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 4,930 institutions that hold shares in the stock, with a total of 604 Million shares, which have been reported (via 13F filing form) to have a value of $368 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Perspectives, Inc
Tougaloo, MS |
Jan 22, 2025 Q4 2024 |
379
shares
|
$231,076
0.12% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Jan 30, 2025 Q4 2024 |
378
shares
|
$230,466
0.16% of portfolio
|
Q4 2024
Reduced 8.47%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
377
shares
|
$229,856
0.13% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
375
shares
|
$228,637
0.05% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
375
shares
|
$228,637
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Sykon Capital LLC
Harrison, NY |
Feb 11, 2025 Q4 2024 |
375
shares
|
$228,637
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Bey Douglas LLC
Marietta, GA |
Jan 29, 2025 Q4 2024 |
374
shares
|
$228,027
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Jan 24, 2025 Q4 2024 |
373
shares
|
$227,418
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Benson Investment Management Company, Inc.
|
Jan 13, 2025 Q4 2024 |
372
shares
|
$226,808
0.09% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jan 23, 2025 Q4 2024 |
372
shares
|
$226,808
0.07% of portfolio
|
Q4 2024
Reduced 33.69%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
370
shares
|
$225,589
0.19% of portfolio
|
Q3 2024
Reduced 7.96%
|
|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
370
shares
|
$225,589
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
369
shares
|
$224,979
0.05% of portfolio
|
Q1 2024
Reduced 10.65%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Feb 13, 2025 Q4 2024 |
369
shares
|
$224,979
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
Feb 10, 2025 Q4 2024 |
369
shares
|
$224,979
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
365
shares
|
$222,540
0.05% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Compass Advisory Group LLC
|
Jan 24, 2025 Q4 2024 |
364
shares
|
$221,930
0.1% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
363
shares
|
$221,321
0.12% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
363
shares
|
$221,321
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jan 14, 2025 Q4 2024 |
363
shares
|
$221,321
0.11% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
363
shares
|
$221,321
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
362
shares
|
$220,711
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Uncommon Cents Investing LLC
|
Jan 16, 2025 Q4 2024 |
361
shares
|
$220,101
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
361
shares
|
$220,101
0.46% of portfolio
|
Q2 2022
Reduced 79.6%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Feb 11, 2025 Q4 2024 |
361
shares
|
$220,101
0.08% of portfolio
|
Q4 2024
Reduced 99.69%
|