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 4,603 institutions that hold shares in the stock, with a total of 577 Million shares, which have been reported (via 13F filing form) to have a value of $352 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
402
shares
|
$245,119
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
400
shares
|
$243,900
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Thomas Story & Son LLC
Culver, IN |
Nov 01, 2024 Q3 2024 |
400
shares
|
$243,900
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Grand Jean Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
400
shares
|
$243,900
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Moller Financial Services
|
Jan 07, 2025 Q4 2024 |
399
shares
|
$243,290
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jan 17, 2025 Q4 2024 |
399
shares
|
$243,290
0.12% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Melone Private Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
398
shares
|
$242,680
0.12% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
398
shares
|
$242,680
0.03% of portfolio
|
Q3 2024
Reduced 40.86%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
397
shares
|
$242,070
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Jan 23, 2025 Q4 2024 |
396
shares
|
$241,461
0.19% of portfolio
|
Q4 2024
Reduced 21.27%
|
|
|
Cadence Wealth Management LLC
Westborough, MA |
Nov 06, 2024 Q3 2024 |
395
shares
|
$240,851
0.18% of portfolio
|
Q3 2024
Added 7.05%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
393
shares
|
$239,631
0.06% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Bowman & CO S.C.
|
Jan 15, 2025 Q4 2024 |
392
shares
|
$239,022
0.12% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 07, 2024 Q3 2024 |
392
shares
|
$239,022
0.12% of portfolio
|
Q3 2024
Reduced 50.57%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Oct 23, 2024 Q3 2024 |
391
shares
|
$238,412
0.08% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Nov 01, 2024 Q3 2024 |
390
shares
|
$237,802
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2024 Q3 2024 |
390
shares
|
$237,802
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Weybosset Research & Management LLC
|
Jan 10, 2025 Q4 2024 |
388
shares
|
$236,583
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
388
shares
|
$236,583
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Asio Capital, LLC
|
Jan 21, 2025 Q4 2024 |
386
shares
|
$235,363
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
New World Advisors LLC
Hingham, MA |
Oct 24, 2024 Q3 2024 |
386
shares
|
$235,363
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
385
shares
|
$234,753
0.15% of portfolio
|
Q2 2024
Added 40.0%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
383
shares
|
$233,534
0.03% of portfolio
|
Q1 2024
Reduced 12.36%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jan 23, 2025 Q4 2024 |
383
shares
|
$233,534
0.11% of portfolio
|
Q4 2024
Added 6.39%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jan 16, 2025 Q4 2024 |
380
shares
|
$231,705
0.16% of portfolio
|
Q3 2024
Reduced 53.49%
|