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 |
|---|---|---|---|---|---|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
2,853
shares
|
$1.71 Million
0.99% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Triton Wealth Management, Pllc
|
Oct 04, 2024 Q3 2024 |
2,849
shares
|
$1.71 Million
0.93% of portfolio
|
Q3 2024
Added 7.96%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
2,846
shares
|
$1.71 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Black Diamond Wealth Management Inc.
|
Feb 10, 2025 Q4 2024 |
2,838
shares
|
$1.7 Million
1.15% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
La Fleur & Godfrey LLC
|
Feb 06, 2025 Q4 2024 |
2,829
shares
|
$1.7 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
2,826
shares
|
$1.7 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jan 17, 2025 Q4 2024 |
2,826
shares
|
$1.7 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
2,823
shares
|
$1.69 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Caxton Corp
Princeton, NJ |
Feb 14, 2025 Q4 2024 |
2,823
shares
|
$1.69 Million
10.48% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Feb 14, 2025 Q4 2024 |
2,821
shares
|
$1.69 Million
0.55% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Fortem Financial Group, LLC
|
Jan 06, 2025 Q4 2024 |
2,820
shares
|
$1.69 Million
0.65% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
2,820
shares
|
$1.69 Million
0.52% of portfolio
|
Q3 2024
Reduced 8.31%
|
|
|
Legacy Financial Advisors, Inc.
|
Feb 13, 2025 Q4 2024 |
2,819
shares
|
$1.69 Million
0.32% of portfolio
|
Q4 2024
Added 24.02%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
2,816
shares
|
$1.69 Million
1.14% of portfolio
|
Q4 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,814
shares
|
$1.69 Million
0.23% of portfolio
|
Q4 2024
Added 15.0%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
2,813
shares
|
$1.69 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Feb 04, 2025 Q4 2024 |
2,810
shares
|
$1.69 Million
0.04% of portfolio
|
Q4 2024
Added 6.44%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
2,806
shares
|
$1.68 Million
0.09% of portfolio
|
Q4 2024
Reduced 12.42%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
2,804
shares
|
$1.68 Million
0.59% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Jan 27, 2025 Q4 2024 |
2,803
shares
|
$1.68 Million
1.05% of portfolio
|
Q4 2024
Added 17.87%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
2,803
shares
|
$1.68 Million
1.39% of portfolio
|
Q4 2024
Added 27.29%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jan 29, 2025 Q4 2024 |
2,799
shares
|
$1.68 Million
1.05% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
Feb 07, 2025 Q4 2024 |
2,798
shares
|
$1.68 Million
1.23% of portfolio
|
Q4 2024
New holding
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
2,789
shares
|
$1.67 Million
0.54% of portfolio
|
Q4 2024
Reduced 8.04%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Feb 13, 2025 Q4 2024 |
2,787
shares
|
$1.67 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.32%
|