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 |
|---|---|---|---|---|---|
|
Westfuller Advisors, LLC
New York, NY |
Feb 20, 2025 Q4 2024 |
2,259
shares
|
$1.36 Million
0.84% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Jan 30, 2025 Q4 2024 |
2,254
shares
|
$1.35 Million
1.12% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,252
shares
|
$1.35 Million
0.22% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Define Financial, LLC
San Diego, CA |
Jan 14, 2025 Q4 2024 |
2,252
shares
|
$1.35 Million
1.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
2,250
shares
|
$1.35 Million
0.45% of portfolio
|
Q4 2024
Added 8.85%
|
|
|
Consilio Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,248
shares
|
$1.35 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
2,248
shares
|
$1.35 Million
0.46% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
2,246
shares
|
$1.35 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Darrow Company, Inc.
|
Jan 28, 2025 Q4 2024 |
2,241
shares
|
$1.34 Million
0.77% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
2,241
shares
|
$1.34 Million
0.13% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Feb 05, 2025 Q4 2024 |
2,241
shares
|
$1.34 Million
1.28% of portfolio
|
Q4 2024
New holding
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
2,229
shares
|
$1.34 Million
0.23% of portfolio
|
Q1 2024
Added 0.32%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
2,227
shares
|
$1.34 Million
0.21% of portfolio
|
Q4 2024
Reduced 18.34%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
2,225
shares
|
$1.33 Million
0.54% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
2,221
shares
|
$1.33 Million
0.24% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Pekin Hardy Strauss, Inc.
|
Feb 03, 2025 Q4 2024 |
2,220
shares
|
$1.33 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
2,218
shares
|
$1.33 Million
0.19% of portfolio
|
Q4 2024
Added 31.32%
|
|
|
Trevian Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
2,215
shares
|
$1.33 Million
0.96% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Trust CO Of Tennessee
Knoxville, TN |
Jan 22, 2025 Q4 2024 |
2,215
shares
|
$1.33 Million
0.43% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
2,213
shares
|
$1.33 Million
0.22% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
2,211
shares
|
$1.33 Million
1.51% of portfolio
|
Q3 2023
Added 2.46%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
2,211
shares
|
$1.33 Million
0.44% of portfolio
|
Q4 2024
Added 53.44%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
2,209
shares
|
$1.33 Million
0.31% of portfolio
|
Q2 2024
Reduced 5.84%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
2,208
shares
|
$1.32 Million
0.13% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
2,204
shares
|
$1.32 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.83%
|