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 |
|---|---|---|---|---|---|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
16,072
shares
|
$9.6 Million
1.0% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Feb 12, 2025 Q4 2024 |
16,063
shares
|
$9.59 Million
2.73% of portfolio
|
Q4 2024
Added 104.1%
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
16,057
shares
|
$9.59 Million
3.49% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
16,057
shares
|
$9.59 Million
3.49% of portfolio
|
Q4 2024
New holding
|
|
|
Gen Wealth Group, Inc.
|
Jan 15, 2025 Q4 2024 |
16,053
shares
|
$9.59 Million
2.16% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
Iron Bridge Private Wealth, LLC
|
Feb 13, 2025 Q4 2024 |
16,046
shares
|
$9.58 Million
3.61% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Feb 11, 2025 Q4 2024 |
16,017
shares
|
$9.57 Million
3.51% of portfolio
|
Q4 2024
Reduced 77.81%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
16,012
shares
|
$9.56 Million
2.68% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
16,008
shares
|
$9.56 Million
0.5% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
15,985
shares
|
$9.55 Million
7.05% of portfolio
|
Q3 2022
Added 1.89%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
15,971
shares
|
$9.54 Million
0.91% of portfolio
|
Q4 2024
Reduced 19.31%
|
|
|
Thor Trading Advisors, LLC
Greensburg, PA |
Feb 19, 2025 Q4 2024 |
15,969
shares
|
$9.54 Million
8.46% of portfolio
|
Q4 2024
New holding
|
|
|
Watershed Asset Management, L.L.C.
|
Feb 02, 2024 Q4 2023 |
15,946
shares
|
$9.52 Million
8.88% of portfolio
|
Q4 2023
Added 14.67%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
15,945
shares
|
$9.52 Million
0.74% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
15,940
shares
|
$9.52 Million
7.38% of portfolio
|
Q2 2022
Reduced 2.06%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
15,863
shares
|
$9.47 Million
3.67% of portfolio
|
Q4 2024
Reduced 5.02%
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
15,836
shares
|
$9.46 Million
1.61% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
15,829
shares
|
$9.45 Million
0.65% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
15,825
shares
|
$9.45 Million
0.85% of portfolio
|
Q4 2024
Added 15.73%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
15,818
shares
|
$9.45 Million
2.57% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
15,813
shares
|
$9.44 Million
1.73% of portfolio
|
Q4 2024
Added 10.17%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
15,802
shares
|
$9.44 Million
1.73% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
15,796
shares
|
$9.43 Million
1.04% of portfolio
|
Q4 2024
Reduced 5.04%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
15,796
shares
|
$9.43 Million
1.15% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
15,795
shares
|
$9.43 Million
1.14% of portfolio
|
Q4 2024
Added 5.07%
|