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 |
|---|---|---|---|---|---|
|
Chico Wealth Ria
|
Jan 22, 2025 Q4 2024 |
1,094
shares
|
$660,075
0.56% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Feb 03, 2025 Q4 2024 |
1,089
shares
|
$657,059
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Sara Bay Financial
|
Jan 15, 2025 Q4 2024 |
1,088
shares
|
$656,455
0.24% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
1,088
shares
|
$656,455
0.56% of portfolio
|
Q4 2024
Reduced 5.72%
|
|
|
Hamilton Capital Partners, LLC
Atlanta, GA |
Feb 07, 2025 Q4 2024 |
1,088
shares
|
$656,455
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
1,085
shares
|
$654,645
0.3% of portfolio
|
Q1 2024
Reduced 8.05%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
1,085
shares
|
$654,645
0.19% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
1,085
shares
|
$654,645
0.12% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Feb 10, 2025 Q4 2024 |
1,085
shares
|
$654,645
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,083
shares
|
$653,438
0.17% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Aaf Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
1,083
shares
|
$653,438
0.32% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
Tenret CO LLC
|
Feb 04, 2025 Q4 2024 |
1,082
shares
|
$652,835
0.4% of portfolio
|
Q4 2024
Added 96.37%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jan 24, 2025 Q4 2024 |
1,077
shares
|
$649,818
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Interactive Financial Advisors
Chicago, IL |
Feb 06, 2025 Q4 2024 |
1,073
shares
|
$647,405
0.34% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
1,072
shares
|
$646,801
0.35% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jan 15, 2025 Q4 2024 |
1,070
shares
|
$645,595
0.32% of portfolio
|
Q4 2024
Added 206.59%
|
|
|
Nova R Wealth, Inc.
|
Jan 30, 2025 Q4 2024 |
1,065
shares
|
$642,578
0.33% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
1,064
shares
|
$641,975
0.1% of portfolio
|
Q2 2022
Reduced 16.22%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
1,061
shares
|
$640,164
0.29% of portfolio
|
Q4 2024
Reduced 54.23%
|
|
|
Krs Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,057
shares
|
$637,751
0.44% of portfolio
|
Q4 2021
New holding
|
|
|
Clark Estates Inc
New York, NY |
Feb 06, 2025 Q4 2024 |
1,054
shares
|
$635,941
0.16% of portfolio
|
Q1 2023
New holding
|
|
|
Elite Life Management LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
1,053
shares
|
$635,338
1.83% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
1,052
shares
|
$634,734
0.2% of portfolio
|
Q4 2024
Reduced 9.31%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Jan 24, 2025 Q4 2024 |
1,052
shares
|
$634,734
0.49% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jan 21, 2025 Q4 2024 |
1,051
shares
|
$634,131
0.17% of portfolio
|
Q1 2024
Reduced 26.55%
|