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 |
|---|---|---|---|---|---|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jan 28, 2025 Q4 2024 |
3,932
shares
|
$2.36 Million
0.02% of portfolio
|
Q4 2024
Added 28.83%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Jan 21, 2025 Q4 2024 |
3,931
shares
|
$2.36 Million
0.81% of portfolio
|
Q4 2024
Reduced 97.82%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Feb 05, 2025 Q4 2024 |
3,922
shares
|
$2.35 Million
0.97% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
3,915
shares
|
$2.35 Million
2.37% of portfolio
|
Q4 2022
Reduced 1.09%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
3,914
shares
|
$2.35 Million
0.33% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
3,911
shares
|
$2.35 Million
0.47% of portfolio
|
Q1 2024
Reduced 27.47%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 14, 2025 Q4 2024 |
3,905
shares
|
$2.34 Million
1.72% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
3,896
shares
|
$2.34 Million
1.93% of portfolio
|
Q4 2024
New holding
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
3,890
shares
|
$2.33 Million
1.15% of portfolio
|
Q4 2024
Added 29.06%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
3,885
shares
|
$2.33 Million
0.41% of portfolio
|
Q4 2024
Added 8.55%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
3,885
shares
|
$2.33 Million
0.62% of portfolio
|
Q4 2024
Reduced 38.66%
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
3,883
shares
|
$2.33 Million
0.44% of portfolio
|
Q4 2024
Added 11.97%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
3,877
shares
|
$2.33 Million
0.35% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
3,871
shares
|
$2.32 Million
0.09% of portfolio
|
Q3 2023
Reduced 0.26%
|
|
|
Ccg Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
3,869
shares
|
$2.32 Million
1.29% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
3,865
shares
|
$2.32 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Bank Of Nova Scotia Trust CO
|
Feb 13, 2025 Q4 2024 |
3,859
shares
|
$2.32 Million
0.26% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
3,852
shares
|
$2.31 Million
0.71% of portfolio
|
Q4 2024
Added 6.91%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
3,846
shares
|
$2.31 Million
0.33% of portfolio
|
Q4 2024
Added 449.43%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jan 21, 2025 Q4 2024 |
3,826
shares
|
$2.3 Million
0.44% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
3,824
shares
|
$2.29 Million
0.89% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Bnc Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,822
shares
|
$2.29 Million
0.77% of portfolio
|
Q4 2024
Reduced 6.78%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Feb 13, 2025 Q4 2024 |
3,817
shares
|
$2.29 Million
0.45% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
3,811
shares
|
$2.29 Million
0.26% of portfolio
|
Q4 2024
Added 6.72%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Feb 10, 2025 Q4 2024 |
3,810
shares
|
$2.29 Million
1.64% of portfolio
|
Q4 2024
Reduced 43.15%
|