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 5,049 institutions that hold shares in the stock, with a total of 618 Million shares, which have been reported (via 13F filing form) to have a value of $365 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mariner Investment Group LLC
Harrison, NY |
May 05, 2025 Q1 2025 |
174,192
shares
|
$103 Million
22.43% of portfolio
|
Q1 2025
Reduced 77.07%
|
|
|
Tlwm
San Antonio, TX |
May 12, 2025 Q1 2025 |
173,666
shares
|
$103 Million
19.61% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
172,568
shares
|
$102 Million
2.73% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
172,153
shares
|
$102 Million
13.36% of portfolio
|
Q3 2022
Added 129.93%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
172,122
shares
|
$102 Million
1.71% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Southern Farm Bureau Life Insurance
|
May 15, 2025 Q1 2025 |
171,633
shares
|
$101 Million
14.08% of portfolio
|
Q1 2025
Reduced 16.99%
|
|
|
Trans Canada Capital Inc.
Montreal, A8 |
May 13, 2025 Q1 2025 |
170,588
shares
|
$101 Million
7.66% of portfolio
|
Q4 2024
New holding
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
May 15, 2025 Q1 2025 |
170,023
shares
|
$100 Million
17.02% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
169,434
shares
|
$100 Million
0.55% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
169,270
shares
|
$99.9 Million
42.51% of portfolio
|
Q4 2022
Reduced 3.6%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
168,779
shares
|
$99.7 Million
7.02% of portfolio
|
Q1 2025
Added 107.66%
|
|
|
Ucla Foundation
Los Angeles, CA |
Apr 22, 2025 Q1 2025 |
167,361
shares
|
$98.8 Million
100.0% of portfolio
|
Q1 2025
Reduced 22.5%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
167,007
shares
|
$98.6 Million
2.48% of portfolio
|
Q1 2025
Reduced 6.13%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
163,619
shares
|
$96.6 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
|
$94.8 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
|
$94.7 Million
24.11% of portfolio
|
Q1 2025
Reduced 18.54%
|
|
|
Marest Capital, LLC
Tarzana, CA |
Apr 18, 2025 Q1 2025 |
159,490
shares
|
$94.2 Million
74.11% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Ramsey Quantitative Systems
Louisville, KY |
May 14, 2025 Q1 2025 |
158,681
shares
|
$93.7 Million
93.32% of portfolio
|
Q1 2025
Added 49.97%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
158,437
shares
|
$93.6 Million
0.08% of portfolio
|
Q1 2024
Reduced 68.67%
|
|
|
Glenview Trust CO
Louisville, KY |
May 15, 2025 Q1 2025 |
158,434
shares
|
$93.5 Million
1.77% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
157,968
shares
|
$93.3 Million
2.14% of portfolio
|
Q1 2025
Reduced 9.76%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
156,633
shares
|
$92.5 Million
3.28% of portfolio
|
Q1 2025
Added 5.31%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
155,738
shares
|
$92 Million
9.83% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
155,382
shares
|
$91.7 Million
1.07% of portfolio
|
Q1 2025
Reduced 6.81%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
153,361
shares
|
$90.6 Million
1.07% of portfolio
|
Q1 2025
Added 22.74%
|