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 |
|---|---|---|---|---|---|
|
Geneva Partners, LLC
|
Jan 27, 2025 Q4 2024 |
3,242
shares
|
$1.95 Million
0.79% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Feb 05, 2025 Q4 2024 |
3,242
shares
|
$1.95 Million
0.48% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
3,228
shares
|
$1.94 Million
1.59% of portfolio
|
Q4 2024
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,224
shares
|
$1.93 Million
0.28% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Violich Capital Management, Inc.
|
Jan 29, 2025 Q4 2024 |
3,220
shares
|
$1.93 Million
0.25% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
3,217
shares
|
$1.93 Million
0.34% of portfolio
|
Q4 2024
Added 7.92%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
3,217
shares
|
$1.93 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Elevatus Welath Management
Victor, NY |
Feb 13, 2025 Q4 2024 |
3,216
shares
|
$1.93 Million
0.64% of portfolio
|
Q4 2024
Added 23.74%
|
|
|
Randolph CO Inc
Cincinnati, OH |
Feb 14, 2025 Q4 2024 |
3,210
shares
|
$1.93 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
3,208
shares
|
$1.92 Million
0.2% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Rinkey Investments
San Diego, CA |
Feb 14, 2025 Q4 2024 |
3,207
shares
|
$1.92 Million
0.61% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
3,202
shares
|
$1.92 Million
0.24% of portfolio
|
Q4 2024
Added 30.27%
|
|
|
Wambolt & Associates, LLC
|
Feb 11, 2025 Q4 2024 |
3,202
shares
|
$1.92 Million
0.61% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Edgar Lomax CO
Kingstowne, VA |
Feb 13, 2025 Q4 2024 |
3,202
shares
|
$1.92 Million
0.12% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Feb 11, 2025 Q4 2024 |
3,195
shares
|
$1.92 Million
0.4% of portfolio
|
Q4 2024
Added 19.62%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
3,187
shares
|
$1.91 Million
0.87% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
3,177
shares
|
$1.91 Million
0.36% of portfolio
|
Q4 2024
Added 14.16%
|
|
|
Shaker Investments LLC
|
Jan 29, 2025 Q4 2024 |
3,169
shares
|
$1.9 Million
0.8% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jan 29, 2025 Q4 2024 |
3,166
shares
|
$1.9 Million
0.37% of portfolio
|
Q4 2024
Reduced 22.86%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,163
shares
|
$1.9 Million
0.4% of portfolio
|
Q1 2024
Added 1.41%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
3,155
shares
|
$1.89 Million
0.46% of portfolio
|
Q4 2024
Added 31.79%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
3,149
shares
|
$1.89 Million
0.29% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Widmann Financial Services, Inc.
|
Feb 14, 2025 Q4 2024 |
3,147
shares
|
$1.89 Million
1.43% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Navellier & Associates Inc
Reno, NV |
Feb 03, 2025 Q4 2024 |
3,147
shares
|
$1.89 Million
0.23% of portfolio
|
Q4 2024
Added 8.63%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
3,145
shares
|
$1.89 Million
0.14% of portfolio
|
Q4 2024
Added 2.78%
|