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 |
|---|---|---|---|---|---|
|
Primoris Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
2,500
shares
|
$1.5 Million
1.15% of portfolio
|
Q4 2023
Added 25.0%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
2,500
shares
|
$1.5 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
2,489
shares
|
$1.49 Million
0.76% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
2,485
shares
|
$1.49 Million
1.28% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
2,479
shares
|
$1.49 Million
0.96% of portfolio
|
Q1 2024
Added 15.53%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jan 24, 2025 Q4 2024 |
2,478
shares
|
$1.49 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
2,472
shares
|
$1.48 Million
0.41% of portfolio
|
Q3 2023
Added 4.13%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jan 16, 2025 Q4 2024 |
2,471
shares
|
$1.48 Million
0.28% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
True Link Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,465
shares
|
$1.48 Million
0.12% of portfolio
|
Q4 2024
Added 16.94%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Feb 11, 2025 Q4 2024 |
2,465
shares
|
$1.48 Million
0.68% of portfolio
|
Q4 2024
Added 11.04%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
2,461
shares
|
$1.48 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Upper Left Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
2,459
shares
|
$1.48 Million
1.29% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
2,459
shares
|
$1.48 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Orcam Financial Group
Encinitas, CA |
Feb 14, 2025 Q4 2024 |
2,459
shares
|
$1.48 Million
1.41% of portfolio
|
Q4 2024
Added 12.9%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
2,454
shares
|
$1.47 Million
0.25% of portfolio
|
Q4 2024
Reduced 27.42%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Jan 21, 2025 Q4 2024 |
2,452
shares
|
$1.47 Million
2.28% of portfolio
|
Q4 2024
Added 27.18%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
2,450
shares
|
$1.47 Million
0.93% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
2,440
shares
|
$1.46 Million
0.37% of portfolio
|
Q2 2024
Added 7.82%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jan 23, 2025 Q4 2024 |
2,439
shares
|
$1.46 Million
1.27% of portfolio
|
Q4 2024
New holding
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
2,429
shares
|
$1.46 Million
0.78% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
2,428
shares
|
$1.46 Million
0.27% of portfolio
|
Q4 2024
Added 6.68%
|
|
|
Baker Boyer National Bank
|
Jan 22, 2025 Q4 2024 |
2,427
shares
|
$1.46 Million
0.49% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
2,412
shares
|
$1.45 Million
0.05% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
2,405
shares
|
$1.44 Million
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Ping Capital Management, Inc.
New York, NY |
Jan 27, 2025 Q4 2024 |
2,400
shares
|
$1.44 Million
0.34% of portfolio
|
Q4 2024
New holding
|