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 |
|---|---|---|---|---|---|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
982
shares
|
$592,499
0.26% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Kwmg, LLC
|
Jan 13, 2025 Q4 2024 |
981
shares
|
$591,896
0.06% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Retirement Solution Inc.
|
Feb 07, 2025 Q4 2024 |
981
shares
|
$591,896
0.39% of portfolio
|
Q4 2024
Reduced 43.03%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
981
shares
|
$591,896
0.51% of portfolio
|
Q4 2024
Added 23.86%
|
|
|
Check Capital Management Inc
|
Jan 30, 2025 Q4 2024 |
978
shares
|
$590,086
0.02% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Jan 17, 2025 Q4 2024 |
978
shares
|
$590,086
0.17% of portfolio
|
Q4 2024
Added 48.41%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jan 17, 2025 Q4 2024 |
978
shares
|
$590,086
0.17% of portfolio
|
Q4 2024
Reduced 70.85%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
975
shares
|
$588,276
0.28% of portfolio
|
Q3 2024
Added 36.36%
|
|
|
Seven Bridge Financial Group, LLC
|
Feb 12, 2025 Q4 2024 |
969
shares
|
$584,655
0.11% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
967
shares
|
$583,449
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
964
shares
|
$581,639
0.1% of portfolio
|
Q1 2023
Reduced 14.08%
|
|
|
Gfg Capital, LLC
|
Jan 30, 2025 Q4 2024 |
964
shares
|
$581,639
0.15% of portfolio
|
Q4 2024
Added 29.57%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Feb 13, 2025 Q4 2024 |
963
shares
|
$581,035
0.25% of portfolio
|
Q4 2024
Reduced 17.2%
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
962
shares
|
$580,432
0.15% of portfolio
|
Q4 2024
Added 9.32%
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Jan 28, 2025 Q4 2024 |
957
shares
|
$577,415
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
957
shares
|
$577,415
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Lee Johnson Capital Management, LLC
|
Jan 16, 2025 Q4 2024 |
956
shares
|
$576,812
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Anchor Capital Advisors LLC
|
Feb 05, 2025 Q4 2024 |
954
shares
|
$575,605
0.02% of portfolio
|
Q4 2024
Added 46.09%
|
|
|
Morton Community Bank
East Peoria, IL |
Feb 07, 2025 Q4 2024 |
954
shares
|
$575,605
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
951
shares
|
$573,795
0.09% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Feb 12, 2025 Q4 2024 |
948
shares
|
$571,985
0.25% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
946
shares
|
$570,778
0.02% of portfolio
|
Q4 2024
Reduced 9.13%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
945
shares
|
$570,175
0.23% of portfolio
|
Q2 2023
Added 0.53%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
944
shares
|
$569,571
0.07% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Feb 10, 2025 Q4 2024 |
944
shares
|
$569,571
0.21% of portfolio
|
Q4 2024
Added 0.21%
|