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 4,829 institutions that hold shares in the stock, with a total of 583 Million shares, which have been reported (via 13F filing form) to have a value of $351 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
1,128
shares
|
$680,590
0.03% of portfolio
|
Q4 2024
Reduced 8.07%
|
|
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
Feb 12, 2025 Q4 2024 |
1,124
shares
|
$678,176
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Feb 11, 2025 Q4 2024 |
1,124
shares
|
$678,176
0.46% of portfolio
|
Q3 2023
Added 54.4%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,123
shares
|
$677,573
0.2% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Feb 03, 2025 Q4 2024 |
1,122
shares
|
$676,969
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jan 27, 2025 Q4 2024 |
1,119
shares
|
$675,159
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Feb 05, 2025 Q4 2024 |
1,117
shares
|
$673,953
0.18% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
1,114
shares
|
$672,143
0.28% of portfolio
|
Q3 2024
Added 25.45%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
1,114
shares
|
$672,143
0.8% of portfolio
|
Q4 2024
Reduced 56.99%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jan 07, 2025 Q4 2024 |
1,113
shares
|
$671,539
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Feb 03, 2025 Q4 2024 |
1,113
shares
|
$671,539
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
1,110
shares
|
$669,729
0.37% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Lincoln Capital LLC
|
Jan 16, 2025 Q4 2024 |
1,106
shares
|
$667,316
0.14% of portfolio
|
Q4 2024
Added 5.74%
|
|
|
Terra Nova Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
1,105
shares
|
$666,712
0.52% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Xcel Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
1,104
shares
|
$666,109
0.18% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
1,101
shares
|
$664,299
0.31% of portfolio
|
Q4 2024
Added 46.8%
|
|
|
True Signal LP
New York, NY |
Jan 26, 2023 Q4 2022 |
1,100
shares
|
$663,696
0.32% of portfolio
|
Q4 2022
New holding
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
1,098
shares
|
$662,489
0.29% of portfolio
|
Q1 2024
Added 4.08%
|
|
|
Mainstay Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
1,098
shares
|
$662,489
0.11% of portfolio
|
Q4 2024
Added 19.22%
|
|
|
Wilkins Investment Counsel Inc
|
Feb 11, 2025 Q4 2024 |
1,096
shares
|
$661,282
0.09% of portfolio
|
Q1 2024
Reduced 15.43%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
1,096
shares
|
$661,282
0.27% of portfolio
|
Q4 2024
Added 6.0%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Jan 14, 2025 Q4 2024 |
1,096
shares
|
$661,282
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
1,095
shares
|
$660,679
0.25% of portfolio
|
Q3 2024
Added 19.93%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
1,095
shares
|
$660,679
0.43% of portfolio
|
Q4 2024
Reduced 27.44%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
1,095
shares
|
$660,679
0.21% of portfolio
|
Q4 2024
Added 1.39%
|