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 |
|---|---|---|---|---|---|
|
Am Investment Strategies LLC
|
Jan 21, 2025 Q4 2024 |
1,945
shares
|
$1.19 Million
0.13% of portfolio
|
Q3 2024
Added 22.79%
|
|
|
Carl P. Sherr & Co., LLC
|
Feb 03, 2025 Q4 2024 |
1,943
shares
|
$1.19 Million
0.6% of portfolio
|
Q2 2022
Added 61.38%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Feb 10, 2025 Q4 2024 |
1,941
shares
|
$1.18 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Feb 06, 2025 Q4 2024 |
1,926
shares
|
$1.18 Million
0.62% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
1,926
shares
|
$1.18 Million
0.46% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
1,923
shares
|
$1.17 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Forbes J M & CO LLP
|
Jan 28, 2025 Q4 2024 |
1,919
shares
|
$1.17 Million
0.11% of portfolio
|
Q4 2024
Added 127.91%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
Feb 14, 2025 Q4 2024 |
1,907
shares
|
$1.16 Million
0.96% of portfolio
|
Q4 2024
Reduced 18.05%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
1,905
shares
|
$1.16 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
1,905
shares
|
$1.16 Million
0.89% of portfolio
|
Q4 2024
Added 62.54%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
1,902
shares
|
$1.16 Million
0.93% of portfolio
|
Q1 2024
Reduced 3.79%
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Jan 02, 2025 Q4 2024 |
1,901
shares
|
$1.16 Million
0.51% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Scratch Capital LLC
Boise, ID |
Feb 06, 2025 Q4 2024 |
1,900
shares
|
$1.16 Million
1.36% of portfolio
|
Q4 2024
New holding
|
|
|
Fca Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
1,896
shares
|
$1.16 Million
0.36% of portfolio
|
Q2 2024
Reduced 2.97%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,892
shares
|
$1.15 Million
0.34% of portfolio
|
Q1 2024
Reduced 54.82%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
1,890
shares
|
$1.15 Million
0.58% of portfolio
|
Q2 2022
Added 15.1%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Feb 04, 2025 Q4 2024 |
1,890
shares
|
$1.15 Million
0.73% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Feb 11, 2025 Q4 2024 |
1,886
shares
|
$1.15 Million
0.3% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Crown Wealth Group, LLC
|
Feb 05, 2025 Q4 2024 |
1,882
shares
|
$1.15 Million
0.5% of portfolio
|
Q4 2024
Added 94.42%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Dec 06, 2024 Q3 2024 |
1,882
shares
|
$1.15 Million
0.72% of portfolio
|
Q2 2024
Added 0.53%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Feb 10, 2025 Q4 2024 |
1,881
shares
|
$1.15 Million
0.87% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
1,880
shares
|
$1.15 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
1,875
shares
|
$1.14 Million
0.72% of portfolio
|
Q4 2021
Reduced 1.32%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
1,875
shares
|
$1.14 Million
0.69% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 31, 2025 Q4 2024 |
1,874
shares
|
$1.14 Million
0.52% of portfolio
|
Q4 2024
Added 8.14%
|