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 |
|---|---|---|---|---|---|
|
Solstein Capital, LLC
Menlo Park, CA |
Feb 12, 2025 Q4 2024 |
29,466
shares
|
$17.5 Million
9.33% of portfolio
|
Q3 2024
Added 9.23%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
29,449
shares
|
$17.5 Million
4.9% of portfolio
|
Q3 2022
Added 2.27%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
29,440
shares
|
$17.5 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
29,348
shares
|
$17.4 Million
0.16% of portfolio
|
Q4 2024
Added 23.08%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
29,188
shares
|
$17.3 Million
0.43% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
29,151
shares
|
$17.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Kesler, Norman & Wride, LLC
|
Feb 12, 2025 Q4 2024 |
29,132
shares
|
$17.3 Million
3.83% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Feb 14, 2025 Q4 2024 |
29,106
shares
|
$17.3 Million
1.3% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
American Asset Management Inc.
|
Jan 16, 2025 Q4 2024 |
28,991
shares
|
$17.2 Million
75.36% of portfolio
|
Q4 2024
Reduced 60.17%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Feb 04, 2025 Q4 2024 |
28,911
shares
|
$17.2 Million
14.77% of portfolio
|
Q4 2024
New holding
|
|
|
Tkg Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
28,858
shares
|
$17.1 Million
8.46% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Feb 05, 2025 Q4 2024 |
28,855
shares
|
$17.1 Million
1.43% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
28,819
shares
|
$17.1 Million
0.43% of portfolio
|
Q4 2024
Reduced 15.09%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
28,789
shares
|
$17.1 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
28,662
shares
|
$17 Million
0.56% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Cypress Capital, LLC
|
Feb 03, 2025 Q4 2024 |
28,609
shares
|
$17 Million
4.8% of portfolio
|
Q4 2024
Reduced 19.57%
|
|
|
Bleichroeder LP
New York, NY |
Feb 14, 2025 Q4 2024 |
28,570
shares
|
$17 Million
5.18% of portfolio
|
Q4 2024
Added 1056.68%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
28,552
shares
|
$17 Million
3.57% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
28,543
shares
|
$17 Million
1.51% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
28,527
shares
|
$17 Million
2.1% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
28,526
shares
|
$17 Million
1.39% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Patton Fund Management, Inc.
|
Jan 22, 2025 Q4 2024 |
28,431
shares
|
$16.9 Million
3.31% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
28,400
shares
|
$16.9 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
28,331
shares
|
$16.8 Million
1.82% of portfolio
|
Q4 2024
Added 27.11%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
28,302
shares
|
$16.8 Million
0.24% of portfolio
|
Q4 2024
Added 3.1%
|