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 5,287 institutions that hold shares in the stock, with a total of 556 Million shares, which have been reported (via 13F filing form) to have a value of $370 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
227,255
shares
|
$151 Million
1.49% of portfolio
|
Q3 2025
Added 4.87%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
227,011
shares
|
$151 Million
0.27% of portfolio
|
Q3 2025
Reduced 5.48%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
225,379
shares
|
$150 Million
6.22% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Little Harbor Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
225,289
shares
|
$150 Million
74.99% of portfolio
|
Q3 2025
Added 12.27%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
224,202
shares
|
$149 Million
0.29% of portfolio
|
Q3 2025
Added 187.93%
|
|
|
Jana Partners LLC
New York, NY |
Aug 14, 2023 Q2 2023 |
221,133
shares
|
$147 Million
7.32% of portfolio
|
Q2 2023
Reduced 2.38%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
221,068
shares
|
$147 Million
1.92% of portfolio
|
Q3 2025
Added 9.76%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
220,898
shares
|
$147 Million
0.11% of portfolio
|
Q3 2025
Added 24581.34%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
219,710
shares
|
$146 Million
27.41% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
219,427
shares
|
$146 Million
0.47% of portfolio
|
Q3 2025
Reduced 29.84%
|
|
|
Silicon Valley Capital Partners
|
Nov 14, 2025 Q3 2025 |
218,767
shares
|
$146 Million
13.77% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
218,310
shares
|
$145 Million
2.15% of portfolio
|
Q4 2022
Reduced 0.76%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
218,225
shares
|
$145 Million
3.97% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
217,412
shares
|
$145 Million
0.11% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
215,873
shares
|
$144 Million
8.9% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Perella Weinberg Partners Capital Management LP
|
May 13, 2024 Q1 2024 |
215,789
shares
|
$144 Million
12.07% of portfolio
|
Q1 2024
Reduced 15.14%
|
|
|
Benin Management Corp
|
Oct 20, 2025 Q3 2025 |
214,077
shares
|
$143 Million
34.04% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
213,991
shares
|
$142 Million
3.47% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
212,701
shares
|
$142 Million
1.25% of portfolio
|
Q3 2025
Added 29.11%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
212,212
shares
|
$141 Million
13.86% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
211,367
shares
|
$141 Million
3.24% of portfolio
|
Q3 2022
Added 3.7%
|
|
|
Saudi Central Bank
Riyadh, T0 |
Nov 12, 2025 Q3 2025 |
210,000
shares
|
$140 Million
5.37% of portfolio
|
Q2 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
209,002
shares
|
$139 Million
2.39% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
208,198
shares
|
$139 Million
13.98% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Welch Capital Partners LLC
Brooklyn, NY |
Nov 14, 2025 Q3 2025 |
208,164
shares
|
$139 Million
28.56% of portfolio
|
Q3 2025
Reduced 0.01%
|
|