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 |
|---|---|---|---|---|---|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
2,398
shares
|
$1.44 Million
0.2% of portfolio
|
Q3 2023
Reduced 2.84%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Feb 06, 2025 Q4 2024 |
2,398
shares
|
$1.44 Million
0.23% of portfolio
|
Q2 2024
Added 14.3%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
2,395
shares
|
$1.44 Million
0.29% of portfolio
|
Q4 2024
Added 7.83%
|
|
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
Jan 29, 2025 Q4 2024 |
2,391
shares
|
$1.43 Million
1.41% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
2,390
shares
|
$1.43 Million
0.33% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
2,389
shares
|
$1.43 Million
0.66% of portfolio
|
Q4 2024
Reduced 21.18%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
2,388
shares
|
$1.43 Million
0.82% of portfolio
|
Q2 2024
Added 69.96%
|
|
|
Professional Advisory Services Inc
|
Jan 15, 2025 Q4 2024 |
2,387
shares
|
$1.43 Million
0.19% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Feb 14, 2025 Q4 2024 |
2,385
shares
|
$1.43 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
2,381
shares
|
$1.43 Million
0.29% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Feb 13, 2025 Q4 2024 |
2,380
shares
|
$1.43 Million
1.38% of portfolio
|
Q4 2024
Added 9.88%
|
|
|
Figure 8 Investment Strategies LLC
Boise, ID |
Jan 29, 2025 Q4 2024 |
2,375
shares
|
$1.42 Million
1.37% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Barn Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
2,373
shares
|
$1.42 Million
0.74% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
2,373
shares
|
$1.42 Million
0.15% of portfolio
|
Q3 2024
Added 148.22%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jan 16, 2025 Q4 2024 |
2,367
shares
|
$1.42 Million
1.27% of portfolio
|
Q4 2024
Reduced 31.01%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jan 31, 2025 Q4 2024 |
2,356
shares
|
$1.41 Million
1.12% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jan 21, 2025 Q4 2024 |
2,353
shares
|
$1.41 Million
0.14% of portfolio
|
Q4 2024
Added 129.79%
|
|
|
Parker Financial LLC
Silverdale, WA |
Jan 31, 2025 Q4 2024 |
2,353
shares
|
$1.41 Million
0.68% of portfolio
|
Q4 2024
Reduced 13.43%
|
|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
2,349
shares
|
$1.41 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Dempze Nancy E
|
Feb 12, 2025 Q4 2024 |
2,348
shares
|
$1.41 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
2,345
shares
|
$1.41 Million
0.63% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Canoe Financial LP
Calgary, A0 |
Jan 15, 2025 Q4 2024 |
2,345
shares
|
$1.41 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Bip Alliance, LLC
Atlanta, GA |
Feb 18, 2025 Q4 2024 |
2,334
shares
|
$1.4 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
2,333
shares
|
$1.4 Million
0.26% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Main Street Research LLC
Sausalito, CA |
Feb 07, 2025 Q4 2024 |
2,331
shares
|
$1.4 Million
0.09% of portfolio
|
Q4 2024
Added 9.69%
|