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 |
|---|---|---|---|---|---|
|
Windward Capital Management CO
|
Jan 27, 2025 Q4 2024 |
2,330
shares
|
$1.4 Million
0.11% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
2,329
shares
|
$1.4 Million
0.2% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
2,316
shares
|
$1.39 Million
1.27% of portfolio
|
Q4 2024
Added 16.44%
|
|
|
Penbrook Management LLC
|
Jan 23, 2025 Q4 2024 |
2,315
shares
|
$1.39 Million
0.99% of portfolio
|
Q2 2024
Reduced 4.14%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
2,314
shares
|
$1.39 Million
0.32% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
2,310
shares
|
$1.39 Million
0.04% of portfolio
|
Q2 2021
Reduced 38.66%
|
|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
2,306
shares
|
$1.38 Million
0.53% of portfolio
|
Q4 2024
Added 12.27%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
2,304
shares
|
$1.38 Million
0.49% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Esl Trust Services, LLC
|
Feb 14, 2025 Q4 2024 |
2,302
shares
|
$1.38 Million
0.3% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
2,293
shares
|
$1.38 Million
0.12% of portfolio
|
Q4 2023
Reduced 59.47%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
2,292
shares
|
$1.38 Million
1.09% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
2,283
shares
|
$1.37 Million
0.09% of portfolio
|
Q2 2024
Reduced 29.82%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Jan 22, 2025 Q4 2024 |
2,280
shares
|
$1.37 Million
0.73% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
2,279
shares
|
$1.37 Million
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
2,278
shares
|
$1.37 Million
0.3% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
2,276
shares
|
$1.37 Million
0.09% of portfolio
|
Q2 2023
Added 5.42%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
2,276
shares
|
$1.37 Million
0.09% of portfolio
|
Q2 2023
Added 5.42%
|
|
|
Westwood Wealth Management
|
Feb 13, 2025 Q4 2024 |
2,276
shares
|
$1.37 Million
0.48% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Feb 11, 2025 Q4 2024 |
2,276
shares
|
$1.37 Million
1.07% of portfolio
|
Q4 2024
New holding
|
|
|
Santori & Peters, Inc.
|
Jan 28, 2025 Q4 2024 |
2,272
shares
|
$1.36 Million
0.51% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Feb 03, 2025 Q4 2024 |
2,271
shares
|
$1.36 Million
0.33% of portfolio
|
Q4 2024
Added 12.04%
|
|
|
Parthenon LLC
|
Jan 31, 2025 Q4 2024 |
2,266
shares
|
$1.36 Million
0.16% of portfolio
|
Q1 2024
Reduced 4.47%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
2,262
shares
|
$1.36 Million
3.38% of portfolio
|
Q3 2023
Added 4.29%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Jan 30, 2025 Q4 2024 |
2,262
shares
|
$1.36 Million
0.9% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
2,260
shares
|
$1.36 Million
0.93% of portfolio
|
Q4 2024
Reduced 41.66%
|