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 |
|---|---|---|---|---|---|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
467
shares
|
$281,049
0.28% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Moulton Wealth Management, Inc
|
Jan 16, 2025 Q4 2024 |
466
shares
|
$280,448
0.21% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
461
shares
|
$277,439
0.14% of portfolio
|
Q3 2024
Added 10.82%
|
|
|
Bernzott Capital Advisors
|
Jan 14, 2025 Q4 2024 |
460
shares
|
$276,837
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
460
shares
|
$276,837
0.18% of portfolio
|
Q4 2024
Added 15.87%
|
|
|
Pecaut & Co.
|
Nov 06, 2024 Q3 2024 |
459
shares
|
$276,235
0.1% of portfolio
|
Q2 2024
Added 1.55%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
459
shares
|
$276,235
0.17% of portfolio
|
Q1 2024
Reduced 0.65%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
458
shares
|
$275,633
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Commons Capital, LLC
Needham, MA |
Jan 17, 2025 Q4 2024 |
457
shares
|
$275,031
0.24% of portfolio
|
Q4 2024
Added 14.82%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
456
shares
|
$274,429
0.07% of portfolio
|
Q3 2023
Added 3.17%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
454
shares
|
$273,226
0.07% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Westhampton Capital, LLC
|
Jan 23, 2025 Q4 2024 |
454
shares
|
$273,226
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Regency Capital Management Inc.\De
|
Jan 21, 2025 Q4 2024 |
454
shares
|
$273,226
0.16% of portfolio
|
Q3 2024
Added 14.36%
|
|
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
Oct 17, 2024 Q3 2024 |
454
shares
|
$273,226
0.21% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
454
shares
|
$273,226
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
453
shares
|
$272,624
0.05% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
452
shares
|
$272,022
0.02% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jan 24, 2025 Q4 2024 |
451
shares
|
$271,420
0.13% of portfolio
|
Q3 2024
Reduced 36.21%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
451
shares
|
$271,420
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Schulhoff & CO Inc
|
Nov 06, 2024 Q3 2024 |
450
shares
|
$270,819
0.12% of portfolio
|
Q2 2024
Reduced 5.26%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Nov 08, 2024 Q3 2024 |
450
shares
|
$270,819
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jan 22, 2025 Q4 2024 |
448
shares
|
$269,615
0.12% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 13, 2024 Q3 2024 |
447
shares
|
$269,013
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jan 29, 2025 Q4 2024 |
447
shares
|
$269,013
0.04% of portfolio
|
Q4 2024
Reduced 46.01%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
445
shares
|
$267,809
0.34% of portfolio
|
Q1 2024
Reduced 21.93%
|