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 4,829 institutions that hold shares in the stock, with a total of 583 Million shares, which have been reported (via 13F filing form) to have a value of $351 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
119
shares
|
$71,799
0.06% of portfolio
|
Q1 2024
Added 8.18%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
118
shares
|
$71,196
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
111
shares
|
$66,972
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
111
shares
|
$66,972
0.04% of portfolio
|
Q3 2022
Added 0.91%
|
|
|
Skylands Capital, LLC
|
Feb 04, 2025 Q4 2024 |
100
shares
|
$60,336
0.01% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
100
shares
|
$60,336
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
91
shares
|
$54,905
0.03% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
87
shares
|
$52,492
0.04% of portfolio
|
Q2 2024
Reduced 4.4%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
85
shares
|
$51,285
0.02% of portfolio
|
Q4 2022
Closed
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
83
shares
|
$50,078
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
81
shares
|
$48,872
0.01% of portfolio
|
Q1 2024
Reduced 92.07%
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
80
shares
|
$48,268
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
78
shares
|
$47,062
0.02% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
76
shares
|
$45,855
0.04% of portfolio
|
Q4 2024
Added 123.53%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
75
shares
|
$45,252
0.02% of portfolio
|
Q3 2024
Reduced 22.68%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
75
shares
|
$45,252
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2024 Q3 2024 |
70
shares
|
$42,235
0.03% of portfolio
|
Q3 2024
Reduced 78.66%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
68
shares
|
$41,028
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
64
shares
|
$38,615
0.03% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
64
shares
|
$38,615
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
60
shares
|
$36,201
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
57
shares
|
$34,391
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
55
shares
|
$33,184
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jan 30, 2025 Q4 2024 |
52
shares
|
$31,374
1.32% of portfolio
|
Q4 2024
Added 372.73%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
50
shares
|
$30,168
0.01% of portfolio
|
Q4 2023
New holding
|