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 |
|---|---|---|---|---|---|
|
Osprey Private Wealth LLC
New York, NY |
Jan 27, 2025 Q4 2024 |
1,500
shares
|
$914,550
0.61% of portfolio
|
Q3 2024
New holding
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jan 17, 2025 Q4 2024 |
1,495
shares
|
$911,501
0.11% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Encompass Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
1,493
shares
|
$910,282
0.36% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Family Capital Trust CO
|
Jan 28, 2025 Q4 2024 |
1,492
shares
|
$909,672
0.3% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Abundance Wealth Counselors
|
Jan 24, 2025 Q4 2024 |
1,491
shares
|
$909,062
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
1,489
shares
|
$907,843
0.44% of portfolio
|
Q4 2024
Reduced 7.23%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
1,488
shares
|
$907,233
0.14% of portfolio
|
Q4 2024
Reduced 3.25%
|
|
|
Nichols & Pratt Advisers LLP
|
Feb 05, 2025 Q4 2024 |
1,486
shares
|
$906,014
0.06% of portfolio
|
Q2 2024
Added 4.13%
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
1,485
shares
|
$905,404
0.42% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
1,483
shares
|
$904,185
0.09% of portfolio
|
Q4 2024
Reduced 22.56%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
1,481
shares
|
$902,965
0.18% of portfolio
|
Q1 2023
Reduced 32.59%
|
|
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
Feb 14, 2025 Q4 2024 |
1,478
shares
|
$901,136
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Fenimore Asset Management Inc
|
Jan 21, 2025 Q4 2024 |
1,477
shares
|
$900,526
0.02% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Feb 14, 2025 Q4 2024 |
1,474
shares
|
$898,697
0.61% of portfolio
|
Q4 2023
Reduced 0.27%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
1,474
shares
|
$898,697
0.5% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
1,472
shares
|
$897,478
0.21% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
1,470
shares
|
$896,259
0.55% of portfolio
|
Q4 2022
Reduced 36.61%
|
|
|
Horizon Kinetics Asset Management LLC
|
Feb 10, 2025 Q4 2024 |
1,470
shares
|
$896,259
0.01% of portfolio
|
Q4 2024
Reduced 10.69%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
1,470
shares
|
$896,259
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Feb 13, 2025 Q4 2024 |
1,466
shares
|
$893,820
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Beech Hill Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
1,462
shares
|
$891,381
0.33% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Schaeffer Financial LLC
|
Feb 03, 2025 Q4 2024 |
1,462
shares
|
$891,381
0.85% of portfolio
|
Q4 2024
Added 37.15%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jan 27, 2025 Q4 2024 |
1,462
shares
|
$891,381
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Feb 07, 2025 Q4 2024 |
1,454
shares
|
$886,503
0.38% of portfolio
|
Q2 2024
Reduced 0.89%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
1,453
shares
|
$885,894
0.57% of portfolio
|
Q3 2024
Reduced 94.06%
|