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 5,290 institutions that hold shares in the stock, with a total of 557 Million shares, which have been reported (via 13F filing form) to have a value of $371 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
772,361
shares
|
$514 Million
2.57% of portfolio
|
Q3 2025
Reduced 6.85%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
749,406
shares
|
$499 Million
0.7% of portfolio
|
Q3 2025
Added 17.48%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
744,273
shares
|
$495 Million
1.06% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Members Trust CO
|
Nov 14, 2025 Q3 2025 |
739,447
shares
|
$492 Million
16.35% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
733,932
shares
|
$489 Million
14.34% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
732,854
shares
|
$488 Million
24.43% of portfolio
|
Q3 2025
Added 10.65%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 13, 2025 Q3 2025 |
724,679
shares
|
$482 Million
9.43% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
714,215
shares
|
$475 Million
2.33% of portfolio
|
Q3 2025
Added 9.84%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
704,458
shares
|
$469 Million
5.15% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
703,363
shares
|
$468 Million
1.37% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
694,962
shares
|
$463 Million
24.92% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Greenfield Ftc, Inc.
|
Oct 17, 2025 Q3 2025 |
682,552
shares
|
$454 Million
89.69% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
677,661
shares
|
$451 Million
0.74% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
661,870
shares
|
$441 Million
1.21% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Aequim Alternative Investments LP
Mill Valley, CA |
Nov 14, 2025 Q3 2025 |
650,000
shares
|
$433 Million
76.29% of portfolio
|
Q3 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
645,174
shares
|
$429 Million
1.02% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
638,532
shares
|
$425 Million
12.57% of portfolio
|
Q3 2025
Added 162.92%
|
|
|
Sun Life Financial Inc
Toronto, A6 |
Nov 10, 2025 Q3 2025 |
634,059
shares
|
$422 Million
21.54% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
633,401
shares
|
$422 Million
2.06% of portfolio
|
Q3 2025
Added 6.43%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
619,655
shares
|
$412 Million
0.7% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
596,691
shares
|
$397 Million
9.7% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
586,040
shares
|
$390 Million
2.07% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 17, 2025 Q3 2025 |
579,763
shares
|
$386 Million
0.55% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
574,133
shares
|
$382 Million
0.25% of portfolio
|
Q3 2025
Added 43.89%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2025 Q3 2025 |
559,285
shares
|
$372 Million
6.61% of portfolio
|
Q3 2025
Added 0.62%
|
|