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 |
|---|---|---|---|---|---|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
56,781
shares
|
$33.7 Million
1.9% of portfolio
|
Q4 2024
Reduced 21.87%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Jan 23, 2025 Q4 2024 |
56,686
shares
|
$33.7 Million
17.94% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
56,616
shares
|
$33.6 Million
3.51% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Feb 13, 2025 Q4 2024 |
56,594
shares
|
$33.6 Million
0.29% of portfolio
|
Q4 2023
Reduced 0.21%
|
|
|
Ninepoint Partners LP
|
Feb 10, 2025 Q4 2024 |
56,500
shares
|
$33.6 Million
6.4% of portfolio
|
Q4 2024
Reduced 7.38%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
56,478
shares
|
$33.6 Million
0.64% of portfolio
|
Q4 2024
Added 13.09%
|
|
|
Hms Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
56,458
shares
|
$33.5 Million
16.21% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
56,440
shares
|
$33.5 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
56,255
shares
|
$33.4 Million
3.42% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
56,194
shares
|
$33.4 Million
15.82% of portfolio
|
Q4 2023
Added 895.99%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
56,074
shares
|
$33.3 Million
1.18% of portfolio
|
Q4 2024
Added 54.56%
|
|
|
Lsp Investment Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
55,990
shares
|
$33.3 Million
23.31% of portfolio
|
Q4 2024
Reduced 22.45%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
55,969
shares
|
$33.3 Million
0.42% of portfolio
|
Q4 2024
Added 11.84%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
55,969
shares
|
$33.3 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
55,899
shares
|
$33.2 Million
0.47% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
55,887
shares
|
$33.2 Million
5.01% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
55,858
shares
|
$33.2 Million
12.64% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
55,715
shares
|
$33.1 Million
3.13% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Verger Capital Management LLC
|
Feb 03, 2025 Q4 2024 |
55,703
shares
|
$33.1 Million
16.27% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
55,610
shares
|
$33 Million
0.6% of portfolio
|
Q4 2024
Added 410.0%
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
55,566
shares
|
$33 Million
18.6% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Roth Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
55,476
shares
|
$33 Million
12.93% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
55,458
shares
|
$33 Million
2.98% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
55,121
shares
|
$32.8 Million
18.0% of portfolio
|
Q1 2024
Reduced 1.68%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Feb 07, 2025 Q4 2024 |
55,119
shares
|
$32.8 Million
1.05% of portfolio
|
Q4 2024
Added 10.97%
|