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 |
|---|---|---|---|---|---|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Jan 17, 2025 Q4 2024 |
113,916
shares
|
$67.7 Million
24.31% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
First Western Trust Bank
Denver, CO |
Feb 12, 2025 Q4 2024 |
113,621
shares
|
$67.6 Million
3.09% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Jan 31, 2025 Q4 2024 |
113,436
shares
|
$67.4 Million
1.99% of portfolio
|
Q4 2024
Reduced 49.91%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Feb 13, 2025 Q4 2024 |
113,315
shares
|
$67.4 Million
10.71% of portfolio
|
Q4 2024
Added 70.63%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
113,297
shares
|
$67.4 Million
6.97% of portfolio
|
Q1 2024
Reduced 0.64%
|
|
|
Axel Capital Management, LLC
|
Feb 01, 2023 Q4 2022 |
113,100
shares
|
$67.2 Million
91.17% of portfolio
|
Q4 2022
Added 130.35%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
112,436
shares
|
$66.8 Million
1.58% of portfolio
|
Q4 2024
Reduced 10.94%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
112,328
shares
|
$66.8 Million
27.9% of portfolio
|
Q4 2024
Reduced 27.09%
|
|
|
Lavaca Capital LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
112,284
shares
|
$66.8 Million
26.08% of portfolio
|
Q4 2024
Reduced 9.15%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jan 30, 2025 Q4 2024 |
110,974
shares
|
$66 Million
0.2% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
110,790
shares
|
$65.9 Million
10.21% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
110,530
shares
|
$65.7 Million
26.35% of portfolio
|
Q3 2024
Reduced 7.71%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
110,294
shares
|
$65.6 Million
0.99% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Feb 13, 2025 Q4 2024 |
110,126
shares
|
$65.5 Million
25.02% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
109,901
shares
|
$65.3 Million
8.74% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
109,895
shares
|
$65.3 Million
3.54% of portfolio
|
Q4 2024
Added 525.29%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
109,160
shares
|
$64.9 Million
2.64% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
108,955
shares
|
$64.8 Million
1.17% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
108,915
shares
|
$64.8 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
108,795
shares
|
$64.7 Million
0.79% of portfolio
|
Q4 2024
Added 8.57%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
108,647
shares
|
$64.6 Million
12.3% of portfolio
|
Q4 2024
Reduced 51.39%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
108,346
shares
|
$64.4 Million
1.3% of portfolio
|
Q1 2024
Reduced 77.75%
|
|
|
Financial Services Advisory Inc
|
Feb 06, 2025 Q4 2024 |
108,024
shares
|
$64.2 Million
15.0% of portfolio
|
Q4 2024
Added 26.57%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
107,741
shares
|
$64.1 Million
1.29% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Beacon Capital Management, Inc.
|
Feb 11, 2025 Q4 2024 |
107,274
shares
|
$63.8 Million
2.81% of portfolio
|
Q4 2024
Added 4.98%
|