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 4,744 institutions that hold shares in the stock, with a total of 585 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 |
|---|---|---|---|---|---|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
779
shares
|
$467,999
0.2% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
777
shares
|
$466,798
0.29% of portfolio
|
Q3 2024
Added 24.72%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
776
shares
|
$466,197
0.24% of portfolio
|
Q2 2022
New holding
|
|
|
Coerente Capital Management
|
Jan 24, 2025 Q4 2024 |
775
shares
|
$465,596
0.09% of portfolio
|
Q3 2024
Reduced 15.3%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
772
shares
|
$463,794
0.22% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Ckw Financial Group
|
Jan 22, 2025 Q4 2024 |
771
shares
|
$463,193
0.06% of portfolio
|
Q4 2024
Added 21.61%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Jan 22, 2025 Q4 2024 |
771
shares
|
$463,193
0.34% of portfolio
|
Q4 2023
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
767
shares
|
$460,790
0.09% of portfolio
|
Q3 2024
Added 18.55%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
766
shares
|
$460,189
0.19% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Oct 16, 2024 Q3 2024 |
764
shares
|
$458,988
0.4% of portfolio
|
Q2 2024
Added 0.92%
|
|
|
5th Street Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
762
shares
|
$457,786
0.23% of portfolio
|
Q4 2024
Reduced 31.78%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jan 31, 2025 Q4 2024 |
759
shares
|
$455,984
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Swisspartners Advisors LTD
Zurich, V8 |
Jan 29, 2025 Q4 2024 |
757
shares
|
$454,782
0.46% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2024 Q3 2024 |
757
shares
|
$454,782
0.21% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
756
shares
|
$454,182
0.2% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
756
shares
|
$454,182
0.31% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 12, 2024 Q3 2024 |
755
shares
|
$453,581
0.34% of portfolio
|
Q3 2024
Added 44.36%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jan 17, 2025 Q4 2024 |
755
shares
|
$453,581
0.44% of portfolio
|
Q4 2024
Added 9.74%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Feb 04, 2025 Q4 2024 |
755
shares
|
$453,581
0.09% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Feb 04, 2025 Q4 2024 |
754
shares
|
$452,980
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
749
shares
|
$449,976
0.12% of portfolio
|
Q4 2024
Reduced 14.3%
|
|
|
Aimz Investment Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
748
shares
|
$449,375
0.15% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
747
shares
|
$448,775
0.06% of portfolio
|
Q3 2024
Added 94.53%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
746
shares
|
$448,174
0.36% of portfolio
|
Q2 2024
Reduced 2.05%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Jan 29, 2025 Q4 2024 |
743
shares
|
$446,372
0.24% of portfolio
|
Q2 2024
Reduced 50.03%
|