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 |
|---|---|---|---|---|---|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
4,214
shares
|
$2.53 Million
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
4,211
shares
|
$2.53 Million
2.15% of portfolio
|
Q4 2024
Reduced 41.24%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
4,210
shares
|
$2.53 Million
0.23% of portfolio
|
Q4 2024
Reduced 21.82%
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
4,200
shares
|
$2.52 Million
0.48% of portfolio
|
Q4 2024
Reduced 4.11%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
4,182
shares
|
$2.51 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
4,176
shares
|
$2.51 Million
0.47% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
4,174
shares
|
$2.5 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Permanens Capital L.P.
New York, NY |
Feb 14, 2025 Q4 2024 |
4,172
shares
|
$2.5 Million
0.47% of portfolio
|
Q4 2024
Added 17.59%
|
|
|
Paragon Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
4,168
shares
|
$2.5 Million
0.96% of portfolio
|
Q4 2024
Reduced 87.73%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
4,164
shares
|
$2.5 Million
0.96% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
4,156
shares
|
$2.49 Million
0.87% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Forager Funds Management Pty LTD
|
Nov 08, 2022 Q3 2022 |
4,144
shares
|
$2.49 Million
2.2% of portfolio
|
Q3 2022
New holding
|
|
|
Metis Global Partners, LLC
|
Feb 05, 2025 Q4 2024 |
4,142
shares
|
$2.48 Million
0.07% of portfolio
|
Q4 2024
Reduced 92.96%
|
|
|
Intelligence Driven Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
4,140
shares
|
$2.48 Million
0.46% of portfolio
|
Q4 2024
Reduced 17.37%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
4,135
shares
|
$2.48 Million
0.59% of portfolio
|
Q4 2024
Added 15.47%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
4,135
shares
|
$2.48 Million
0.31% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Feb 03, 2025 Q4 2024 |
4,132
shares
|
$2.48 Million
0.34% of portfolio
|
Q4 2024
Added 10.57%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
4,129
shares
|
$2.48 Million
0.56% of portfolio
|
Q4 2024
Added 6.61%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
4,115
shares
|
$2.47 Million
0.7% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
4,110
shares
|
$2.47 Million
1.23% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Dec 09, 2024 Q3 2024 |
4,104
shares
|
$2.46 Million
1.6% of portfolio
|
Q3 2024
Added 12.28%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
4,101
shares
|
$2.46 Million
1.16% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
4,099
shares
|
$2.46 Million
0.65% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Weiss Asset Management LP
Boston, MA |
Feb 14, 2025 Q4 2024 |
4,090
shares
|
$2.45 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
4,090
shares
|
$2.45 Million
0.29% of portfolio
|
Q4 2024
Reduced 7.88%
|