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 |
|---|---|---|---|---|---|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
3,309
shares
|
$1.99 Million
2.75% of portfolio
|
Q3 2022
Added 0.64%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Feb 13, 2025 Q4 2024 |
3,309
shares
|
$1.99 Million
0.26% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jan 13, 2025 Q4 2024 |
3,308
shares
|
$1.98 Million
0.91% of portfolio
|
Q4 2024
Added 1453.05%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
3,306
shares
|
$1.98 Million
0.24% of portfolio
|
Q4 2024
Reduced 11.93%
|
|
|
Auour Investments LLC
Wenham, MA |
Feb 03, 2025 Q4 2024 |
3,306
shares
|
$1.98 Million
0.7% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Jan 27, 2025 Q4 2024 |
3,304
shares
|
$1.98 Million
0.92% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Halter Ferguson Financial Inc.
Carmel, IN |
Feb 10, 2025 Q4 2024 |
3,303
shares
|
$1.98 Million
0.79% of portfolio
|
Q2 2024
Added 1.07%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
3,297
shares
|
$1.98 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
3,296
shares
|
$1.98 Million
0.15% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
3,296
shares
|
$1.98 Million
0.79% of portfolio
|
Q2 2022
Added 13.66%
|
|
|
West Chester Capital Advisors, Inc
|
Feb 14, 2025 Q4 2024 |
3,295
shares
|
$1.98 Million
1.05% of portfolio
|
Q4 2024
Added 50.46%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
3,291
shares
|
$1.97 Million
0.21% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Seeds Investor LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
3,291
shares
|
$1.97 Million
0.55% of portfolio
|
Q4 2024
Added 32.12%
|
|
|
360 Financial, Inc.
|
Feb 13, 2025 Q4 2024 |
3,284
shares
|
$1.97 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Sabby Management, LLC
Upper Saddle River, NJ |
Feb 14, 2025 Q4 2024 |
3,280
shares
|
$1.97 Million
19.91% of portfolio
|
Q4 2024
New holding
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
3,272
shares
|
$1.96 Million
0.62% of portfolio
|
Q2 2022
Reduced 3.02%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
3,271
shares
|
$1.96 Million
0.35% of portfolio
|
Q4 2024
Reduced 91.76%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
3,269
shares
|
$1.96 Million
0.17% of portfolio
|
Q4 2024
Added 60.17%
|
|
|
Chickasaw Capital Management LLC
|
Jan 07, 2025 Q4 2024 |
3,265
shares
|
$1.96 Million
0.08% of portfolio
|
Q4 2024
Added 6.91%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
3,263
shares
|
$1.96 Million
0.22% of portfolio
|
Q4 2024
Reduced 7.12%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
3,258
shares
|
$1.95 Million
0.2% of portfolio
|
Q2 2023
Reduced 2.19%
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
3,251
shares
|
$1.95 Million
0.72% of portfolio
|
Q4 2024
Reduced 17.19%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
3,251
shares
|
$1.95 Million
1.34% of portfolio
|
Q4 2024
Reduced 6.34%
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
3,245
shares
|
$1.95 Million
0.23% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
3,243
shares
|
$1.95 Million
0.41% of portfolio
|
Q4 2024
Reduced 2.52%
|