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 |
|---|---|---|---|---|---|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jan 21, 2025 Q4 2024 |
18,262
shares
|
$10.9 Million
3.34% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
Weil Company, Inc.
|
Feb 04, 2025 Q4 2024 |
18,251
shares
|
$10.9 Million
3.99% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
18,246
shares
|
$10.9 Million
1.55% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Prism Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
18,238
shares
|
$10.9 Million
3.22% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
18,181
shares
|
$10.9 Million
0.31% of portfolio
|
Q1 2023
Reduced 1.9%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
18,152
shares
|
$10.8 Million
1.37% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
18,150
shares
|
$10.8 Million
0.3% of portfolio
|
Q4 2024
Added 26.79%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
18,133
shares
|
$10.8 Million
0.31% of portfolio
|
Q4 2024
Added 53.49%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
18,133
shares
|
$10.8 Million
0.14% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
18,121
shares
|
$10.8 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
18,094
shares
|
$10.8 Million
1.44% of portfolio
|
Q1 2023
Added 20.64%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
18,078
shares
|
$10.8 Million
1.34% of portfolio
|
Q4 2024
Reduced 5.33%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
18,065
shares
|
$10.8 Million
2.1% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Wernau Asset Management Inc.
Gloucester, MA |
Feb 06, 2025 Q4 2024 |
18,048
shares
|
$10.8 Million
7.88% of portfolio
|
Q4 2024
New holding
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
18,032
shares
|
$10.8 Million
2.79% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
Jan 30, 2025 Q4 2024 |
18,008
shares
|
$10.8 Million
9.09% of portfolio
|
Q4 2024
Reduced 41.42%
|
|
|
Yakira Capital Management, Inc.
Westport, CT |
Feb 13, 2025 Q4 2024 |
18,000
shares
|
$10.7 Million
5.75% of portfolio
|
Q4 2024
New holding
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Jan 21, 2025 Q4 2024 |
17,974
shares
|
$10.7 Million
8.45% of portfolio
|
Q4 2024
Added 13.19%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Feb 06, 2025 Q4 2024 |
17,974
shares
|
$10.7 Million
0.53% of portfolio
|
Q4 2024
Added 13.19%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
17,851
shares
|
$10.7 Million
0.85% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Northstar Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
17,803
shares
|
$10.6 Million
2.49% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
17,767
shares
|
$10.6 Million
0.23% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
17,715
shares
|
$10.6 Million
0.1% of portfolio
|
Q4 2024
Added 434.39%
|
|
|
Warwick Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
17,670
shares
|
$10.6 Million
2.14% of portfolio
|
Q4 2024
Reduced 38.52%
|
|
|
J. W. Coons Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
17,663
shares
|
$10.5 Million
2.72% of portfolio
|
Q4 2024
Reduced 0.81%
|