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 |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
72,176
shares
|
$42.9 Million
0.61% of portfolio
|
Q4 2024
Added 20.08%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
72,099
shares
|
$42.9 Million
0.44% of portfolio
|
Q2 2024
Added 0.29%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
71,845
shares
|
$42.7 Million
4.35% of portfolio
|
Q4 2024
Added 12.46%
|
|
|
Rdst Capital LLC
Seattle, WA |
Feb 14, 2025 Q4 2024 |
71,500
shares
|
$42.5 Million
5.98% of portfolio
|
Q4 2024
New holding
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Jan 16, 2025 Q4 2024 |
71,104
shares
|
$42.3 Million
15.95% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
71,089
shares
|
$42.3 Million
2.39% of portfolio
|
Q3 2022
Added 2.09%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
70,552
shares
|
$41.9 Million
0.79% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Clear Street Markets LLC
|
Feb 12, 2025 Q4 2024 |
70,320
shares
|
$41.8 Million
15.71% of portfolio
|
Q4 2024
New holding
|
|
|
Unisphere Establishment
Vaduz, N2 |
Feb 14, 2025 Q4 2024 |
70,000
shares
|
$41.6 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
69,957
shares
|
$41.6 Million
0.18% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
69,879
shares
|
$41.5 Million
2.21% of portfolio
|
Q4 2024
Added 4.51%
|
|
|
Parker Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
69,672
shares
|
$41.4 Million
6.51% of portfolio
|
Q4 2024
Reduced 31.78%
|
|
|
Schusterman Interests, LLC
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
69,517
shares
|
$41.3 Million
97.21% of portfolio
|
Q1 2024
New holding
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Feb 10, 2025 Q4 2024 |
69,121
shares
|
$41.1 Million
12.52% of portfolio
|
Q4 2024
Reduced 16.47%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
68,859
shares
|
$40.9 Million
0.66% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
68,826
shares
|
$40.9 Million
15.35% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Stone House Investment Management, LLC
|
Feb 13, 2025 Q4 2024 |
68,649
shares
|
$40.8 Million
10.37% of portfolio
|
Q4 2024
Reduced 14.8%
|
|
|
Garda Capital Partners LP
Wayzata, MN |
Feb 05, 2025 Q4 2024 |
68,607
shares
|
$40.8 Million
32.37% of portfolio
|
Q4 2024
Reduced 86.23%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
67,986
shares
|
$40.4 Million
4.11% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Ciovacco Capital Management LLC
Atlanta, GA |
Feb 11, 2025 Q4 2024 |
67,944
shares
|
$40.4 Million
22.8% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
67,888
shares
|
$40.4 Million
3.99% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
67,702
shares
|
$40.3 Million
3.73% of portfolio
|
Q4 2023
Reduced 0.26%
|
|
|
Janus Henderson Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
67,597
shares
|
$40.2 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Peak6 LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
67,396
shares
|
$40.1 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
67,278
shares
|
$40 Million
1.53% of portfolio
|
Q2 2024
Added 1.29%
|