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 4,981 institutions that hold shares in the stock, with a total of 598 Million shares, which have been reported (via 13F filing form) to have a value of $359 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Circle Wealth Management, LLC
Summit, NJ |
Feb 14, 2025 Q4 2024 |
750,918
shares
|
$451 Million
9.35% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
750,895
shares
|
$450 Million
3.32% of portfolio
|
Q4 2024
New holding
|
|
|
Pentwater Capital Management LP
Naples, FL |
Feb 14, 2025 Q4 2024 |
750,000
shares
|
$450 Million
5.04% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Feb 14, 2025 Q4 2024 |
741,052
shares
|
$445 Million
4.64% of portfolio
|
Q4 2024
Added 30.78%
|
|
|
Greenfield Ftc, Inc.
|
Jan 27, 2025 Q4 2024 |
739,455
shares
|
$444 Million
84.38% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
729,824
shares
|
$438 Million
1.1% of portfolio
|
Q4 2024
Reduced 57.52%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
727,652
shares
|
$437 Million
16.08% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
717,543
shares
|
$430 Million
14.47% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Akuna Securities LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
697,237
shares
|
$418 Million
72.45% of portfolio
|
Q4 2024
New holding
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
674,021
shares
|
$404 Million
26.37% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Natixis
Paris, I0 |
Feb 13, 2025 Q4 2024 |
669,212
shares
|
$401 Million
2.45% of portfolio
|
Q4 2024
Reduced 57.3%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
658,604
shares
|
$395 Million
2.41% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
656,115
shares
|
$394 Million
1.34% of portfolio
|
Q4 2024
Reduced 10.39%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
649,781
shares
|
$390 Million
0.82% of portfolio
|
Q4 2024
Added 4.64%
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
647,368
shares
|
$388 Million
6.69% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
Sun Life Financial Inc
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
644,174
shares
|
$386 Million
21.06% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
644,145
shares
|
$386 Million
1.3% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
634,293
shares
|
$381 Million
0.74% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
628,660
shares
|
$377 Million
3.64% of portfolio
|
Q4 2024
Added 5.25%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
628,249
shares
|
$377 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
|
$376 Million
0.88% of portfolio
|
Q4 2024
Reduced 27.56%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
615,674
shares
|
$369 Million
9.96% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
613,940
shares
|
$368 Million
0.7% of portfolio
|
Q4 2024
Reduced 5.27%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
613,044
shares
|
$368 Million
0.48% of portfolio
|
Q4 2024
Added 6.34%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
Feb 14, 2025 Q4 2024 |
608,100
shares
|
$365 Million
0.76% of portfolio
|
Q4 2024
New holding
|