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 |
|---|---|---|---|---|---|
|
Atom Investors LP
Austin, TX |
Feb 14, 2025 Q4 2024 |
3,010
shares
|
$1.81 Million
0.23% of portfolio
|
Q4 2024
Reduced 80.39%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
3,010
shares
|
$1.81 Million
0.6% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
3,008
shares
|
$1.8 Million
0.21% of portfolio
|
Q4 2024
Added 9.82%
|
|
|
Gruss & Co., LLC
|
Feb 06, 2025 Q4 2024 |
3,000
shares
|
$1.8 Million
7.51% of portfolio
|
Q4 2024
New holding
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
3,000
shares
|
$1.8 Million
0.72% of portfolio
|
Q1 2023
Added 2.04%
|
|
|
Greystone Financial Group, LLC
|
Feb 03, 2025 Q4 2024 |
2,996
shares
|
$1.8 Million
0.31% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Bank Of Marin
Novato, CA |
Feb 10, 2025 Q4 2024 |
2,995
shares
|
$1.8 Million
1.43% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Ayrshire Capital Management LLC
|
Jan 13, 2025 Q4 2024 |
2,992
shares
|
$1.8 Million
0.91% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Feb 10, 2025 Q4 2024 |
2,992
shares
|
$1.8 Million
1.21% of portfolio
|
Q4 2023
Added 0.07%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Jan 31, 2025 Q4 2024 |
2,989
shares
|
$1.79 Million
0.88% of portfolio
|
Q4 2024
Added 8.73%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
2,989
shares
|
$1.79 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jan 28, 2025 Q4 2024 |
2,986
shares
|
$1.79 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
2,984
shares
|
$1.79 Million
0.98% of portfolio
|
Q4 2024
Added 14.15%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2,981
shares
|
$1.79 Million
0.65% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Feb 04, 2025 Q4 2024 |
2,976
shares
|
$1.79 Million
0.58% of portfolio
|
Q4 2024
Reduced 17.54%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Feb 12, 2025 Q4 2024 |
2,962
shares
|
$1.78 Million
1.66% of portfolio
|
Q4 2024
New holding
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
2,960
shares
|
$1.78 Million
2.08% of portfolio
|
Q4 2022
New holding
|
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
2,957
shares
|
$1.77 Million
0.67% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
2,955
shares
|
$1.77 Million
1.2% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
2,953
shares
|
$1.77 Million
0.59% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
2,952
shares
|
$1.77 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
2,939
shares
|
$1.76 Million
0.86% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
2,938
shares
|
$1.76 Million
0.25% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,937
shares
|
$1.76 Million
0.13% of portfolio
|
Q2 2023
Reduced 8.87%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Feb 14, 2025 Q4 2024 |
2,932
shares
|
$1.76 Million
0.79% of portfolio
|
Q3 2023
Added 0.69%
|