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 |
|---|---|---|---|---|---|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 14, 2024 Q3 2024 |
566
shares
|
$340,630
0.13% of portfolio
|
Q3 2024
Reduced 28.81%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Nov 12, 2024 Q3 2024 |
565
shares
|
$340,028
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
564
shares
|
$339,426
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Verde Capital Management
|
Jan 17, 2025 Q4 2024 |
563
shares
|
$338,824
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
562
shares
|
$338,222
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Swm Advisors
|
Oct 12, 2022 Q3 2022 |
561
shares
|
$337,621
0.19% of portfolio
|
Q3 2022
Added 1.63%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Jan 13, 2025 Q4 2024 |
560
shares
|
$337,019
0.34% of portfolio
|
Q4 2024
Reduced 8.94%
|
|
|
Acas, LLC
|
Nov 05, 2024 Q3 2024 |
559
shares
|
$336,417
0.27% of portfolio
|
Q1 2024
Added 0.54%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
558
shares
|
$335,815
0.07% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
557
shares
|
$335,213
0.29% of portfolio
|
Q2 2024
Reduced 1.76%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 21, 2024 Q3 2024 |
556
shares
|
$334,611
0.16% of portfolio
|
Q2 2024
Reduced 0.89%
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
553
shares
|
$332,806
0.07% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
552
shares
|
$332,204
0.36% of portfolio
|
Q3 2022
New holding
|
|
|
Tenret CO LLC
|
Nov 14, 2024 Q3 2024 |
551
shares
|
$331,602
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
551
shares
|
$331,602
0.26% of portfolio
|
Q2 2024
Reduced 1.78%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
547
shares
|
$329,195
0.11% of portfolio
|
Q3 2024
Reduced 14.93%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
545
shares
|
$327,991
0.24% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jan 29, 2025 Q4 2024 |
545
shares
|
$327,991
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Vista Finance, LLC
|
Jan 30, 2025 Q4 2024 |
543
shares
|
$326,788
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
542
shares
|
$326,186
0.07% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jan 15, 2025 Q4 2024 |
542
shares
|
$326,186
0.24% of portfolio
|
Q4 2024
Reduced 6.87%
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
536
shares
|
$322,575
0.15% of portfolio
|
Q3 2024
Reduced 35.5%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
536
shares
|
$322,575
0.15% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
535
shares
|
$321,973
0.14% of portfolio
|
Q1 2022
Reduced 2.73%
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
Nov 15, 2024 Q3 2024 |
535
shares
|
$321,973
0.11% of portfolio
|
Q1 2024
Reduced 1.83%
|