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 |
|---|---|---|---|---|---|
|
Rpo LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
17,625
shares
|
$10.5 Million
15.01% of portfolio
|
Q4 2024
Reduced 8.36%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
17,535
shares
|
$10.5 Million
0.16% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
17,460
shares
|
$10.4 Million
2.73% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
17,446
shares
|
$10.4 Million
1.56% of portfolio
|
Q4 2024
Added 177.1%
|
|
|
Zevin Asset Management LLC
|
Feb 10, 2025 Q4 2024 |
17,441
shares
|
$10.4 Million
1.5% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
17,422
shares
|
$10.4 Million
1.04% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
17,389
shares
|
$10.4 Million
0.52% of portfolio
|
Q4 2024
Added 11.7%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Feb 12, 2025 Q4 2024 |
17,366
shares
|
$10.4 Million
8.65% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
17,286
shares
|
$10.3 Million
1.07% of portfolio
|
Q4 2024
Added 12.63%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
17,279
shares
|
$10.3 Million
0.7% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
Feb 11, 2025 Q4 2024 |
17,270
shares
|
$10.3 Million
4.48% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
17,261
shares
|
$10.3 Million
3.56% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Lansing Street Advisors
|
Feb 03, 2025 Q4 2024 |
17,258
shares
|
$10.3 Million
3.62% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Cfm Wealth Partners LLC
|
Jan 24, 2025 Q4 2024 |
17,186
shares
|
$10.3 Million
1.71% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
17,168
shares
|
$10.3 Million
0.49% of portfolio
|
Q4 2024
Added 511.83%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Feb 04, 2025 Q4 2024 |
17,155
shares
|
$10.2 Million
5.07% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
17,089
shares
|
$10.2 Million
7.97% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
1248 Management, LLC
Kansas City, MO |
Feb 14, 2025 Q4 2024 |
17,033
shares
|
$10.2 Million
4.31% of portfolio
|
Q4 2024
New holding
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
16,944
shares
|
$10.1 Million
0.64% of portfolio
|
Q4 2024
Added 34.12%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
16,923
shares
|
$10.1 Million
2.11% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
16,854
shares
|
$10.1 Million
1.08% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
16,854
shares
|
$10.1 Million
3.22% of portfolio
|
Q4 2024
Added 43.0%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
16,829
shares
|
$10.1 Million
7.7% of portfolio
|
Q4 2024
Added 9.61%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
16,809
shares
|
$10 Million
1.6% of portfolio
|
Q1 2023
Reduced 1.0%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Jan 16, 2025 Q4 2024 |
16,762
shares
|
$10 Million
8.36% of portfolio
|
Q4 2024
Added 10.36%
|