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 |
|---|---|---|---|---|---|
|
Schusterman Interests, LLC
Tulsa, OK |
Nov 14, 2025 Q3 2025 |
132,517
shares
|
$88.2 Million
39.36% of portfolio
|
Q3 2025
Added 90.63%
|
|
|
Banque Pictet & Cie Sa
|
Jan 16, 2026 Q4 2025 |
132,053
shares
|
$87.9 Million
0.55% of portfolio
|
Q4 2025
Reduced 11.67%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
131,624
shares
|
$87.6 Million
1.19% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
131,595
shares
|
$87.6 Million
1.34% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
130,495
shares
|
$86.9 Million
2.47% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
130,482
shares
|
$86.9 Million
0.74% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
129,440
shares
|
$86.2 Million
12.06% of portfolio
|
Q3 2024
Reduced 17.1%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 07, 2025 Q3 2025 |
129,270
shares
|
$86.1 Million
0.3% of portfolio
|
Q3 2025
Added 8.2%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2025 Q3 2025 |
129,100
shares
|
$85.9 Million
0.43% of portfolio
|
Q3 2025
Reduced 21.57%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
129,044
shares
|
$85.9 Million
1.71% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 07, 2025 Q3 2025 |
129,010
shares
|
$85.9 Million
21.0% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
129,009
shares
|
$85.9 Million
0.78% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Moore Capital Management, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
128,901
shares
|
$85.8 Million
1.37% of portfolio
|
Q3 2025
Added 21.23%
|
|
|
Independence Bank Of Kentucky
|
Jan 20, 2026 Q4 2025 |
128,129
shares
|
$85.3 Million
10.97% of portfolio
|
Q4 2025
Added 1.38%
|
|
|
Aristotle Capital Management, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
125,811
shares
|
$83.7 Million
0.17% of portfolio
|
Q3 2025
Reduced 10.55%
|
|
|
Portland Global Advisors LLC
|
Nov 10, 2025 Q3 2025 |
125,662
shares
|
$83.6 Million
9.39% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Consolidated Investment Group LLC
|
Oct 28, 2025 Q3 2025 |
125,215
shares
|
$83.4 Million
10.3% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
125,140
shares
|
$83.3 Million
31.05% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 20, 2026 Q4 2025 |
125,038
shares
|
$83.2 Million
2.9% of portfolio
|
Q4 2025
Added 5.75%
|
|
|
Amia Capital LLP
|
Nov 08, 2023 Q3 2023 |
125,000
shares
|
$83.2 Million
42.55% of portfolio
|
Q3 2023
New holding
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
124,709
shares
|
$83 Million
1.73% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
124,541
shares
|
$82.9 Million
1.08% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Tcw Group Inc
|
Nov 14, 2025 Q3 2025 |
124,247
shares
|
$82.7 Million
0.75% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
123,687
shares
|
$82.3 Million
3.81% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
122,836
shares
|
$81.8 Million
5.75% of portfolio
|
Q3 2025
Added 51.93%
|
|