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 4,663 institutions that hold shares in the stock, with a total of 579 Million shares, which have been reported (via 13F filing form) to have a value of $348 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
594
shares
|
$357,481
0.4% of portfolio
|
Q4 2023
New holding
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jan 06, 2025 Q4 2024 |
593
shares
|
$356,879
0.12% of portfolio
|
Q4 2024
Reduced 8.2%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
593
shares
|
$356,879
0.02% of portfolio
|
Q1 2024
Added 20.28%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 29, 2025 Q4 2024 |
591
shares
|
$355,675
0.21% of portfolio
|
Q4 2024
Reduced 13.72%
|
|
|
Cardinal Capital Management
|
Jan 31, 2025 Q4 2024 |
590
shares
|
$355,073
0.06% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
590
shares
|
$355,073
0.05% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Harfst & Associates, Inc.
|
Oct 18, 2024 Q3 2024 |
588
shares
|
$353,870
0.08% of portfolio
|
Q3 2024
Added 21.99%
|
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
587
shares
|
$353,268
1.3% of portfolio
|
Q3 2022
Reduced 95.87%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
587
shares
|
$353,268
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
585
shares
|
$352,064
0.11% of portfolio
|
Q3 2024
Added 29.42%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
584
shares
|
$351,462
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
584
shares
|
$351,462
0.62% of portfolio
|
Q4 2024
Added 10.4%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
581
shares
|
$349,657
0.06% of portfolio
|
Q3 2024
Added 7.79%
|
|
|
Axos Invest Inc.
Las Vegas, NV |
Jan 28, 2025 Q4 2024 |
581
shares
|
$349,657
0.25% of portfolio
|
Q4 2024
Reduced 10.89%
|
|
|
Brown Financial Advisory
|
Jan 23, 2025 Q4 2024 |
579
shares
|
$348,453
0.24% of portfolio
|
Q1 2024
Added 3.02%
|
|
|
Astoria Strategic Wealth, Inc.
|
Jan 17, 2025 Q4 2024 |
578
shares
|
$347,851
0.1% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
578
shares
|
$347,851
0.13% of portfolio
|
Q1 2023
Added 0.52%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
576
shares
|
$346,648
0.03% of portfolio
|
Q3 2023
Reduced 5.73%
|
|
|
Crumly & Associates Inc.
|
Nov 01, 2024 Q3 2024 |
574
shares
|
$345,444
0.1% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 13, 2024 Q3 2024 |
574
shares
|
$345,444
0.11% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
572
shares
|
$344,241
0.06% of portfolio
|
Q4 2024
Reduced 10.9%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Oct 28, 2024 Q3 2024 |
572
shares
|
$344,241
0.17% of portfolio
|
Q2 2024
Added 27.96%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Jan 23, 2025 Q4 2024 |
570
shares
|
$343,037
0.03% of portfolio
|
Q4 2024
Added 159.09%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
570
shares
|
$343,037
0.06% of portfolio
|
Q4 2024
Reduced 9.81%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
569
shares
|
$342,435
0.1% of portfolio
|
Q1 2023
Added 0.71%
|