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 |
|---|---|---|---|---|---|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
423,294
shares
|
$266 Million
3.35% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
423,033
shares
|
$266 Million
7.0% of portfolio
|
Q1 2025
Added 24.54%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
419,830
shares
|
$264 Million
18.9% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Trustees Of Dartmouth College
Hanover, NH |
Apr 28, 2025 Q1 2025 |
418,800
shares
|
$263 Million
66.32% of portfolio
|
Q4 2024
Reduced 6.89%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
416,322
shares
|
$262 Million
0.66% of portfolio
|
Q1 2025
Reduced 42.96%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
412,279
shares
|
$259 Million
9.98% of portfolio
|
Q1 2025
Reduced 28.99%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
411,385
shares
|
$259 Million
1.43% of portfolio
|
Q1 2025
Added 9.96%
|
|
|
Teramo Advisors, LLC
Naples, FL |
May 06, 2025 Q1 2025 |
410,000
shares
|
$258 Million
71.88% of portfolio
|
Q1 2025
Added 10.81%
|
|
|
Walleye Trading LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
409,793
shares
|
$258 Million
0.55% of portfolio
|
Q1 2025
Reduced 17.18%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
406,522
shares
|
$256 Million
1.9% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
404,054
shares
|
$254 Million
2.03% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jul 11, 2025 Q2 2025 |
401,177
shares
|
$252 Million
68.62% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
395,327
shares
|
$249 Million
0.5% of portfolio
|
Q1 2025
Reduced 30.03%
|
|
|
Connable Office Inc
|
May 09, 2025 Q1 2025 |
392,611
shares
|
$247 Million
23.58% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
387,526
shares
|
$244 Million
27.23% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Granger Management LLC
|
May 02, 2025 Q1 2025 |
384,898
shares
|
$242 Million
77.78% of portfolio
|
Q1 2025
Reduced 11.79%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
383,340
shares
|
$241 Million
6.43% of portfolio
|
Q1 2025
Reduced 62.76%
|
|
|
Shulman De Meo Asset Management LLC
|
Jul 15, 2025 Q2 2025 |
382,020
shares
|
$240 Million
58.47% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 05, 2025 Q1 2025 |
378,825
shares
|
$238 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
377,396
shares
|
$237 Million
5.26% of portfolio
|
Q1 2025
Reduced 27.59%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
371,684
shares
|
$234 Million
4.83% of portfolio
|
Q1 2024
Reduced 0.9%
|
|
|
University Of Illinois Foundation
Champaign, IL |
May 09, 2025 Q1 2025 |
371,233
shares
|
$233 Million
65.46% of portfolio
|
Q1 2025
Added 14.88%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
366,050
shares
|
$230 Million
8.47% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
360,663
shares
|
$227 Million
100.0% of portfolio
|
Q1 2025
Reduced 62.77%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
May 15, 2025 Q1 2025 |
355,412
shares
|
$223 Million
3.99% of portfolio
|
Q3 2024
Added 216.67%
|