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 |
|---|---|---|---|---|---|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
122,238
shares
|
$81.4 Million
11.58% of portfolio
|
Q1 2024
Reduced 3.17%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
122,094
shares
|
$81.3 Million
1.32% of portfolio
|
Q3 2025
Reduced 23.67%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
121,945
shares
|
$81.2 Million
2.94% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
120,514
shares
|
$80.2 Million
1.58% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
119,518
shares
|
$79.6 Million
6.15% of portfolio
|
Q3 2025
Added 18.84%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
119,406
shares
|
$79.5 Million
3.47% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
118,900
shares
|
$79.1 Million
0.7% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Capital Advisors, Ltd. LLC
|
Jan 21, 2026 Q4 2025 |
118,682
shares
|
$79 Million
9.13% of portfolio
|
Q4 2025
Reduced 0.94%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
117,901
shares
|
$78.5 Million
3.99% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 04, 2025 Q3 2025 |
117,302
shares
|
$78.1 Million
0.1% of portfolio
|
Q3 2025
Reduced 91.39%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
117,257
shares
|
$78.1 Million
27.59% of portfolio
|
Q3 2025
Added 7.7%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
116,992
shares
|
$77.9 Million
0.96% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
116,586
shares
|
$77.6 Million
1.47% of portfolio
|
Q3 2025
Reduced 26.23%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
115,902
shares
|
$77.2 Million
1.25% of portfolio
|
Q4 2025
Added 730.12%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
115,895
shares
|
$77.1 Million
1.18% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
115,539
shares
|
$76.9 Million
0.73% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Lepercq Multi Asset Fund
Hamilton, D0 |
Feb 07, 2025 Q4 2024 |
115,245
shares
|
$76.7 Million
48.43% of portfolio
|
Q4 2024
New holding
|
|
|
Lepercq De Neuflize Asset Management LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
115,245
shares
|
$76.7 Million
44.3% of portfolio
|
Q4 2024
New holding
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
Nov 12, 2025 Q3 2025 |
115,198
shares
|
$76.7 Million
21.54% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Allianz Se
Munich, 2M |
Nov 12, 2025 Q3 2025 |
115,137
shares
|
$76.6 Million
1.72% of portfolio
|
Q3 2025
Added 17.55%
|
|
|
Barings LLC
|
Nov 10, 2025 Q3 2025 |
114,785
shares
|
$76.4 Million
1.55% of portfolio
|
Q3 2025
Added 28.44%
|
|
|
Ntv Asset Management LLC
|
Jan 20, 2026 Q4 2025 |
114,425
shares
|
$76.2 Million
8.37% of portfolio
|
Q4 2025
Added 2.9%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2025 Q3 2025 |
114,082
shares
|
$75.9 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Msa Advisors, LLC
Santa Monica, CA |
Nov 14, 2025 Q3 2025 |
114,009
shares
|
$75.9 Million
18.98% of portfolio
|
Q3 2025
Reduced 5.13%
|
|
|
Senator Investment Group LP
New York, NY |
Nov 14, 2025 Q3 2025 |
114,000
shares
|
$75.9 Million
3.44% of portfolio
|
Q3 2025
Added 9.62%
|
|