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 |
|---|---|---|---|---|---|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
1,050
shares
|
$633,528
0.28% of portfolio
|
Q4 2023
Added 24.7%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2024 Q3 2024 |
1,050
shares
|
$633,528
0.38% of portfolio
|
Q3 2023
Reduced 4.55%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
1,048
shares
|
$632,321
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
1,046
shares
|
$631,114
0.07% of portfolio
|
Q2 2024
Added 1.55%
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
1,044
shares
|
$629,907
0.09% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Feb 11, 2025 Q4 2024 |
1,044
shares
|
$629,907
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
1,043
shares
|
$629,304
0.09% of portfolio
|
Q4 2024
Added 12.15%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,042
shares
|
$628,701
0.3% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
1,041
shares
|
$628,097
0.23% of portfolio
|
Q4 2024
Added 50.87%
|
|
|
J2 Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
1,040
shares
|
$627,494
0.59% of portfolio
|
Q4 2024
Added 33.68%
|
|
|
Keystone Financial Services
|
Jan 30, 2025 Q4 2024 |
1,040
shares
|
$627,494
0.24% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Better Money Decisions, LLC
|
Jan 24, 2025 Q4 2024 |
1,039
shares
|
$626,891
0.42% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Mendel Money Management
Northbrook, IL |
Feb 11, 2025 Q4 2024 |
1,039
shares
|
$626,891
0.29% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Compass Financial Group, Inc.
|
Feb 05, 2025 Q4 2024 |
1,038
shares
|
$626,287
0.31% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
1,038
shares
|
$626,287
0.17% of portfolio
|
Q3 2024
Added 11.25%
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
1,037
shares
|
$625,684
0.03% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
1,037
shares
|
$625,684
0.31% of portfolio
|
Q4 2023
Added 0.39%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
1,036
shares
|
$625,080
0.17% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Feb 13, 2025 Q4 2024 |
1,036
shares
|
$625,080
0.02% of portfolio
|
Q4 2024
Added 12.61%
|
|
|
Villere St Denis J & CO LLC
|
Jan 30, 2025 Q4 2024 |
1,035
shares
|
$624,477
0.06% of portfolio
|
Q4 2024
Reduced 8.97%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,035
shares
|
$624,477
0.3% of portfolio
|
Q2 2022
Reduced 91.86%
|
|
|
Unified Investment Management
Atlanta, GA |
Feb 06, 2025 Q4 2024 |
1,035
shares
|
$624,477
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
1,034
shares
|
$623,874
0.06% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Feb 13, 2025 Q4 2024 |
1,033
shares
|
$623,270
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
25 LLC
St. Louis, MO |
Jan 15, 2025 Q4 2024 |
1,032
shares
|
$622,667
0.26% of portfolio
|
Q4 2024
Reduced 22.52%
|