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 |
|---|---|---|---|---|---|
|
Trust CO Of Kansas
Wichita, KS |
Jan 15, 2025 Q4 2024 |
420
shares
|
$252,764
0.12% of portfolio
|
Q3 2024
Reduced 17.97%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
419
shares
|
$252,162
0.07% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
419
shares
|
$252,162
0.09% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
416
shares
|
$250,357
0.12% of portfolio
|
Q3 2024
Reduced 11.86%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Jan 14, 2025 Q4 2024 |
415
shares
|
$249,755
0.01% of portfolio
|
Q1 2024
Reduced 74.01%
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2024 Q3 2024 |
414
shares
|
$249,153
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
414
shares
|
$249,153
0.14% of portfolio
|
Q3 2024
Reduced 12.66%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jan 27, 2025 Q4 2024 |
414
shares
|
$249,153
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
410
shares
|
$246,746
0.16% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
410
shares
|
$246,746
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Southern Capital Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
409
shares
|
$246,144
0.13% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
408
shares
|
$245,542
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Financial Group, LTD
|
Nov 15, 2024 Q3 2024 |
406
shares
|
$244,338
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 09, 2024 Q3 2024 |
406
shares
|
$244,338
0.25% of portfolio
|
Q3 2024
Reduced 19.28%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jan 23, 2025 Q4 2024 |
406
shares
|
$244,338
0.18% of portfolio
|
Q4 2024
Reduced 16.97%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Oct 28, 2024 Q3 2024 |
405
shares
|
$243,737
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
404
shares
|
$243,135
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Nov 14, 2024 Q3 2024 |
404
shares
|
$243,135
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Avalon Advisory Group
Wexford, PA |
Jan 15, 2025 Q4 2024 |
403
shares
|
$242,533
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
First Bank & Trust
|
Oct 24, 2024 Q3 2024 |
402
shares
|
$241,931
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Murphy Pohlad Asset Management LLC
|
Jan 23, 2025 Q4 2024 |
402
shares
|
$241,931
0.1% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Jan 30, 2025 Q4 2024 |
401
shares
|
$241,329
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
400
shares
|
$240,728
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Thomas Story & Son LLC
Culver, IN |
Jan 28, 2025 Q4 2024 |
400
shares
|
$240,728
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Grand Jean Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
400
shares
|
$240,728
0.05% of portfolio
|
Q1 2024
New holding
|