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 4,953 institutions that hold shares in the stock, with a total of 600 Million shares, which have been reported (via 13F filing form) to have a value of $366 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
1,606
shares
|
$979,178
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
1,605
shares
|
$978,568
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
1,604
shares
|
$977,958
0.78% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
1,603
shares
|
$977,349
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
1,598
shares
|
$974,300
0.15% of portfolio
|
Q4 2024
Added 161.11%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
1,598
shares
|
$974,300
0.51% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
1,590
shares
|
$969,423
0.24% of portfolio
|
Q2 2022
Added 0.06%
|
|
|
James Hambro & Partners
|
Jan 22, 2025 Q4 2024 |
1,588
shares
|
$968,203
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Alamar Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,587
shares
|
$967,593
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,587
shares
|
$967,593
0.33% of portfolio
|
Q1 2023
Reduced 49.79%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
1,583
shares
|
$965,155
0.22% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
1,583
shares
|
$965,155
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
1,581
shares
|
$963,935
0.15% of portfolio
|
Q4 2024
Added 90.48%
|
|
|
Martin Capital Advisors, LLP
|
Jan 28, 2025 Q4 2024 |
1,577
shares
|
$961,496
0.6% of portfolio
|
Q4 2024
Reduced 7.62%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Feb 18, 2025 Q4 2024 |
1,577
shares
|
$961,496
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
1,573
shares
|
$959,058
0.38% of portfolio
|
Q4 2024
Reduced 9.49%
|
|
|
Ethic Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
1,572
shares
|
$958,448
0.02% of portfolio
|
Q4 2024
Added 6.72%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
1,571
shares
|
$957,838
0.09% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Jan 23, 2025 Q4 2024 |
1,567
shares
|
$955,399
0.48% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Aaf Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
1,561
shares
|
$951,741
0.47% of portfolio
|
Q4 2024
Added 44.14%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Feb 13, 2025 Q4 2024 |
1,561
shares
|
$951,741
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
1,557
shares
|
$949,302
0.19% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
1,556
shares
|
$948,693
0.57% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jan 24, 2025 Q4 2024 |
1,554
shares
|
$947,473
0.49% of portfolio
|
Q4 2021
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
1,553
shares
|
$946,864
0.23% of portfolio
|
Q4 2024
Reduced 2.63%
|