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 |
|---|---|---|---|---|---|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 14, 2025 Q4 2024 |
1,753
shares
|
$1.07 Million
0.16% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
1,753
shares
|
$1.07 Million
0.65% of portfolio
|
Q4 2024
Added 98.08%
|
|
|
Lafayette Investments, Inc.
|
Feb 13, 2025 Q4 2024 |
1,749
shares
|
$1.07 Million
0.22% of portfolio
|
Q4 2024
Added 31.9%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jan 27, 2025 Q4 2024 |
1,748
shares
|
$1.07 Million
0.47% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
1,742
shares
|
$1.07 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
1,741
shares
|
$1.07 Million
0.07% of portfolio
|
Q1 2023
Reduced 4.45%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Feb 12, 2025 Q4 2024 |
1,736
shares
|
$1.06 Million
0.25% of portfolio
|
Q4 2024
Added 7.29%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 29, 2025 Q4 2024 |
1,736
shares
|
$1.06 Million
0.8% of portfolio
|
Q4 2024
Added 6.77%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 11, 2025 Q4 2024 |
1,733
shares
|
$1.06 Million
0.87% of portfolio
|
Q4 2024
Reduced 32.54%
|
|
|
Mas Advisors LLC
Miami, FL |
Jan 27, 2025 Q4 2024 |
1,730
shares
|
$1.06 Million
1.73% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Jan 31, 2025 Q4 2024 |
1,729
shares
|
$1.06 Million
0.37% of portfolio
|
Q3 2024
Reduced 24.73%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Jun 11, 2024 Q1 2024 |
1,729
shares
|
$1.06 Million
0.25% of portfolio
|
Q1 2024
Added 15.96%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
1,726
shares
|
$1.06 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Feb 05, 2025 Q4 2024 |
1,723
shares
|
$1.06 Million
0.36% of portfolio
|
Q2 2023
Added 1.41%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,722
shares
|
$1.06 Million
0.16% of portfolio
|
Q2 2023
Added 8.85%
|
|
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
Feb 14, 2025 Q4 2024 |
1,720
shares
|
$1.05 Million
0.02% of portfolio
|
Q2 2024
Reduced 30.92%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
1,720
shares
|
$1.05 Million
0.1% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Fortis Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
1,715
shares
|
$1.05 Million
0.19% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,714
shares
|
$1.05 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Feb 12, 2025 Q4 2024 |
1,711
shares
|
$1.05 Million
0.95% of portfolio
|
Q4 2024
New holding
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Feb 11, 2025 Q4 2024 |
1,706
shares
|
$1.05 Million
1.23% of portfolio
|
Q4 2024
New holding
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
1,705
shares
|
$1.05 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Powers Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
1,703
shares
|
$1.04 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
1,701
shares
|
$1.04 Million
0.18% of portfolio
|
Q4 2024
Added 149.78%
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
1,698
shares
|
$1.04 Million
0.17% of portfolio
|
Q4 2024
Added 1.37%
|