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 |
|---|---|---|---|---|---|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
178,438
shares
|
$119 Million
3.3% of portfolio
|
Q3 2023
Added 73.28%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
176,468
shares
|
$117 Million
5.5% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
176,134
shares
|
$117 Million
5.85% of portfolio
|
Q3 2025
Reduced 11.03%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2025 Q3 2025 |
175,645
shares
|
$117 Million
17.01% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
174,152
shares
|
$116 Million
1.76% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
173,122
shares
|
$115 Million
1.8% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
173,018
shares
|
$115 Million
1.42% of portfolio
|
Q3 2025
Added 320.36%
|
|
|
Bizma Investimentos Ltda
Sao Paulo, D5 |
Nov 14, 2025 Q3 2025 |
172,944
shares
|
$115 Million
32.34% of portfolio
|
Q3 2025
Added 22.03%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
172,209
shares
|
$115 Million
2.38% of portfolio
|
Q4 2025
Reduced 0.85%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
172,153
shares
|
$115 Million
13.36% of portfolio
|
Q3 2022
Added 129.93%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
171,487
shares
|
$114 Million
0.93% of portfolio
|
Q3 2025
Added 7.28%
|
|
|
Trans Canada Capital Inc.
Montreal, A8 |
Nov 10, 2025 Q3 2025 |
170,579
shares
|
$114 Million
7.95% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2025 Q3 2025 |
170,292
shares
|
$113 Million
3.17% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
169,270
shares
|
$113 Million
42.51% of portfolio
|
Q4 2022
Reduced 3.6%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
167,115
shares
|
$111 Million
2.58% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Tlwm
San Antonio, TX |
Jan 12, 2026 Q4 2025 |
165,499
shares
|
$110 Million
20.46% of portfolio
|
Q4 2025
Reduced 4.45%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
164,807
shares
|
$110 Million
4.25% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
164,720
shares
|
$110 Million
15.61% of portfolio
|
Q3 2025
Reduced 7.99%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
163,685
shares
|
$109 Million
9.0% of portfolio
|
Q3 2025
Added 36.24%
|
|
|
Spear Holdings Rsc LTD
Abu Dhabi, C0 |
Oct 30, 2025 Q3 2025 |
163,500
shares
|
$109 Million
6.12% of portfolio
|
Q3 2025
New holding
|
|
|
Allen Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
162,890
shares
|
$108 Million
1.26% of portfolio
|
Q3 2025
Added 8.71%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Nov 14, 2025 Q3 2025 |
162,549
shares
|
$108 Million
8.7% of portfolio
|
Q3 2025
Reduced 5.57%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
162,506
shares
|
$108 Million
1.73% of portfolio
|
Q3 2025
Reduced 44.25%
|
|
|
Marest Capital, LLC
Tarzana, CA |
Nov 06, 2025 Q3 2025 |
162,279
shares
|
$108 Million
65.71% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Southern Farm Bureau Life Insurance
|
Oct 14, 2025 Q3 2025 |
161,923
shares
|
$108 Million
12.72% of portfolio
|
Q2 2025
Reduced 5.66%
|
|