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 |
|---|---|---|---|---|---|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
98,213
shares
|
$61.8 Million
1.11% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
98,002
shares
|
$61.6 Million
7.74% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
97,956
shares
|
$61.6 Million
1.39% of portfolio
|
Q2 2025
Added 7.06%
|
|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
97,949
shares
|
$61.6 Million
1.46% of portfolio
|
Q2 2024
Added 27.56%
|
|
|
Candlestick Capital Management LP
Greenwich, CT |
May 15, 2025 Q1 2025 |
97,753
shares
|
$61.5 Million
1.21% of portfolio
|
Q1 2025
New holding
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
97,709
shares
|
$61.4 Million
0.0% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
97,664
shares
|
$61.4 Million
4.79% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Dean, Jacobson Financial Services, LLC
|
Apr 25, 2025 Q1 2025 |
97,621
shares
|
$61.4 Million
42.09% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Solitude Financial Services
|
Jul 23, 2025 Q2 2025 |
97,401
shares
|
$61.3 Million
21.85% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
97,132
shares
|
$61.1 Million
2.41% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
96,702
shares
|
$60.8 Million
1.68% of portfolio
|
Q1 2025
Added 86.04%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
96,040
shares
|
$60.4 Million
0.44% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
95,724
shares
|
$60.2 Million
10.19% of portfolio
|
Q2 2023
Added 6.67%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
95,702
shares
|
$60.2 Million
0.1% of portfolio
|
Q1 2025
Reduced 6.57%
|
|
|
Washburn Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
95,673
shares
|
$60.2 Million
29.23% of portfolio
|
Q1 2025
Added 47.09%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
95,335
shares
|
$60 Million
7.68% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
95,022
shares
|
$59.8 Million
1.08% of portfolio
|
Q2 2025
Added 145.36%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
94,910
shares
|
$59.7 Million
2.62% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
94,884
shares
|
$59.7 Million
2.01% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
94,713
shares
|
$59.6 Million
23.45% of portfolio
|
Q1 2025
Reduced 15.68%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
94,659
shares
|
$59.5 Million
1.34% of portfolio
|
Q1 2025
Reduced 25.24%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
94,643
shares
|
$59.5 Million
9.74% of portfolio
|
Q1 2025
Added 65.7%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
94,495
shares
|
$59.4 Million
5.53% of portfolio
|
Q1 2025
Added 24.09%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
94,481
shares
|
$59.4 Million
1.75% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
94,429
shares
|
$59.4 Million
8.78% of portfolio
|
Q2 2025
Reduced 1.5%
|