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 |
|---|---|---|---|---|---|
|
Soundwatch Capital LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
553,662
shares
|
$369 Million
59.15% of portfolio
|
Q3 2025
Reduced 95.43%
|
|
|
Amundi
Paris, I0 |
Nov 14, 2025 Q3 2025 |
548,468
shares
|
$365 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
547,809
shares
|
$365 Million
1.26% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
547,747
shares
|
$365 Million
1.91% of portfolio
|
Q3 2022
Added 51.39%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
547,724
shares
|
$365 Million
0.69% of portfolio
|
Q3 2025
Reduced 10.89%
|
|
|
Daido Life Insurance CO
Tokyo, M0 |
Nov 05, 2025 Q3 2025 |
544,324
shares
|
$362 Million
52.17% of portfolio
|
Q3 2023
Reduced 12.63%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
538,787
shares
|
$359 Million
8.44% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 14, 2025 Q3 2025 |
515,306
shares
|
$343 Million
0.56% of portfolio
|
Q3 2025
Added 474.91%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
512,631
shares
|
$341 Million
12.55% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Passaic Partners LLC
|
Nov 13, 2025 Q3 2025 |
509,973
shares
|
$339 Million
41.64% of portfolio
|
Q3 2025
Reduced 13.19%
|
|
|
Hackensack Meridian Health, Inc.
Edison, NJ |
Nov 13, 2025 Q3 2025 |
505,500
shares
|
$336 Million
42.7% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
493,474
shares
|
$328 Million
0.19% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
489,536
shares
|
$326 Million
0.56% of portfolio
|
Q3 2025
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
478,063
shares
|
$318 Million
1.04% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Easterly Investment Partners LLC
|
Nov 12, 2025 Q3 2025 |
477,594
shares
|
$318 Million
21.75% of portfolio
|
Q3 2025
Added 28.18%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
470,293
shares
|
$313 Million
15.97% of portfolio
|
Q4 2022
Reduced 1.97%
|
|
|
Millburn Ridgefield Corp
|
Oct 30, 2025 Q3 2025 |
467,964
shares
|
$312 Million
7.45% of portfolio
|
Q3 2025
Reduced 7.18%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
467,964
shares
|
$312 Million
6.37% of portfolio
|
Q3 2025
Reduced 7.34%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
461,854
shares
|
$307 Million
1.53% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Oct 17, 2025 Q3 2025 |
453,326
shares
|
$302 Million
71.12% of portfolio
|
Q3 2025
Added 13.0%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
449,982
shares
|
$300 Million
3.5% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 12, 2025 Q3 2025 |
448,878
shares
|
$299 Million
10.89% of portfolio
|
Q3 2025
Reduced 12.36%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
443,374
shares
|
$295 Million
1.88% of portfolio
|
Q2 2025
Added 9.07%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
441,443
shares
|
$294 Million
1.56% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
441,308
shares
|
$294 Million
2.03% of portfolio
|
Q3 2025
Added 9.22%
|
|