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 4,974 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 $367 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Johnson & White Wealth Management, LLC
York, PA |
Jan 13, 2025 Q4 2024 |
1,873
shares
|
$1.15 Million
0.66% of portfolio
|
Q4 2024
Added 13.04%
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
1,870
shares
|
$1.15 Million
0.29% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
1,869
shares
|
$1.15 Million
0.12% of portfolio
|
Q4 2024
Added 9.04%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
1,868
shares
|
$1.14 Million
0.14% of portfolio
|
Q4 2024
Added 64.87%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
1,865
shares
|
$1.14 Million
0.23% of portfolio
|
Q4 2024
Added 42.48%
|
|
|
Hollow Brook Wealth Management LLC
|
Feb 12, 2025 Q4 2024 |
1,865
shares
|
$1.14 Million
0.34% of portfolio
|
Q4 2024
Reduced 7.44%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,865
shares
|
$1.14 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
1,863
shares
|
$1.14 Million
0.26% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
1,861
shares
|
$1.14 Million
0.55% of portfolio
|
Q4 2024
Reduced 8.91%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,860
shares
|
$1.14 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
1,853
shares
|
$1.14 Million
0.56% of portfolio
|
Q3 2024
Added 18.1%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
1,852
shares
|
$1.14 Million
0.2% of portfolio
|
Q2 2024
Added 16.77%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
1,850
shares
|
$1.13 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 13, 2025 Q4 2024 |
1,850
shares
|
$1.13 Million
0.59% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
1,849
shares
|
$1.13 Million
0.11% of portfolio
|
Q4 2024
Reduced 16.3%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
1,845
shares
|
$1.13 Million
0.56% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
1,844
shares
|
$1.13 Million
0.75% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Feb 12, 2025 Q4 2024 |
1,839
shares
|
$1.13 Million
0.63% of portfolio
|
Q2 2024
Added 76.15%
|
|
|
Poplar Forest Capital LLC
|
Feb 05, 2025 Q4 2024 |
1,836
shares
|
$1.13 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Valicenti Advisory Services Inc
|
Jan 23, 2025 Q4 2024 |
1,834
shares
|
$1.12 Million
0.27% of portfolio
|
Q4 2024
Reduced 5.9%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
1,833
shares
|
$1.12 Million
0.38% of portfolio
|
Q4 2024
Reduced 8.72%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
1,833
shares
|
$1.12 Million
0.45% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jan 17, 2025 Q4 2024 |
1,831
shares
|
$1.12 Million
0.45% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
1,826
shares
|
$1.12 Million
0.3% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
1,824
shares
|
$1.12 Million
0.28% of portfolio
|
Q4 2024
Added 54.71%
|