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 4,979 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 $365 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
2,055
shares
|
$1.25 Million
0.27% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jan 15, 2025 Q4 2024 |
2,054
shares
|
$1.25 Million
0.79% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
One Charles Private Wealth Services, LLC
|
Feb 11, 2025 Q4 2024 |
2,051
shares
|
$1.25 Million
0.43% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Jan 31, 2025 Q4 2024 |
2,050
shares
|
$1.25 Million
0.87% of portfolio
|
Q4 2022
New holding
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
2,049
shares
|
$1.25 Million
0.66% of portfolio
|
Q4 2024
Added 8.18%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
2,045
shares
|
$1.25 Million
0.66% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
2,039
shares
|
$1.24 Million
0.59% of portfolio
|
Q4 2024
Added 18.68%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,035
shares
|
$1.24 Million
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Feb 07, 2025 Q4 2024 |
2,033
shares
|
$1.24 Million
1.06% of portfolio
|
Q4 2024
New holding
|
|
|
Prelude Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,029
shares
|
$1.24 Million
0.08% of portfolio
|
Q4 2024
Reduced 60.82%
|
|
|
Hanlon Investment Management, Inc.
|
Feb 13, 2025 Q4 2024 |
2,028
shares
|
$1.24 Million
0.33% of portfolio
|
Q4 2024
Added 38.43%
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
2,028
shares
|
$1.24 Million
0.38% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Asset Planning Corporation
|
Jan 24, 2025 Q4 2024 |
2,025
shares
|
$1.24 Million
0.75% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Lincoln Capital Corp
|
Jan 17, 2025 Q4 2024 |
2,024
shares
|
$1.24 Million
0.51% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Chapman Investment Management, LLC
|
Jan 31, 2025 Q4 2024 |
2,021
shares
|
$1.23 Million
0.93% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
Front Street Capital Management, Inc.
|
Feb 13, 2025 Q4 2024 |
2,018
shares
|
$1.23 Million
0.21% of portfolio
|
Q4 2024
Reduced 27.7%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Feb 19, 2025 Q4 2024 |
2,016
shares
|
$1.23 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Feb 03, 2025 Q4 2024 |
2,012
shares
|
$1.23 Million
0.62% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
2,008
shares
|
$1.23 Million
0.22% of portfolio
|
Q1 2024
Reduced 2.57%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Jan 27, 2025 Q4 2024 |
2,000
shares
|
$1.22 Million
0.75% of portfolio
|
Q2 2022
Added 100.0%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Feb 10, 2025 Q4 2024 |
2,000
shares
|
$1.22 Million
0.87% of portfolio
|
Q2 2024
Added 25.79%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
2,000
shares
|
$1.22 Million
0.95% of portfolio
|
Q2 2024
Reduced 6.98%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,000
shares
|
$1.22 Million
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Feb 04, 2025 Q4 2024 |
1,998
shares
|
$1.22 Million
0.62% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Sterling Manor Financial, LLC
|
Jan 24, 2025 Q4 2024 |
1,994
shares
|
$1.22 Million
0.86% of portfolio
|
Q2 2024
Reduced 0.35%
|