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 |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
99,051
shares
|
$58.9 Million
1.46% of portfolio
|
Q4 2024
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
99,005
shares
|
$58.9 Million
0.64% of portfolio
|
Q3 2023
Added 8.43%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Feb 14, 2025 Q4 2024 |
98,862
shares
|
$58.8 Million
8.41% of portfolio
|
Q4 2024
Reduced 5.44%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
98,772
shares
|
$58.7 Million
3.55% of portfolio
|
Q2 2024
Reduced 23.73%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Feb 13, 2025 Q4 2024 |
98,414
shares
|
$58.5 Million
3.41% of portfolio
|
Q4 2024
New holding
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
98,396
shares
|
$58.5 Million
6.35% of portfolio
|
Q3 2022
Added 1.06%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
97,505
shares
|
$58 Million
9.76% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Polar Asset Management Partners Inc.
Toronto, A6 |
Feb 25, 2025 Q4 2024 |
97,500
shares
|
$58 Million
0.92% of portfolio
|
Q4 2024
New holding
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
96,893
shares
|
$57.6 Million
8.01% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Feb 14, 2025 Q4 2024 |
96,893
shares
|
$57.6 Million
11.32% of portfolio
|
Q4 2024
Reduced 47.64%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
96,620
shares
|
$57.4 Million
2.9% of portfolio
|
Q4 2024
Reduced 8.01%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 06, 2025 Q4 2024 |
96,603
shares
|
$57.4 Million
22.49% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
96,580
shares
|
$57.4 Million
0.07% of portfolio
|
Q4 2024
Added 88.17%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
96,082
shares
|
$57.1 Million
3.72% of portfolio
|
Q4 2024
Reduced 17.84%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
95,906
shares
|
$57 Million
0.0% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
95,724
shares
|
$56.9 Million
10.19% of portfolio
|
Q2 2023
Added 6.67%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Feb 12, 2025 Q4 2024 |
95,480
shares
|
$56.8 Million
8.64% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
95,270
shares
|
$56.6 Million
0.46% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
94,896
shares
|
$56.4 Million
1.01% of portfolio
|
Q4 2024
Added 7.11%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
94,335
shares
|
$56.1 Million
0.98% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
94,210
shares
|
$56 Million
8.04% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Wallace Hart LLC
Lexington, KY |
Feb 07, 2025 Q4 2024 |
94,206
shares
|
$56 Million
44.05% of portfolio
|
Q4 2024
Reduced 9.75%
|
|
|
Greenhouse Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
93,510
shares
|
$55.6 Million
36.33% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
93,478
shares
|
$55.6 Million
2.65% of portfolio
|
Q4 2024
Added 12.6%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
93,273
shares
|
$55.5 Million
4.75% of portfolio
|
Q4 2024
Added 2.89%
|