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 |
|---|---|---|---|---|---|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Feb 14, 2025 Q4 2024 |
2,706
shares
|
$1.62 Million
0.13% of portfolio
|
Q4 2024
Reduced 15.07%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
2,696
shares
|
$1.62 Million
0.68% of portfolio
|
Q2 2023
Reduced 0.11%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Feb 04, 2025 Q4 2024 |
2,694
shares
|
$1.62 Million
0.95% of portfolio
|
Q3 2024
Added 28.04%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
2,691
shares
|
$1.61 Million
0.13% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
2,686
shares
|
$1.61 Million
0.11% of portfolio
|
Q4 2024
Reduced 25.9%
|
|
|
Parkside Advisors LLC
|
Jan 13, 2025 Q4 2024 |
2,685
shares
|
$1.61 Million
0.37% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Financial Council Asset Management Inc
|
Feb 06, 2025 Q4 2024 |
2,682
shares
|
$1.61 Million
0.81% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
2,680
shares
|
$1.61 Million
0.65% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
2,679
shares
|
$1.61 Million
0.06% of portfolio
|
Q4 2024
Added 646.24%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
2,673
shares
|
$1.6 Million
1.02% of portfolio
|
Q3 2024
Added 38.79%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Feb 10, 2025 Q4 2024 |
2,670
shares
|
$1.6 Million
0.45% of portfolio
|
Q4 2024
Added 39.21%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Feb 06, 2025 Q4 2024 |
2,669
shares
|
$1.6 Million
1.3% of portfolio
|
Q4 2024
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jan 22, 2025 Q4 2024 |
2,668
shares
|
$1.6 Million
0.59% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
American Capital Management Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
2,666
shares
|
$1.6 Million
0.06% of portfolio
|
Q4 2023
Reduced 1.84%
|
|
|
Mc Cutchen Group LLC
|
Nov 02, 2022 Q3 2022 |
2,665
shares
|
$1.6 Million
0.21% of portfolio
|
Q1 2022
Reduced 0.07%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
2,663
shares
|
$1.6 Million
0.95% of portfolio
|
Q4 2024
Added 13.42%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Feb 13, 2025 Q4 2024 |
2,661
shares
|
$1.6 Million
1.05% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Feb 11, 2025 Q4 2024 |
2,660
shares
|
$1.6 Million
0.04% of portfolio
|
Q4 2024
Reduced 85.22%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
2,658
shares
|
$1.59 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Ss&H Financial Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
2,656
shares
|
$1.59 Million
0.57% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
2,653
shares
|
$1.59 Million
0.32% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
2,648
shares
|
$1.59 Million
0.13% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Feb 10, 2025 Q4 2024 |
2,647
shares
|
$1.59 Million
0.77% of portfolio
|
Q4 2024
Added 57.56%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
2,645
shares
|
$1.59 Million
0.21% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Feb 14, 2025 Q4 2024 |
2,638
shares
|
$1.58 Million
2.36% of portfolio
|
Q4 2024
New holding
|