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 |
|---|---|---|---|---|---|
|
Sentry Investment Management LLC
|
Feb 04, 2025 Q4 2024 |
2,926
shares
|
$1.76 Million
0.82% of portfolio
|
Q4 2024
Reduced 41.56%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 15, 2025 Q4 2024 |
2,926
shares
|
$1.76 Million
0.43% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Ami Asset Management Corp
|
Jan 16, 2025 Q4 2024 |
2,924
shares
|
$1.75 Million
0.09% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 16, 2025 Q4 2024 |
2,921
shares
|
$1.75 Million
1.38% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
2,916
shares
|
$1.75 Million
1.09% of portfolio
|
Q4 2024
Added 8.0%
|
|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
2,909
shares
|
$1.75 Million
0.79% of portfolio
|
Q4 2024
Reduced 6.1%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
2,908
shares
|
$1.74 Million
1.4% of portfolio
|
Q3 2023
Reduced 9.91%
|
|
|
Consilium Wealth Advisory, LLC
|
Feb 05, 2025 Q4 2024 |
2,905
shares
|
$1.74 Million
0.82% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Cap Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
2,905
shares
|
$1.74 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Beta Wealth Group, Inc.
|
Jan 31, 2025 Q4 2024 |
2,904
shares
|
$1.74 Million
0.83% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Birch Hill Investment Advisors LLC
|
Jan 28, 2025 Q4 2024 |
2,902
shares
|
$1.74 Million
0.08% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Private Capital Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
2,898
shares
|
$1.74 Million
0.21% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Claret Asset Management Corp
|
Feb 13, 2025 Q4 2024 |
2,893
shares
|
$1.74 Million
0.27% of portfolio
|
Q4 2024
Reduced 11.69%
|
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
2,887
shares
|
$1.73 Million
0.32% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Mandatum Life Insurance CO LTD
|
Jan 16, 2025 Q4 2024 |
2,885
shares
|
$1.73 Million
0.5% of portfolio
|
Q1 2020
Reduced 3.77%
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
2,883
shares
|
$1.73 Million
1.6% of portfolio
|
Q4 2024
New holding
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
2,882
shares
|
$1.73 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
2,880
shares
|
$1.73 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
2,873
shares
|
$1.72 Million
0.87% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Citizens & Northern Corp
|
Jan 31, 2025 Q4 2024 |
2,871
shares
|
$1.72 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
2,870
shares
|
$1.72 Million
0.51% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Congress Park Capital LLC
|
Jan 14, 2025 Q4 2024 |
2,865
shares
|
$1.72 Million
0.62% of portfolio
|
Q4 2024
Reduced 5.38%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Feb 14, 2025 Q4 2024 |
2,865
shares
|
$1.72 Million
0.57% of portfolio
|
Q4 2024
Added 87.87%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
2,860
shares
|
$1.72 Million
0.09% of portfolio
|
Q3 2022
Reduced 1.55%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Jan 29, 2025 Q4 2024 |
2,854
shares
|
$1.71 Million
1.52% of portfolio
|
Q4 2024
New holding
|