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 |
|---|---|---|---|---|---|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
1,697
shares
|
$1.04 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Feb 05, 2025 Q4 2024 |
1,697
shares
|
$1.04 Million
0.5% of portfolio
|
Q4 2024
Reduced 7.01%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
1,693
shares
|
$1.04 Million
0.43% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jan 28, 2025 Q4 2024 |
1,689
shares
|
$1.04 Million
0.65% of portfolio
|
Q4 2024
Reduced 6.37%
|
|
|
Callahan Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
1,688
shares
|
$1.03 Million
0.1% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Jan 31, 2025 Q4 2024 |
1,686
shares
|
$1.03 Million
0.42% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
1,684
shares
|
$1.03 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Diversified Investment Strategies, LLC
|
Jan 23, 2025 Q4 2024 |
1,684
shares
|
$1.03 Million
0.66% of portfolio
|
Q1 2024
Added 4.01%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
1,682
shares
|
$1.03 Million
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Feb 12, 2025 Q4 2024 |
1,680
shares
|
$1.03 Million
0.21% of portfolio
|
Q2 2024
Added 1.76%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
1,677
shares
|
$1.03 Million
0.33% of portfolio
|
Q4 2024
Reduced 23.77%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
1,676
shares
|
$1.03 Million
0.91% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Arq Wealth Advisors, LLC
|
Feb 19, 2025 Q4 2024 |
1,675
shares
|
$1.03 Million
0.39% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Feb 11, 2025 Q4 2024 |
1,675
shares
|
$1.03 Million
0.16% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Feb 10, 2025 Q4 2024 |
1,674
shares
|
$1.03 Million
0.09% of portfolio
|
Q4 2024
Added 11.9%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
1,672
shares
|
$1.02 Million
0.51% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Feb 14, 2025 Q4 2024 |
1,672
shares
|
$1.02 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Feb 06, 2025 Q4 2024 |
1,666
shares
|
$1.02 Million
0.6% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
1,664
shares
|
$1.02 Million
0.8% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
1,661
shares
|
$1.02 Million
0.22% of portfolio
|
Q4 2024
Added 9.28%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Feb 13, 2025 Q4 2024 |
1,661
shares
|
$1.02 Million
1.06% of portfolio
|
Q4 2024
New holding
|
|
|
One Advisory Partners, LLC
|
Jan 21, 2025 Q4 2024 |
1,659
shares
|
$1.02 Million
0.44% of portfolio
|
Q1 2024
Reduced 3.1%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
1,659
shares
|
$1.02 Million
0.67% of portfolio
|
Q4 2024
Added 30.53%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
1,656
shares
|
$1.02 Million
0.07% of portfolio
|
Q4 2024
Added 27.78%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Feb 14, 2025 Q4 2024 |
1,656
shares
|
$1.02 Million
1.02% of portfolio
|
Q4 2024
New holding
|