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 5,046 institutions that hold shares in the stock, with a total of 620 Million shares, which have been reported (via 13F filing form) to have a value of $362 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Members Trust CO
|
May 02, 2025 Q1 2025 |
777,366
shares
|
$453 Million
15.16% of portfolio
|
Q1 2025
Added 8.34%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
750,895
shares
|
$438 Million
3.32% of portfolio
|
Q4 2024
New holding
|
|
|
Pentwater Capital Management LP
Naples, FL |
Feb 14, 2025 Q4 2024 |
750,000
shares
|
$437 Million
5.04% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
733,084
shares
|
$427 Million
14.47% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
729,824
shares
|
$425 Million
1.1% of portfolio
|
Q4 2024
Reduced 57.52%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
May 14, 2025 Q1 2025 |
728,487
shares
|
$425 Million
8.91% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 13, 2025 Q1 2025 |
720,213
shares
|
$420 Million
2.22% of portfolio
|
Q1 2025
Added 9.77%
|
|
|
Calamos Advisors LLC
|
Apr 28, 2025 Q1 2025 |
707,629
shares
|
$413 Million
2.51% of portfolio
|
Q1 2025
Added 6027.19%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
May 14, 2025 Q1 2025 |
703,600
shares
|
$410 Million
0.84% of portfolio
|
Q1 2025
Added 15.7%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
692,477
shares
|
$404 Million
4.95% of portfolio
|
Q1 2025
Added 177.38%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
687,822
shares
|
$401 Million
25.23% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Greenfield Ftc, Inc.
|
Apr 08, 2025 Q1 2025 |
686,510
shares
|
$400 Million
89.08% of portfolio
|
Q1 2025
Reduced 7.16%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
683,710
shares
|
$399 Million
1.27% of portfolio
|
Q1 2025
Added 6.14%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
659,395
shares
|
$384 Million
0.75% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
658,604
shares
|
$384 Million
2.41% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Akuna Securities LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
647,636
shares
|
$378 Million
97.52% of portfolio
|
Q1 2025
Reduced 7.11%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
May 14, 2025 Q1 2025 |
646,800
shares
|
$377 Million
2.0% of portfolio
|
Q1 2025
Added 89.26%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
646,336
shares
|
$377 Million
1.22% of portfolio
|
Q1 2025
Added 11.52%
|
|
|
Sun Life Financial Inc
Toronto, A6 |
May 08, 2025 Q1 2025 |
638,529
shares
|
$372 Million
22.61% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
634,293
shares
|
$370 Million
0.74% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
632,584
shares
|
$369 Million
0.53% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
628,249
shares
|
$366 Million
0.58% of portfolio
|
Q4 2024
Added 1499.05%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
627,271
shares
|
$366 Million
0.88% of portfolio
|
Q4 2024
Reduced 27.56%
|
|
|
Meitav Dash Investments LTD
|
May 12, 2025 Q1 2025 |
607,757
shares
|
$354 Million
6.51% of portfolio
|
Q1 2025
Reduced 6.12%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
607,400
shares
|
$354 Million
0.34% of portfolio
|
Q4 2024
Added 14.97%
|