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 |
|---|---|---|---|---|---|
|
Sentry LLC
Memphis, TN |
Jan 23, 2025 Q4 2024 |
3,594
shares
|
$2.16 Million
0.41% of portfolio
|
Q4 2023
New holding
|
|
|
J.P. Marvel Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
3,593
shares
|
$2.16 Million
0.36% of portfolio
|
N/A
|
|
|
Graybill Bartz & Assoc LTD
|
Oct 21, 2024 Q3 2024 |
3,590
shares
|
$2.15 Million
0.83% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
3,589
shares
|
$2.15 Million
0.92% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
3,582
shares
|
$2.15 Million
0.55% of portfolio
|
Q4 2024
Added 36.41%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
3,581
shares
|
$2.15 Million
0.76% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jan 16, 2025 Q4 2024 |
3,575
shares
|
$2.14 Million
0.13% of portfolio
|
Q2 2024
Reduced 3.43%
|
|
|
Arbor Investment Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
3,570
shares
|
$2.14 Million
0.29% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Stoneridge Investment Partners LLC
|
Jan 28, 2025 Q4 2024 |
3,569
shares
|
$2.14 Million
0.75% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
3,569
shares
|
$2.14 Million
1.42% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,565
shares
|
$2.14 Million
0.48% of portfolio
|
Q4 2024
Added 14.7%
|
|
|
Altus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
3,561
shares
|
$2.14 Million
0.94% of portfolio
|
Q4 2024
Added 12.44%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jan 31, 2025 Q4 2024 |
3,557
shares
|
$2.13 Million
0.68% of portfolio
|
Q4 2024
Reduced 7.03%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,555
shares
|
$2.13 Million
0.44% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
3,549
shares
|
$2.13 Million
0.48% of portfolio
|
Q4 2023
Added 47.08%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
3,543
shares
|
$2.13 Million
4.59% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Dearborn Partners LLC
|
Feb 07, 2025 Q4 2024 |
3,539
shares
|
$2.12 Million
0.09% of portfolio
|
Q4 2024
Added 49.45%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
3,535
shares
|
$2.12 Million
0.76% of portfolio
|
Q2 2022
Added 0.11%
|
|
|
Manchester Financial Inc
|
Jan 29, 2025 Q4 2024 |
3,529
shares
|
$2.12 Million
0.48% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
3,523
shares
|
$2.11 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
3,522
shares
|
$2.11 Million
0.47% of portfolio
|
Q4 2024
Added 43.46%
|
|
|
Meyer Handelman CO
|
Jan 14, 2025 Q4 2024 |
3,512
shares
|
$2.11 Million
0.07% of portfolio
|
Q4 2024
Added 9.41%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
3,510
shares
|
$2.11 Million
1.06% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
Feb 12, 2025 Q4 2024 |
3,507
shares
|
$2.1 Million
1.43% of portfolio
|
Q4 2024
New holding
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
3,505
shares
|
$2.1 Million
0.67% of portfolio
|
Q4 2024
Reduced 6.66%
|