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 5,102 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 $374 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
196,409
shares
|
$124 Million
6.08% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
193,684
shares
|
$122 Million
1.54% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
192,753
shares
|
$121 Million
5.24% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
192,157
shares
|
$121 Million
1.66% of portfolio
|
Q1 2025
Reduced 6.29%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
190,021
shares
|
$119 Million
13.47% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
188,944
shares
|
$119 Million
3.29% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
188,120
shares
|
$118 Million
11.74% of portfolio
|
Q4 2024
Added 15.76%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
187,125
shares
|
$118 Million
1.96% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
186,723
shares
|
$117 Million
3.44% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
185,751
shares
|
$117 Million
1.57% of portfolio
|
Q2 2025
Reduced 19.2%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
185,043
shares
|
$116 Million
5.82% of portfolio
|
Q4 2022
Reduced 6.33%
|
|
|
Pacific Wealth Management
|
May 05, 2025 Q1 2025 |
184,899
shares
|
$116 Million
56.86% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
184,768
shares
|
$116 Million
2.42% of portfolio
|
Q4 2023
Added 2.69%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
184,251
shares
|
$116 Million
0.43% of portfolio
|
Q1 2025
Reduced 65.35%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
May 07, 2025 Q1 2025 |
184,209
shares
|
$116 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Aia Group LTD
Hong Kong, K3 |
May 12, 2025 Q1 2025 |
184,195
shares
|
$116 Million
2.74% of portfolio
|
Q1 2025
Added 13.93%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
184,180
shares
|
$116 Million
0.78% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
182,945
shares
|
$115 Million
6.05% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
180,278
shares
|
$113 Million
5.13% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
178,717
shares
|
$112 Million
1.14% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
178,438
shares
|
$112 Million
3.3% of portfolio
|
Q3 2023
Added 73.28%
|
|
|
Valiant Capital Management, L.P.
San Francisco, CA |
May 15, 2025 Q1 2025 |
176,612
shares
|
$111 Million
9.69% of portfolio
|
Q1 2025
New holding
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
May 14, 2025 Q1 2025 |
176,129
shares
|
$111 Million
0.08% of portfolio
|
Q1 2025
Added 17.84%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
174,955
shares
|
$110 Million
0.99% of portfolio
|
Q2 2025
Added 12.6%
|
|
|
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%
|