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 |
|---|---|---|---|---|---|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
2,634
shares
|
$1.58 Million
0.66% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Investors Asset Management Of Georgia Inc
|
Feb 03, 2025 Q4 2024 |
2,626
shares
|
$1.58 Million
0.76% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
2,625
shares
|
$1.57 Million
0.14% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
2,623
shares
|
$1.57 Million
0.58% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
2,622
shares
|
$1.57 Million
0.14% of portfolio
|
Q4 2024
Added 9.94%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
2,620
shares
|
$1.57 Million
0.35% of portfolio
|
Q4 2024
Added 17.75%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
2,616
shares
|
$1.57 Million
0.82% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Long Road Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
2,614
shares
|
$1.57 Million
0.62% of portfolio
|
Q2 2024
Added 26.65%
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
2,613
shares
|
$1.57 Million
0.47% of portfolio
|
Q4 2024
Added 355.23%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
2,611
shares
|
$1.57 Million
0.42% of portfolio
|
Q2 2023
Reduced 7.28%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
2,611
shares
|
$1.57 Million
0.77% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
2,611
shares
|
$1.57 Million
0.26% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Feb 13, 2025 Q4 2024 |
2,611
shares
|
$1.57 Million
0.2% of portfolio
|
Q4 2024
Reduced 12.85%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jan 06, 2025 Q4 2024 |
2,606
shares
|
$1.56 Million
0.51% of portfolio
|
Q4 2024
Added 9.87%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 03, 2025 Q4 2024 |
2,602
shares
|
$1.56 Million
1.0% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Skaana Management L.P.
Brooklyn, NY |
Feb 14, 2025 Q4 2024 |
2,600
shares
|
$1.56 Million
1.51% of portfolio
|
Q4 2024
New holding
|
|
|
Shelton Capital Management
Denver, CO |
Feb 13, 2025 Q4 2024 |
2,596
shares
|
$1.56 Million
0.04% of portfolio
|
Q4 2024
Added 15.07%
|
|
|
Wexford Capital LP
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
2,596
shares
|
$1.56 Million
0.27% of portfolio
|
Q2 2024
Reduced 32.22%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Feb 12, 2025 Q4 2024 |
2,592
shares
|
$1.56 Million
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
River Glades Family Offices LLC
Naples, FL |
Feb 13, 2025 Q4 2024 |
2,590
shares
|
$1.55 Million
1.08% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Resources Management Corp
West Hartford, CT |
Feb 14, 2025 Q4 2024 |
2,587
shares
|
$1.55 Million
0.21% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Natural Investments, LLC
|
Feb 07, 2025 Q4 2024 |
2,583
shares
|
$1.55 Million
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
2,578
shares
|
$1.55 Million
0.5% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
2,576
shares
|
$1.55 Million
0.76% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
2,574
shares
|
$1.54 Million
0.21% of portfolio
|
Q4 2022
Reduced 5.85%
|