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 |
|---|---|---|---|---|---|
|
Oxler Private Wealth LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
19,001
shares
|
$11.3 Million
4.05% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
18,995
shares
|
$11.3 Million
0.45% of portfolio
|
Q3 2024
Added 20.04%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
18,970
shares
|
$11.3 Million
1.63% of portfolio
|
Q4 2024
Added 6.04%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
18,884
shares
|
$11.3 Million
0.84% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Ddd Partners, LLC
|
Jan 30, 2025 Q4 2024 |
18,872
shares
|
$11.3 Million
1.37% of portfolio
|
Q4 2024
Added 157.43%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
18,864
shares
|
$11.3 Million
1.93% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
18,845
shares
|
$11.3 Million
5.14% of portfolio
|
Q4 2024
Added 8.25%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
18,842
shares
|
$11.3 Million
0.11% of portfolio
|
Q1 2024
Reduced 26.76%
|
|
|
Tfo Tdc, LLC
|
Feb 07, 2025 Q4 2024 |
18,732
shares
|
$11.2 Million
5.21% of portfolio
|
Q1 2024
Reduced 3.39%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Feb 13, 2025 Q4 2024 |
18,732
shares
|
$11.2 Million
4.19% of portfolio
|
Q1 2024
Reduced 0.39%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
18,697
shares
|
$11.2 Million
2.12% of portfolio
|
Q4 2022
Added 183.89%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
18,693
shares
|
$11.2 Million
8.75% of portfolio
|
Q4 2024
Reduced 6.75%
|
|
|
Wealth Dimensions Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
18,676
shares
|
$11.2 Million
2.68% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
18,613
shares
|
$11.1 Million
3.73% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
18,611
shares
|
$11.1 Million
0.69% of portfolio
|
Q4 2024
Reduced 19.57%
|
|
|
Qalhat Capital LTD
St Helier, Y9 |
Feb 14, 2025 Q4 2024 |
18,585
shares
|
$11.1 Million
2.88% of portfolio
|
Q3 2023
Reduced 62.62%
|
|
|
Planning Alternatives LTD
|
Feb 06, 2025 Q4 2024 |
18,470
shares
|
$11 Million
1.68% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Fcg Investment CO
Germantown, TN |
Jan 17, 2025 Q4 2024 |
18,455
shares
|
$11 Million
6.58% of portfolio
|
Q4 2024
Added 2139.68%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Feb 13, 2025 Q4 2024 |
18,410
shares
|
$11 Million
0.12% of portfolio
|
Q1 2021
Reduced 13.79%
|
|
|
Asset Management One Co., Ltd.
|
Jan 30, 2025 Q4 2024 |
18,400
shares
|
$11 Million
0.04% of portfolio
|
Q4 2024
Added 162.86%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
18,387
shares
|
$11 Million
21.5% of portfolio
|
Q1 2022
Added 5.07%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Feb 11, 2025 Q4 2024 |
18,385
shares
|
$11 Million
6.19% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
18,376
shares
|
$11 Million
3.68% of portfolio
|
Q4 2024
Added 2.79%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
18,298
shares
|
$10.9 Million
1.15% of portfolio
|
Q4 2024
Reduced 9.88%
|
|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Jan 14, 2025 Q4 2024 |
18,298
shares
|
$10.9 Million
7.75% of portfolio
|
Q4 2024
Reduced 10.38%
|