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 |
|---|---|---|---|---|---|
|
Griffith & Werner, Inc.
Canton, GA |
Feb 20, 2025 Q4 2024 |
3,806
shares
|
$2.28 Million
1.47% of portfolio
|
Q4 2024
New holding
|
|
|
Barr E S & CO
Lexington, KY |
Feb 13, 2025 Q4 2024 |
3,803
shares
|
$2.28 Million
0.13% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
3,802
shares
|
$2.28 Million
0.66% of portfolio
|
Q3 2023
Added 12.72%
|
|
|
Hunter Perkins Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
3,800
shares
|
$2.28 Million
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
3,797
shares
|
$2.28 Million
0.93% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
General Industrial Partners LLP
London, X0 |
Feb 12, 2024 Q4 2023 |
3,795
shares
|
$2.28 Million
70.06% of portfolio
|
Q4 2023
New holding
|
|
|
Hemenway Trust CO LLC
|
Feb 12, 2025 Q4 2024 |
3,789
shares
|
$2.27 Million
0.19% of portfolio
|
Q4 2024
Added 186.83%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jan 29, 2025 Q4 2024 |
3,786
shares
|
$2.27 Million
1.95% of portfolio
|
Q4 2024
New holding
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
3,783
shares
|
$2.27 Million
0.21% of portfolio
|
Q1 2022
Reduced 0.45%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Feb 10, 2025 Q4 2024 |
3,778
shares
|
$2.27 Million
0.46% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jan 29, 2025 Q4 2024 |
3,775
shares
|
$2.26 Million
1.25% of portfolio
|
Q4 2022
New holding
|
|
|
Lokken Investment Group LLC
|
Feb 12, 2025 Q4 2024 |
3,766
shares
|
$2.26 Million
1.04% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
3,762
shares
|
$2.26 Million
0.55% of portfolio
|
Q4 2024
Added 10.23%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
3,755
shares
|
$2.25 Million
0.07% of portfolio
|
Q3 2023
Reduced 1.65%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
3,754
shares
|
$2.25 Million
1.13% of portfolio
|
Q1 2023
Added 4.05%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
3,753
shares
|
$2.25 Million
0.11% of portfolio
|
Q2 2024
Reduced 0.64%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
3,753
shares
|
$2.25 Million
0.74% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Feb 03, 2025 Q4 2024 |
3,747
shares
|
$2.25 Million
0.86% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
3,738
shares
|
$2.24 Million
0.78% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
3,731
shares
|
$2.24 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
3,727
shares
|
$2.24 Million
1.06% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Feb 06, 2025 Q4 2024 |
3,723
shares
|
$2.23 Million
1.1% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
3,707
shares
|
$2.22 Million
1.87% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Jan 22, 2025 Q4 2024 |
3,706
shares
|
$2.22 Million
1.38% of portfolio
|
Q4 2024
Added 6.43%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
3,705
shares
|
$2.22 Million
0.5% of portfolio
|
Q3 2024
Added 17.62%
|