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 |
|---|---|---|---|---|---|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
2,574
shares
|
$1.54 Million
0.21% of portfolio
|
Q4 2022
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
2,572
shares
|
$1.54 Million
0.51% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Wood Trust Financial Corp
|
Feb 06, 2025 Q4 2024 |
2,567
shares
|
$1.54 Million
0.21% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Excalibur Management Corp
|
Feb 11, 2025 Q4 2024 |
2,562
shares
|
$1.54 Million
0.6% of portfolio
|
Q4 2024
Added 14.58%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
2,562
shares
|
$1.54 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
2,558
shares
|
$1.53 Million
1.22% of portfolio
|
Q4 2024
Added 8.67%
|
|
|
Spectrum Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
2,555
shares
|
$1.53 Million
0.68% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
2,555
shares
|
$1.53 Million
0.22% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
2,549
shares
|
$1.53 Million
0.58% of portfolio
|
Q4 2024
Added 7.19%
|
|
|
Dorsey Wright & Associates
|
Feb 12, 2025 Q4 2024 |
2,546
shares
|
$1.53 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
2,545
shares
|
$1.53 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
2,540
shares
|
$1.52 Million
0.85% of portfolio
|
Q4 2024
Added 9.44%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
2,534
shares
|
$1.52 Million
0.32% of portfolio
|
Q4 2024
Added 22.12%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Feb 13, 2025 Q4 2024 |
2,534
shares
|
$1.52 Million
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
2,529
shares
|
$1.52 Million
0.15% of portfolio
|
Q4 2024
Reduced 7.94%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 17, 2025 Q4 2024 |
2,529
shares
|
$1.52 Million
0.56% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Feb 14, 2025 Q4 2024 |
2,523
shares
|
$1.51 Million
1.36% of portfolio
|
Q4 2024
New holding
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
2,521
shares
|
$1.51 Million
0.55% of portfolio
|
Q4 2024
Reduced 15.83%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
2,520
shares
|
$1.51 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
2,518
shares
|
$1.51 Million
0.51% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 17, 2025 Q4 2024 |
2,513
shares
|
$1.51 Million
0.36% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Bank Of Stockton
|
Feb 03, 2025 Q4 2024 |
2,512
shares
|
$1.51 Million
0.45% of portfolio
|
Q4 2024
Added 61.03%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
2,507
shares
|
$1.5 Million
1.3% of portfolio
|
Q4 2024
New holding
|
|
|
Blodgett Wealth Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
2,504
shares
|
$1.5 Million
1.15% of portfolio
|
Q1 2023
Reduced 3.84%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
2,504
shares
|
$1.5 Million
0.67% of portfolio
|
Q4 2024
Reduced 92.16%
|