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 |
|---|---|---|---|---|---|
|
Valley Forge Investment Consultants Inc Adv
|
Feb 12, 2025 Q4 2024 |
1,547
shares
|
$943,205
0.31% of portfolio
|
Q4 2024
Added 182.82%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Feb 06, 2025 Q4 2024 |
1,546
shares
|
$942,596
0.18% of portfolio
|
Q4 2024
Reduced 13.34%
|
|
|
Ted Buchan & CO
San Diego, CA |
Feb 12, 2025 Q4 2024 |
1,546
shares
|
$942,596
0.43% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
1,545
shares
|
$941,986
0.52% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Capital Advantage, Inc.
|
Feb 14, 2025 Q4 2024 |
1,541
shares
|
$939,547
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Argentarii, LLC
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
1,538
shares
|
$937,718
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Hilton Capital Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,536
shares
|
$936,499
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
1,534
shares
|
$935,279
0.04% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Jan 16, 2025 Q4 2024 |
1,533
shares
|
$934,670
0.24% of portfolio
|
Q4 2024
Added 18.56%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
1,528
shares
|
$931,621
0.24% of portfolio
|
Q4 2024
Added 49.95%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
1,526
shares
|
$930,402
0.28% of portfolio
|
Q4 2024
Reduced 4.03%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
1,522
shares
|
$927,963
0.02% of portfolio
|
Q4 2024
Added 51.44%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
1,522
shares
|
$927,963
0.15% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
1,522
shares
|
$927,963
0.13% of portfolio
|
Q4 2024
Reduced 41.95%
|
|
|
Jmac Enterprises LLC
|
Jan 29, 2025 Q4 2024 |
1,518
shares
|
$925,524
0.14% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,516
shares
|
$924,305
0.15% of portfolio
|
Q4 2024
Reduced 78.17%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,516
shares
|
$924,305
0.2% of portfolio
|
Q4 2024
Added 22.06%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
1,507
shares
|
$918,817
0.17% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
1,505
shares
|
$917,598
0.33% of portfolio
|
Q4 2024
Reduced 6.98%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Feb 06, 2025 Q4 2024 |
1,505
shares
|
$917,598
0.88% of portfolio
|
Q1 2024
New holding
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Jan 28, 2025 Q4 2024 |
1,504
shares
|
$916,988
0.74% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Feb 13, 2025 Q4 2024 |
1,503
shares
|
$916,379
0.5% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Cim, LLC
|
Jan 16, 2025 Q3 2024 |
1,502
shares
|
$915,769
0.12% of portfolio
|
Q2 2024
Reduced 0.92%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
1,502
shares
|
$915,769
0.36% of portfolio
|
Q4 2024
Reduced 6.07%
|
|
|
Camden National Bank
Camden, ME |
Feb 07, 2025 Q4 2024 |
1,500
shares
|
$914,550
0.14% of portfolio
|
Q4 2024
Reduced 1.32%
|