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 |
|---|---|---|---|---|---|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 25, 2024 Q3 2024 |
510
shares
|
$306,928
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
509
shares
|
$306,326
0.09% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 30, 2025 Q4 2024 |
509
shares
|
$306,326
0.0% of portfolio
|
Q4 2024
Reduced 70.18%
|
|
|
Stillwater Capital Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
507
shares
|
$305,122
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Dec 19, 2024 Q3 2024 |
507
shares
|
$305,122
0.07% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
506
shares
|
$304,520
0.2% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Aquire Wealth Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
505
shares
|
$303,919
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jan 22, 2025 Q4 2024 |
505
shares
|
$303,919
0.1% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Vantage Investment Partners, LLC
|
Jan 22, 2025 Q4 2024 |
504
shares
|
$303,317
0.03% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jan 23, 2025 Q4 2024 |
504
shares
|
$303,317
0.18% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jan 17, 2025 Q4 2024 |
504
shares
|
$303,317
0.24% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Nov 14, 2024 Q3 2024 |
503
shares
|
$302,715
0.18% of portfolio
|
Q3 2024
Reduced 31.75%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Jan 24, 2025 Q4 2024 |
503
shares
|
$302,715
0.06% of portfolio
|
Q4 2024
Reduced 5.63%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
502
shares
|
$302,113
0.1% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
502
shares
|
$302,113
0.0% of portfolio
|
Q1 2024
Reduced 29.69%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
500
shares
|
$300,910
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Almitas Capital LLC
Santa Monica, CA |
Nov 14, 2024 Q3 2024 |
500
shares
|
$300,910
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
500
shares
|
$300,910
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
500
shares
|
$300,910
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
498
shares
|
$299,706
0.04% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
498
shares
|
$299,706
0.1% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Cmc Financial Group
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
497
shares
|
$299,104
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
497
shares
|
$299,104
0.12% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
495
shares
|
$297,900
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
493
shares
|
$296,697
0.09% of portfolio
|
Q4 2024
Reduced 7.33%
|