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 |
|---|---|---|---|---|---|
|
Brand Asset Management Group, Inc.
|
Jan 15, 2025 Q4 2024 |
3,410
shares
|
$2.05 Million
0.82% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jan 28, 2025 Q4 2024 |
3,408
shares
|
$2.04 Million
1.26% of portfolio
|
Q1 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
3,406
shares
|
$2.04 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
3,403
shares
|
$2.04 Million
0.87% of portfolio
|
Q2 2024
Reduced 4.33%
|
|
|
Delta Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
3,400
shares
|
$2.04 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Feb 14, 2025 Q4 2024 |
3,400
shares
|
$2.04 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
3,399
shares
|
$2.04 Million
0.44% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Miller Financial Services LLC
Marshall, MI |
Feb 07, 2025 Q4 2024 |
3,392
shares
|
$2.03 Million
1.68% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Investment Partners, LLC
|
Feb 06, 2025 Q4 2024 |
3,382
shares
|
$2.03 Million
0.11% of portfolio
|
Q4 2024
Added 677.47%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
3,380
shares
|
$2.03 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
3,373
shares
|
$2.02 Million
0.08% of portfolio
|
Q4 2024
Reduced 15.08%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
3,357
shares
|
$2.01 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Garner Asset Management Corp
|
Feb 13, 2025 Q4 2024 |
3,355
shares
|
$2.01 Million
0.89% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Emc Capital Management
Houston, TX |
Jan 23, 2025 Q4 2024 |
3,355
shares
|
$2.01 Million
1.1% of portfolio
|
Q4 2024
Reduced 54.42%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
3,350
shares
|
$2.01 Million
0.2% of portfolio
|
Q4 2024
Added 30.91%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
3,350
shares
|
$2.01 Million
0.24% of portfolio
|
Q4 2024
Reduced 5.21%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
3,346
shares
|
$2.01 Million
0.81% of portfolio
|
Q4 2022
Reduced 3.66%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Feb 13, 2025 Q4 2024 |
3,346
shares
|
$2.01 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
3,340
shares
|
$2 Million
0.74% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Dec 30, 2024 Q3 2024 |
3,327
shares
|
$2 Million
1.01% of portfolio
|
Q3 2024
New holding
|
|
|
Miramar Capital, LLC
|
Feb 07, 2025 Q4 2024 |
3,326
shares
|
$2 Million
0.48% of portfolio
|
Q4 2024
Added 55.35%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
3,324
shares
|
$1.99 Million
0.24% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
3,319
shares
|
$1.99 Million
1.29% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
3,318
shares
|
$1.99 Million
1.14% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
3,317
shares
|
$1.99 Million
0.5% of portfolio
|
Q4 2024
Reduced 2.33%
|