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 4,981 institutions that hold shares in the stock, with a total of 598 Million shares, which have been reported (via 13F filing form) to have a value of $359 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
4,364
shares
|
$2.62 Million
1.04% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
4,358
shares
|
$2.61 Million
0.43% of portfolio
|
Q3 2022
Reduced 2.02%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
4,356
shares
|
$2.61 Million
1.01% of portfolio
|
Q4 2024
Added 84.65%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
4,349
shares
|
$2.61 Million
0.0% of portfolio
|
Q4 2024
Added 22.54%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
4,348
shares
|
$2.61 Million
0.07% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
4,334
shares
|
$2.6 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
4,334
shares
|
$2.6 Million
0.71% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jan 31, 2025 Q4 2024 |
4,318
shares
|
$2.59 Million
0.79% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
4,317
shares
|
$2.59 Million
2.49% of portfolio
|
Q4 2024
New holding
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
4,310
shares
|
$2.59 Million
0.83% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
4,298
shares
|
$2.58 Million
0.52% of portfolio
|
Q4 2024
Added 457.46%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
4,293
shares
|
$2.58 Million
2.24% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Feb 06, 2025 Q4 2024 |
4,289
shares
|
$2.57 Million
1.3% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
4,286
shares
|
$2.57 Million
0.35% of portfolio
|
Q3 2022
Reduced 1.24%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
4,283
shares
|
$2.57 Million
0.61% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
4,283
shares
|
$2.57 Million
0.63% of portfolio
|
Q4 2022
New holding
|
|
|
Sawgrass Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
4,276
shares
|
$2.57 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Feb 11, 2025 Q4 2024 |
4,276
shares
|
$2.57 Million
0.9% of portfolio
|
Q4 2024
Added 4.45%
|
|
|
Edge Rock Capital LLC
|
Feb 04, 2025 Q4 2024 |
4,275
shares
|
$2.56 Million
1.68% of portfolio
|
Q4 2024
Reduced 9.45%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
4,275
shares
|
$2.56 Million
0.55% of portfolio
|
Q4 2024
Added 12.15%
|
|
|
Regents Gate Capital LLP
London, X0 |
Jan 29, 2025 Q4 2024 |
4,275
shares
|
$2.56 Million
0.99% of portfolio
|
Q4 2024
New holding
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jan 23, 2025 Q4 2024 |
4,263
shares
|
$2.56 Million
0.91% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
4,238
shares
|
$2.54 Million
0.82% of portfolio
|
Q4 2024
Added 6.54%
|
|
|
Curran Financial Partners, LLC
|
Jan 22, 2025 Q4 2024 |
4,227
shares
|
$2.54 Million
0.77% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
4,215
shares
|
$2.53 Million
0.53% of portfolio
|
Q3 2022
Added 4.62%
|