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 5,354 institutions that hold shares in the stock, with a total of 560 Million shares, which have been reported (via 13F filing form) to have a value of $373 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
443,374
shares
|
$295 Million
1.88% of portfolio
|
Q2 2025
Added 9.07%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
441,443
shares
|
$294 Million
1.56% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
441,308
shares
|
$294 Million
2.03% of portfolio
|
Q3 2025
Added 9.22%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
437,600
shares
|
$291 Million
5.09% of portfolio
|
Q4 2022
New holding
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
434,393
shares
|
$289 Million
6.82% of portfolio
|
Q3 2025
Added 438.99%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
433,918
shares
|
$289 Million
1.12% of portfolio
|
Q3 2025
Reduced 10.41%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
433,504
shares
|
$289 Million
1.52% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
426,018
shares
|
$284 Million
22.03% of portfolio
|
Q3 2023
Added 0.17%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
425,308
shares
|
$283 Million
1.25% of portfolio
|
Q3 2025
Added 319.97%
|
|
|
Whittier Trust CO
|
Jan 26, 2026 Q4 2025 |
425,183
shares
|
$283 Million
3.16% of portfolio
|
Q4 2025
Added 1.52%
|
|
|
Alaska Permanent Capital Management
|
Oct 31, 2025 Q3 2025 |
424,424
shares
|
$283 Million
21.17% of portfolio
|
Q3 2025
Reduced 8.95%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
422,569
shares
|
$281 Million
1.3% of portfolio
|
Q3 2025
Added 27.47%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
418,982
shares
|
$279 Million
18.36% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Iii Capital Management
Boca Raton, FL |
Nov 14, 2025 Q3 2025 |
415,800
shares
|
$277 Million
73.34% of portfolio
|
Q3 2025
Added 26.31%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
413,151
shares
|
$275 Million
0.54% of portfolio
|
Q3 2025
Reduced 30.5%
|
|
|
Connable Office Inc
|
Nov 06, 2025 Q3 2025 |
402,051
shares
|
$268 Million
25.32% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Pentwater Capital Management LP
Naples, FL |
Nov 14, 2025 Q3 2025 |
400,000
shares
|
$266 Million
1.67% of portfolio
|
Q3 2025
Added 73.91%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
388,301
shares
|
$258 Million
6.16% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Dec 15, 2025 Q3 2025 |
387,000
shares
|
$258 Million
1.02% of portfolio
|
Q3 2025
Added 194.3%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Jan 27, 2026 Q4 2025 |
386,675
shares
|
$257 Million
1.64% of portfolio
|
Q4 2025
Added 4.79%
|
|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
Oct 24, 2025 Q3 2025 |
382,282
shares
|
$254 Million
7.77% of portfolio
|
Q3 2025
Reduced 9.33%
|
|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2026 Q4 2025 |
378,595
shares
|
$252 Million
57.43% of portfolio
|
Q4 2025
Reduced 0.69%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
378,456
shares
|
$252 Million
1.06% of portfolio
|
Q3 2025
Added 29.49%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
377,396
shares
|
$251 Million
5.26% of portfolio
|
Q1 2025
Reduced 27.59%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
373,774
shares
|
$249 Million
0.3% of portfolio
|
Q3 2025
Reduced 39.32%
|
|