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 |
|---|---|---|---|---|---|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Feb 13, 2025 Q4 2024 |
23,627
shares
|
$14 Million
7.27% of portfolio
|
Q4 2024
Added 16.0%
|
|
|
Morangie Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
23,625
shares
|
$14 Million
11.12% of portfolio
|
Q4 2024
New holding
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 13, 2025 Q4 2024 |
23,561
shares
|
$14 Million
3.85% of portfolio
|
Q4 2024
Reduced 28.36%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
23,548
shares
|
$14 Million
0.24% of portfolio
|
Q4 2024
Added 31.06%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
23,534
shares
|
$14 Million
1.67% of portfolio
|
Q4 2024
Added 8.04%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
23,520
shares
|
$14 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
23,512
shares
|
$14 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
23,507
shares
|
$14 Million
4.02% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
K.J. Harrison & Partners Inc
|
Feb 04, 2025 Q4 2024 |
23,494
shares
|
$14 Million
2.34% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
23,431
shares
|
$13.9 Million
1.37% of portfolio
|
Q4 2024
Added 5.19%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
23,402
shares
|
$13.9 Million
3.0% of portfolio
|
Q4 2024
Added 21.83%
|
|
|
Hedeker Wealth, LLC
|
Jan 27, 2025 Q4 2024 |
23,357
shares
|
$13.9 Million
3.54% of portfolio
|
Q4 2024
Reduced 8.69%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
23,345
shares
|
$13.9 Million
0.99% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
23,316
shares
|
$13.9 Million
2.05% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
23,297
shares
|
$13.8 Million
5.61% of portfolio
|
Q2 2022
Reduced 21.04%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
23,287
shares
|
$13.8 Million
6.16% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
23,208
shares
|
$13.8 Million
2.12% of portfolio
|
Q4 2024
Added 70.07%
|
|
|
Palo Ds Manager LLC
Miami Beach, FL |
Feb 14, 2025 Q4 2024 |
23,193
shares
|
$13.8 Million
6.36% of portfolio
|
Q4 2024
Reduced 25.76%
|
|
|
Cambridge Associates LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
23,137
shares
|
$13.7 Million
0.43% of portfolio
|
Q4 2024
Reduced 67.29%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
23,125
shares
|
$13.7 Million
0.2% of portfolio
|
Q4 2024
Reduced 9.87%
|
|
|
Ayalon Insurance Comp Ltd.
|
Jan 14, 2025 Q4 2024 |
23,085
shares
|
$13.7 Million
4.19% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
23,047
shares
|
$13.7 Million
0.63% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
23,041
shares
|
$13.7 Million
10.23% of portfolio
|
Q4 2024
New holding
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
23,019
shares
|
$13.7 Million
1.53% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
Nbw Capital LLC
|
Feb 06, 2025 Q4 2024 |
23,014
shares
|
$13.7 Million
2.61% of portfolio
|
Q4 2024
Reduced 23.43%
|