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 5,165 institutions that hold shares in the stock, with a total of 646 Million shares, which have been reported (via 13F filing form) to have a value of $415 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
206,654
shares
|
$133 Million
3.04% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
205,604
shares
|
$132 Million
4.6% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Benin Management Corp
|
Jul 30, 2025 Q2 2025 |
204,875
shares
|
$132 Million
33.3% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
203,771
shares
|
$131 Million
6.7% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
203,550
shares
|
$131 Million
2.43% of portfolio
|
Q2 2025
Added 28.86%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
201,402
shares
|
$129 Million
1.76% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Little Harbor Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
200,669
shares
|
$129 Million
73.56% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Calamos Advisors LLC
|
Aug 08, 2025 Q2 2025 |
200,126
shares
|
$129 Million
0.7% of portfolio
|
Q2 2025
Reduced 71.72%
|
|
|
Mizuho Bank, Ltd.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
200,000
shares
|
$129 Million
12.14% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
199,425
shares
|
$128 Million
1.87% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
199,231
shares
|
$128 Million
2.42% of portfolio
|
Q2 2025
Reduced 5.63%
|
|
|
Metropolitan Life Insurance CO
New York, NY |
Aug 13, 2025 Q2 2025 |
198,151
shares
|
$127 Million
36.59% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
197,959
shares
|
$127 Million
6.42% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
195,738
shares
|
$126 Million
1.74% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
195,543
shares
|
$126 Million
1.54% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
192,914
shares
|
$124 Million
10.27% of portfolio
|
Q2 2025
Added 31.61%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
191,665
shares
|
$123 Million
0.59% of portfolio
|
Q2 2025
Added 13.12%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
188,944
shares
|
$121 Million
3.29% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
188,120
shares
|
$121 Million
11.74% of portfolio
|
Q4 2024
Added 15.76%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
186,553
shares
|
$120 Million
2.59% of portfolio
|
Q2 2025
Added 390.31%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
186,076
shares
|
$120 Million
0.75% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
185,751
shares
|
$119 Million
1.57% of portfolio
|
Q2 2025
Reduced 19.2%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
185,255
shares
|
$119 Million
1.92% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Gen Trust, LLC
|
Jul 30, 2025 Q2 2025 |
185,171
shares
|
$119 Million
5.49% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
185,043
shares
|
$119 Million
5.82% of portfolio
|
Q4 2022
Reduced 6.33%
|