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 |
|---|---|---|---|---|---|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
3,140
shares
|
$1.88 Million
1.24% of portfolio
|
Q1 2023
Reduced 2.94%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
3,119
shares
|
$1.87 Million
0.47% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Peninsula Asset Management Inc
Bradenton, FL |
Feb 10, 2025 Q4 2024 |
3,115
shares
|
$1.87 Million
0.98% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Jan 28, 2025 Q4 2024 |
3,110
shares
|
$1.87 Million
1.23% of portfolio
|
Q4 2024
Reduced 9.41%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
3,098
shares
|
$1.86 Million
1.02% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
3,097
shares
|
$1.86 Million
0.73% of portfolio
|
Q2 2023
Reduced 0.13%
|
|
|
Westbourne Investment Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
3,094
shares
|
$1.86 Million
0.62% of portfolio
|
Q4 2024
Added 9.25%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
3,093
shares
|
$1.86 Million
0.41% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Powell Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
3,086
shares
|
$1.85 Million
0.86% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jan 30, 2025 Q4 2024 |
3,081
shares
|
$1.85 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
3,079
shares
|
$1.85 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
3,078
shares
|
$1.85 Million
0.16% of portfolio
|
Q4 2024
Reduced 23.17%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
3,074
shares
|
$1.84 Million
0.9% of portfolio
|
Q4 2024
Added 9.36%
|
|
|
True Wealth Financial Partners
|
Feb 13, 2025 Q4 2024 |
3,059
shares
|
$1.84 Million
1.13% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 16, 2025 Q4 2024 |
3,057
shares
|
$1.83 Million
0.2% of portfolio
|
Q4 2024
Added 14.67%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
3,044
shares
|
$1.83 Million
0.76% of portfolio
|
Q4 2024
Added 31.04%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
3,042
shares
|
$1.83 Million
1.22% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
3,041
shares
|
$1.82 Million
1.0% of portfolio
|
Q2 2024
Added 0.36%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
3,033
shares
|
$1.82 Million
0.3% of portfolio
|
Q4 2024
Added 10.25%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
3,032
shares
|
$1.82 Million
0.28% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Feb 07, 2025 Q4 2024 |
3,032
shares
|
$1.82 Million
0.98% of portfolio
|
Q4 2024
Added 95.11%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jan 08, 2025 Q4 2024 |
3,029
shares
|
$1.82 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
3,028
shares
|
$1.82 Million
0.31% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Feb 03, 2025 Q4 2024 |
3,025
shares
|
$1.81 Million
0.24% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
3,020
shares
|
$1.81 Million
0.02% of portfolio
|
Q2 2023
Reduced 4.22%
|