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 |
|---|---|---|---|---|---|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
355
shares
|
$216,461
0.08% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Davidson Investment Advisors
|
Nov 13, 2024 Q3 2024 |
353
shares
|
$215,241
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
353
shares
|
$215,241
0.14% of portfolio
|
Q3 2024
Added 91.85%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
352
shares
|
$214,632
0.13% of portfolio
|
Q3 2024
Added 35.38%
|
|
|
Sja Financial Advisory, LLC
|
Nov 25, 2024 Q3 2024 |
352
shares
|
$214,632
0.14% of portfolio
|
Q3 2024
Reduced 5.12%
|
|
|
Hyperion Capital Advisors LP
New York, NY |
Nov 13, 2024 Q3 2024 |
352
shares
|
$214,632
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 17, 2025 Q4 2024 |
352
shares
|
$214,632
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
350
shares
|
$213,412
0.04% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Kraematon Investment Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
350
shares
|
$213,412
0.22% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Nov 14, 2024 Q3 2024 |
349
shares
|
$212,802
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
340
shares
|
$207,315
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
330
shares
|
$201,217
0.11% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Bnp Paribas
New York, NY |
Nov 13, 2024 Q3 2024 |
330
shares
|
$201,217
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
328
shares
|
$199,998
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Cyrus J. Lawrence, LLC
|
Nov 12, 2024 Q3 2024 |
325
shares
|
$198,168
0.04% of portfolio
|
Q3 2024
Reduced 78.08%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
314
shares
|
$191,461
0.06% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
310
shares
|
$189,022
0.09% of portfolio
|
Q1 2024
Added 8.77%
|
|
|
Jag Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
305
shares
|
$185,973
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Jan 13, 2025 Q4 2024 |
305
shares
|
$185,973
0.08% of portfolio
|
N/A
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
301
shares
|
$183,534
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
297
shares
|
$181,095
0.09% of portfolio
|
Q2 2024
Added 1.71%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
295
shares
|
$179,876
0.03% of portfolio
|
Q1 2024
Reduced 15.95%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
294
shares
|
$179,266
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Nov 12, 2024 Q3 2024 |
280
shares
|
$170,730
0.06% of portfolio
|
Q3 2024
Reduced 10.26%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Nov 14, 2024 Q3 2024 |
280
shares
|
$170,730
0.1% of portfolio
|
Q2 2024
New holding
|