|
$47.6 Million
25.17% of portfolio
|
Q1 2025
Added 0.3%
|