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 593 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 |
|---|---|---|---|---|---|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
151,729
shares
|
$95.4 Million
1.19% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
150,771
shares
|
$94.8 Million
3.17% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
150,627
shares
|
$94.7 Million
1.73% of portfolio
|
Q1 2023
Reduced 0.69%
|
|
|
Moment Partners, LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
150,576
shares
|
$94.7 Million
16.69% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Howard Capital Management Group, LLC
|
Jul 16, 2025 Q2 2025 |
150,553
shares
|
$94.7 Million
6.48% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
150,041
shares
|
$94.3 Million
9.8% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
148,517
shares
|
$93.4 Million
26.78% of portfolio
|
Q2 2025
Added 6.24%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
147,292
shares
|
$92.6 Million
2.64% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
May 07, 2025 Q1 2025 |
146,907
shares
|
$92.4 Million
13.64% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
146,865
shares
|
$92.3 Million
1.37% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
146,582
shares
|
$92.2 Million
9.64% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
146,486
shares
|
$92.1 Million
3.73% of portfolio
|
Q1 2025
New holding
|
|
|
Brandywine Trust CO
Hockessin, DE |
May 14, 2025 Q1 2025 |
146,207
shares
|
$91.9 Million
12.7% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Parker Investment Management, LLC
|
May 01, 2025 Q1 2025 |
145,500
shares
|
$91.5 Million
14.54% of portfolio
|
Q1 2025
Added 108.84%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
145,382
shares
|
$91.4 Million
6.22% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
144,553
shares
|
$90.9 Million
13.45% of portfolio
|
Q1 2025
Added 27.57%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
143,830
shares
|
$90.4 Million
23.22% of portfolio
|
Q1 2025
Added 18.75%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
143,351
shares
|
$90.1 Million
16.06% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
143,351
shares
|
$90.1 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
New York Life Insurance CO
New York, NY |
May 07, 2025 Q1 2025 |
142,522
shares
|
$89.6 Million
29.42% of portfolio
|
Q1 2025
Reduced 49.42%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
May 15, 2025 Q1 2025 |
141,826
shares
|
$89.2 Million
43.84% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
141,781
shares
|
$89.1 Million
1.62% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Jabodon Pt CO
Reno, NV |
May 06, 2025 Q1 2025 |
141,546
shares
|
$89 Million
99.93% of portfolio
|
Q3 2022
Added 11.81%
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
141,313
shares
|
$88.9 Million
0.61% of portfolio
|
Q2 2025
Added 6.19%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
141,225
shares
|
$88.8 Million
1.58% of portfolio
|
Q1 2025
Reduced 7.02%
|