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 4,983 institutions that hold shares in the stock, with a total of 598 Million shares, which have been reported (via 13F filing form) to have a value of $356 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Feb 12, 2025 Q4 2024 |
149,465
shares
|
$88.9 Million
0.07% of portfolio
|
Q4 2024
Reduced 22.13%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
148,732
shares
|
$88.4 Million
3.26% of portfolio
|
Q2 2024
Reduced 9.48%
|
|
|
Cercano Management LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
148,701
shares
|
$88.4 Million
2.3% of portfolio
|
Q4 2024
Reduced 11.24%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
148,609
shares
|
$88.4 Million
3.15% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Feb 14, 2025 Q4 2024 |
148,192
shares
|
$88.1 Million
9.29% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Jan 28, 2025 Q4 2024 |
148,035
shares
|
$88 Million
15.08% of portfolio
|
Q4 2024
New holding
|
|
|
Allen Investment Management LLC
|
Feb 10, 2025 Q4 2024 |
147,616
shares
|
$87.8 Million
1.0% of portfolio
|
Q4 2024
Added 9.35%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
146,865
shares
|
$87.3 Million
1.37% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
146,300
shares
|
$87 Million
4.59% of portfolio
|
Q4 2023
Reduced 0.57%
|
|
|
St. Louis Trust CO
|
Feb 07, 2025 Q4 2024 |
145,617
shares
|
$86.6 Million
12.21% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
144,264
shares
|
$85.8 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
143,826
shares
|
$85.5 Million
2.54% of portfolio
|
Q4 2024
Reduced 8.4%
|
|
|
Brandywine Trust CO
Hockessin, DE |
Feb 13, 2025 Q4 2024 |
143,778
shares
|
$85.5 Million
13.31% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
143,363
shares
|
$85.2 Million
16.07% of portfolio
|
Q4 2024
Added 40.06%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
143,141
shares
|
$85.1 Million
46.09% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Jabodon Pt CO
Reno, NV |
Feb 06, 2025 Q4 2024 |
141,546
shares
|
$84.2 Million
99.94% of portfolio
|
Q3 2022
Added 11.81%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
141,135
shares
|
$83.9 Million
6.66% of portfolio
|
Q4 2024
Added 16.68%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Feb 19, 2025 Q4 2024 |
140,956
shares
|
$83.8 Million
0.13% of portfolio
|
Q4 2024
Reduced 91.71%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
140,724
shares
|
$83.7 Million
1.72% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
139,012
shares
|
$82.6 Million
1.09% of portfolio
|
Q4 2024
Added 17.39%
|
|
|
Eagle Capital Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
138,973
shares
|
$82.6 Million
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
138,628
shares
|
$82.4 Million
10.01% of portfolio
|
Q1 2023
Added 2926.15%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2025 Q4 2024 |
138,043
shares
|
$82.1 Million
12.75% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
New England Asset Management Inc
Farmington, CT |
Feb 14, 2025 Q4 2024 |
137,360
shares
|
$81.7 Million
14.64% of portfolio
|
Q4 2024
Reduced 6.48%
|
|
|
Eos Management, L.P.
|
Feb 07, 2025 Q4 2024 |
136,445
shares
|
$81.1 Million
34.25% of portfolio
|
Q2 2024
Reduced 2.68%
|