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 |
|---|---|---|---|---|---|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
2,783
shares
|
$1.67 Million
0.45% of portfolio
|
Q4 2024
Reduced 20.1%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jan 16, 2025 Q4 2024 |
2,782
shares
|
$1.67 Million
1.11% of portfolio
|
Q4 2024
Reduced 10.69%
|
|
|
Addenda Capital Inc.
|
Jan 16, 2025 Q4 2024 |
2,778
shares
|
$1.67 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
2,771
shares
|
$1.66 Million
0.47% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,767
shares
|
$1.66 Million
0.25% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Ncp Inc.
La Quinta, CA |
Feb 04, 2025 Q4 2024 |
2,765
shares
|
$1.66 Million
0.83% of portfolio
|
Q4 2024
Added 20.17%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
2,764
shares
|
$1.66 Million
0.5% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,762
shares
|
$1.66 Million
0.21% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Bourgeon Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
2,762
shares
|
$1.66 Million
0.31% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,760
shares
|
$1.66 Million
0.5% of portfolio
|
Q4 2024
Reduced 5.15%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
2,756
shares
|
$1.65 Million
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
2,750
shares
|
$1.65 Million
0.34% of portfolio
|
Q4 2024
Added 11.79%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
2,747
shares
|
$1.65 Million
0.43% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Goodman Financial Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
2,746
shares
|
$1.65 Million
0.36% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Feb 14, 2025 Q4 2024 |
2,745
shares
|
$1.65 Million
0.57% of portfolio
|
Q4 2024
Added 13.15%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
2,740
shares
|
$1.64 Million
0.38% of portfolio
|
Q4 2024
Added 10.62%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
2,739
shares
|
$1.64 Million
0.45% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Somerset Group LLC
Wayzata, MN |
Feb 11, 2025 Q4 2024 |
2,736
shares
|
$1.64 Million
1.49% of portfolio
|
Q4 2024
Added 62.28%
|
|
|
Palouse Capital Management, Inc.
|
Jan 30, 2025 Q4 2024 |
2,730
shares
|
$1.64 Million
1.15% of portfolio
|
Q4 2024
Added 11.84%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Feb 13, 2025 Q4 2024 |
2,728
shares
|
$1.64 Million
0.74% of portfolio
|
Q4 2024
Reduced 87.58%
|
|
|
Riverstone Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
2,727
shares
|
$1.64 Million
0.91% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,725
shares
|
$1.63 Million
0.14% of portfolio
|
Q3 2022
Added 30.76%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Feb 14, 2025 Q4 2024 |
2,723
shares
|
$1.63 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
17 Capital Partners, LLC
|
Jan 28, 2025 Q4 2024 |
2,714
shares
|
$1.63 Million
1.02% of portfolio
|
Q4 2024
Added 125.79%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
2,712
shares
|
$1.63 Million
0.47% of portfolio
|
Q4 2024
Added 3.51%
|