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 $357 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
19,634
shares
|
$11.7 Million
0.8% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 14, 2025 Q4 2024 |
19,632
shares
|
$11.7 Million
1.94% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
19,628
shares
|
$11.7 Million
1.55% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Feb 13, 2025 Q4 2024 |
19,627
shares
|
$11.7 Million
3.55% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Feb 13, 2025 Q4 2024 |
19,625
shares
|
$11.7 Million
8.8% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Boxwood Ventures, Inc.
|
Feb 12, 2025 Q4 2024 |
19,550
shares
|
$11.7 Million
15.74% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
19,529
shares
|
$11.7 Million
0.43% of portfolio
|
Q4 2024
Added 17.24%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
19,529
shares
|
$11.7 Million
1.71% of portfolio
|
Q4 2024
Reduced 41.62%
|
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
19,498
shares
|
$11.6 Million
3.78% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Cordant, Inc.
Portland, OR |
Jan 14, 2025 Q4 2024 |
19,496
shares
|
$11.6 Million
6.01% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jan 17, 2025 Q4 2024 |
19,466
shares
|
$11.6 Million
10.19% of portfolio
|
Q4 2024
Reduced 12.34%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
19,458
shares
|
$11.6 Million
2.14% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
19,443
shares
|
$11.6 Million
1.6% of portfolio
|
Q4 2024
Added 5.63%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Feb 12, 2025 Q4 2024 |
19,426
shares
|
$11.6 Million
6.46% of portfolio
|
Q4 2024
Added 23.95%
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
19,418
shares
|
$11.6 Million
3.19% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Yost Capital Management, LP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
19,400
shares
|
$11.6 Million
25.09% of portfolio
|
Q4 2024
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
19,389
shares
|
$11.6 Million
5.59% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
19,380
shares
|
$11.6 Million
8.32% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
19,330
shares
|
$11.5 Million
1.93% of portfolio
|
Q4 2022
Reduced 5.53%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Jan 13, 2025 Q4 2024 |
19,249
shares
|
$11.5 Million
4.96% of portfolio
|
Q4 2024
New holding
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Feb 13, 2025 Q4 2024 |
19,221
shares
|
$11.5 Million
5.33% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Feb 04, 2025 Q4 2024 |
19,191
shares
|
$11.5 Million
5.88% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
19,187
shares
|
$11.5 Million
0.78% of portfolio
|
Q4 2024
Added 43.54%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
19,170
shares
|
$11.4 Million
0.66% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
19,102
shares
|
$11.4 Million
0.41% of portfolio
|
Q4 2024
Added 253.02%
|