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 |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
93,127
shares
|
$55.4 Million
1.78% of portfolio
|
Q4 2024
Reduced 15.0%
|
|
|
Mizuho Markets Americas LLC
|
Feb 11, 2025 Q4 2024 |
93,080
shares
|
$55.3 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
93,067
shares
|
$55.3 Million
1.6% of portfolio
|
Q4 2024
Reduced 5.39%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Feb 13, 2025 Q4 2024 |
93,031
shares
|
$55.3 Million
3.29% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
92,673
shares
|
$55.1 Million
1.17% of portfolio
|
Q3 2024
Added 18.76%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
92,537
shares
|
$55 Million
1.4% of portfolio
|
Q2 2020
Reduced 11.16%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
92,480
shares
|
$55 Million
1.81% of portfolio
|
Q4 2024
Reduced 9.79%
|
|
|
Becker Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
92,389
shares
|
$54.9 Million
1.82% of portfolio
|
Q4 2024
Reduced 11.24%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
92,297
shares
|
$54.9 Million
1.31% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
92,247
shares
|
$54.8 Million
1.91% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Feb 14, 2025 Q4 2024 |
92,192
shares
|
$54.8 Million
0.15% of portfolio
|
Q4 2024
Reduced 17.61%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
92,172
shares
|
$54.8 Million
0.66% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
91,373
shares
|
$54.3 Million
3.14% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
91,053
shares
|
$54.1 Million
1.71% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Feb 14, 2025 Q4 2024 |
90,488
shares
|
$53.8 Million
5.03% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Sfg Wealth Management, Llc.
|
Jan 16, 2025 Q4 2024 |
90,198
shares
|
$53.6 Million
28.87% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
89,942
shares
|
$53.5 Million
1.45% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jan 31, 2025 Q4 2024 |
89,704
shares
|
$53.3 Million
11.78% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Granby Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
89,500
shares
|
$53.2 Million
27.24% of portfolio
|
Q2 2024
Reduced 14.35%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
89,346
shares
|
$53.1 Million
2.17% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Cumberland Advisors Inc
|
Jan 08, 2025 Q4 2024 |
89,217
shares
|
$53 Million
20.86% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
88,832
shares
|
$52.8 Million
2.1% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
88,385
shares
|
$52.5 Million
1.89% of portfolio
|
Q2 2023
Added 1.15%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
88,365
shares
|
$52.5 Million
2.15% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Berkshire Bank
|
Jan 22, 2025 Q4 2024 |
87,719
shares
|
$52.2 Million
12.14% of portfolio
|
Q4 2024
Reduced 3.75%
|