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 5,046 institutions that hold shares in the stock, with a total of 620 Million shares, which have been reported (via 13F filing form) to have a value of $362 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
240,160
shares
|
$142 Million
0.26% of portfolio
|
Q1 2025
Reduced 30.22%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
240,050
shares
|
$142 Million
3.44% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
237,446
shares
|
$140 Million
0.52% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
236,832
shares
|
$140 Million
35.93% of portfolio
|
Q2 2022
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
229,900
shares
|
$136 Million
1.56% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
228,819
shares
|
$135 Million
25.49% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
225,379
shares
|
$133 Million
6.22% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
225,204
shares
|
$133 Million
2.2% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
223,220
shares
|
$132 Million
0.11% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Apr 15, 2025 Q1 2025 |
221,937
shares
|
$131 Million
20.59% of portfolio
|
Q1 2025
Added 60.77%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
May 02, 2025 Q1 2025 |
221,909
shares
|
$131 Million
16.11% of portfolio
|
Q1 2025
Added 124.46%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
221,793
shares
|
$131 Million
0.62% of portfolio
|
Q1 2025
Reduced 53.69%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
May 12, 2025 Q1 2025 |
221,517
shares
|
$131 Million
3.89% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Jana Partners LLC
New York, NY |
Aug 14, 2023 Q2 2023 |
221,133
shares
|
$131 Million
7.32% of portfolio
|
Q2 2023
Reduced 2.38%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
220,865
shares
|
$130 Million
0.44% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
218,932
shares
|
$129 Million
0.82% of portfolio
|
Q1 2025
Added 78.28%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
218,310
shares
|
$129 Million
2.15% of portfolio
|
Q4 2022
Reduced 0.76%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
218,228
shares
|
$129 Million
9.0% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Mufg Bank, Ltd.
New York, NY |
May 09, 2025 Q1 2025 |
218,000
shares
|
$129 Million
4.6% of portfolio
|
Q4 2024
New holding
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2025 Q1 2025 |
217,409
shares
|
$128 Million
2.18% of portfolio
|
Q1 2025
Added 91.66%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
May 12, 2025 Q1 2025 |
217,216
shares
|
$128 Million
9.19% of portfolio
|
Q1 2025
Added 4.39%
|
|
|
White Mountains Insurance Group LTD
Hanover, NH |
May 12, 2025 Q1 2025 |
216,197
shares
|
$128 Million
42.3% of portfolio
|
Q1 2025
Reduced 43.57%
|
|
|
Perella Weinberg Partners Capital Management LP
|
May 13, 2024 Q1 2024 |
215,789
shares
|
$127 Million
12.07% of portfolio
|
Q1 2024
Reduced 15.14%
|
|
|
Welch Capital Partners LLC
Brooklyn, NY |
May 09, 2025 Q1 2025 |
214,033
shares
|
$126 Million
28.49% of portfolio
|
Q1 2025
Reduced 8.65%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
213,763
shares
|
$126 Million
1.13% of portfolio
|
Q1 2025
Added 0.15%
|