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 |
|---|---|---|---|---|---|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
3,696
shares
|
$2.22 Million
1.03% of portfolio
|
Q4 2024
Added 47.84%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Feb 11, 2025 Q4 2024 |
3,694
shares
|
$2.22 Million
0.93% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Renaissance Investment Group LLC
|
Jan 16, 2025 Q4 2024 |
3,693
shares
|
$2.22 Million
0.48% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
3,691
shares
|
$2.21 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
3,687
shares
|
$2.21 Million
0.14% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
3,687
shares
|
$2.21 Million
0.52% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Mc Broom & Associates, LLC
|
Jan 29, 2025 Q4 2024 |
3,686
shares
|
$2.21 Million
1.27% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
3,682
shares
|
$2.21 Million
0.64% of portfolio
|
Q3 2024
Reduced 15.97%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
3,671
shares
|
$2.2 Million
0.19% of portfolio
|
Q4 2024
Added 9.88%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
3,669
shares
|
$2.2 Million
0.21% of portfolio
|
Q3 2022
Added 63.5%
|
|
|
Selective Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
3,669
shares
|
$2.2 Million
0.87% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Miller Howard Investments Inc
|
Jan 28, 2025 Q4 2024 |
3,654
shares
|
$2.19 Million
0.07% of portfolio
|
Q4 2024
Added 701.32%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Feb 03, 2025 Q4 2024 |
3,651
shares
|
$2.19 Million
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Feb 13, 2025 Q4 2024 |
3,638
shares
|
$2.18 Million
1.11% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Blue Chip Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
3,634
shares
|
$2.18 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
3,633
shares
|
$2.18 Million
1.42% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
3,631
shares
|
$2.18 Million
0.33% of portfolio
|
Q4 2024
Added 13.04%
|
|
|
Sage Advisors, LLC
Boulder, CO |
Jan 30, 2025 Q4 2024 |
3,629
shares
|
$2.18 Million
1.59% of portfolio
|
Q4 2024
Added 19.3%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
3,627
shares
|
$2.18 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
3,620
shares
|
$2.17 Million
1.3% of portfolio
|
Q4 2024
New holding
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
3,619
shares
|
$2.17 Million
0.53% of portfolio
|
Q4 2024
Reduced 5.44%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Feb 10, 2025 Q4 2024 |
3,616
shares
|
$2.17 Million
0.06% of portfolio
|
Q4 2024
Added 49.48%
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
Feb 14, 2025 Q4 2024 |
3,612
shares
|
$2.17 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
3,611
shares
|
$2.17 Million
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
3,608
shares
|
$2.16 Million
0.51% of portfolio
|
Q2 2024
Reduced 0.82%
|