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 |
|---|---|---|---|---|---|
|
Gray Private Wealth, LLC
Canton, MA |
Jan 28, 2025 Q4 2024 |
535
shares
|
$321,973
0.19% of portfolio
|
Q4 2024
Added 8.3%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Jan 28, 2025 Q4 2024 |
534
shares
|
$321,371
0.21% of portfolio
|
Q4 2024
Added 30.56%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
533
shares
|
$320,770
0.28% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Disciplined Equity Management, Inc.
|
Jan 21, 2025 Q4 2024 |
532
shares
|
$320,168
0.2% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
530
shares
|
$318,964
0.19% of portfolio
|
Q1 2024
Reduced 6.36%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Nov 12, 2024 Q3 2024 |
530
shares
|
$318,964
0.19% of portfolio
|
Q2 2023
Reduced 30.26%
|
|
|
Northstar Asset Management Inc
Boston, MA |
Jan 31, 2025 Q4 2024 |
529
shares
|
$318,362
0.09% of portfolio
|
Q4 2024
Reduced 53.14%
|
|
|
United Bank
|
Nov 01, 2024 Q3 2024 |
528
shares
|
$317,760
0.14% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
528
shares
|
$317,760
0.2% of portfolio
|
Q2 2024
Reduced 1.31%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
527
shares
|
$317,159
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jan 15, 2025 Q4 2024 |
526
shares
|
$316,557
0.18% of portfolio
|
Q4 2024
Reduced 14.47%
|
|
|
Oak Family Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
523
shares
|
$314,751
0.11% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
522
shares
|
$314,150
0.2% of portfolio
|
Q3 2024
Reduced 12.42%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
521
shares
|
$313,548
0.13% of portfolio
|
Q2 2024
Reduced 3.34%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
520
shares
|
$312,946
0.23% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
520
shares
|
$312,946
0.12% of portfolio
|
Q4 2024
Reduced 19.25%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Oct 30, 2024 Q3 2024 |
518
shares
|
$311,742
0.06% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Nov 12, 2024 Q3 2024 |
517
shares
|
$311,140
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Community Bank Of Raymore
|
Jan 16, 2025 Q4 2024 |
515
shares
|
$309,937
0.24% of portfolio
|
Q3 2024
Reduced 7.71%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
514
shares
|
$309,335
0.17% of portfolio
|
Q1 2024
Reduced 41.72%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
514
shares
|
$309,335
0.05% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
513
shares
|
$308,733
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Strategies Group, Inc.
|
Jan 24, 2025 Q4 2024 |
513
shares
|
$308,733
0.07% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
512
shares
|
$308,131
0.01% of portfolio
|
Q4 2024
Added 17.43%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
510
shares
|
$306,928
0.14% of portfolio
|
Q3 2024
Reduced 0.97%
|