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 |
|---|---|---|---|---|---|
|
Fountainhead Am, LLC
Warren, NJ |
Feb 11, 2025 Q4 2024 |
3,496
shares
|
$2.1 Million
0.4% of portfolio
|
Q4 2024
Added 38.4%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jan 16, 2025 Q4 2024 |
3,493
shares
|
$2.1 Million
0.71% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Oberweis Asset Management Inc
Lisle, IL |
Feb 14, 2025 Q4 2024 |
3,488
shares
|
$2.09 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
3,487
shares
|
$2.09 Million
0.17% of portfolio
|
Q4 2024
Added 19.5%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
3,486
shares
|
$2.09 Million
0.12% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Feb 04, 2025 Q4 2024 |
3,485
shares
|
$2.09 Million
5.49% of portfolio
|
Q4 2024
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,482
shares
|
$2.09 Million
0.54% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
3,482
shares
|
$2.09 Million
1.06% of portfolio
|
Q1 2024
Added 0.03%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
3,481
shares
|
$2.09 Million
0.32% of portfolio
|
Q4 2022
Reduced 1.39%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
3,481
shares
|
$2.09 Million
0.29% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Feb 06, 2025 Q4 2024 |
3,470
shares
|
$2.08 Million
2.05% of portfolio
|
Q4 2024
New holding
|
|
|
Patient Capital Management, LLC
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
3,463
shares
|
$2.08 Million
0.1% of portfolio
|
Q4 2024
Added 133.04%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jan 17, 2025 Q4 2024 |
3,457
shares
|
$2.07 Million
1.69% of portfolio
|
Q4 2024
New holding
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
3,455
shares
|
$2.07 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 13, 2025 Q4 2024 |
3,454
shares
|
$2.07 Million
0.94% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
3,450
shares
|
$2.07 Million
1.56% of portfolio
|
Q4 2024
New holding
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Jan 29, 2025 Q4 2024 |
3,446
shares
|
$2.07 Million
1.54% of portfolio
|
Q3 2024
Reduced 7.89%
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
3,443
shares
|
$2.07 Million
1.21% of portfolio
|
Q4 2024
Added 12.48%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 30, 2025 Q4 2024 |
3,432
shares
|
$2.06 Million
1.97% of portfolio
|
Q4 2024
New holding
|
|
|
United Maritime Capital LLC
New York, NY |
Nov 10, 2022 Q3 2022 |
3,431
shares
|
$2.06 Million
7.59% of portfolio
|
Q3 2022
Reduced 14.25%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Feb 14, 2025 Q4 2024 |
3,425
shares
|
$2.05 Million
0.48% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Feb 12, 2025 Q4 2024 |
3,424
shares
|
$2.05 Million
1.87% of portfolio
|
Q4 2024
New holding
|
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
3,419
shares
|
$2.05 Million
0.45% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Asset Advisors Investment Management, LLC
|
Feb 04, 2025 Q4 2024 |
3,418
shares
|
$2.05 Million
0.21% of portfolio
|
Q4 2024
Reduced 9.05%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
3,416
shares
|
$2.05 Million
1.26% of portfolio
|
Q4 2024
Added 41.39%
|