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 5,341 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 |
|---|---|---|---|---|---|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
205,032
shares
|
$136 Million
3.07% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Jordan Park Group LLC
|
Nov 03, 2025 Q3 2025 |
201,465
shares
|
$134 Million
7.54% of portfolio
|
Q3 2025
Reduced 4.77%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
201,094
shares
|
$134 Million
22.37% of portfolio
|
Q3 2025
Reduced 9.95%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
199,452
shares
|
$133 Million
2.02% of portfolio
|
Q3 2025
Added 7.66%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
198,984
shares
|
$132 Million
1.85% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
198,928
shares
|
$132 Million
6.7% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
197,430
shares
|
$131 Million
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
192,346
shares
|
$128 Million
1.72% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
191,440
shares
|
$127 Million
2.24% of portfolio
|
Q4 2025
Reduced 1.31%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
191,335
shares
|
$127 Million
1.11% of portfolio
|
Q4 2025
Added 3.67%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
190,331
shares
|
$127 Million
0.58% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Ritholtz Wealth Management
|
Jan 22, 2026 Q4 2025 |
190,000
shares
|
$126 Million
2.42% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Metropolitan Life Insurance CO
New York, NY |
Nov 13, 2025 Q3 2025 |
189,874
shares
|
$126 Million
37.06% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
187,570
shares
|
$125 Million
0.7% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Pacific Wealth Management
|
Oct 21, 2025 Q3 2025 |
187,397
shares
|
$125 Million
62.86% of portfolio
|
Q3 2025
Added 6.23%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
186,654
shares
|
$124 Million
10.6% of portfolio
|
Q3 2025
Reduced 30.96%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
186,563
shares
|
$124 Million
0.93% of portfolio
|
Q3 2025
Added 67.24%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
185,043
shares
|
$123 Million
5.82% of portfolio
|
Q4 2022
Reduced 6.33%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
185,015
shares
|
$123 Million
1.46% of portfolio
|
Q3 2025
Reduced 5.38%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
184,768
shares
|
$123 Million
2.42% of portfolio
|
Q4 2023
Added 2.69%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
183,079
shares
|
$122 Million
2.88% of portfolio
|
Q4 2025
Reduced 2.2%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
180,881
shares
|
$120 Million
6.38% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
180,267
shares
|
$120 Million
5.56% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Dec 18, 2025 Q3 2025 |
179,776
shares
|
$120 Million
2.36% of portfolio
|
Q3 2025
Added 11.29%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
178,794
shares
|
$119 Million
3.97% of portfolio
|
Q3 2025
Added 16.18%
|
|