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 |
|---|---|---|---|---|---|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
14,838
shares
|
$8.86 Million
5.1% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
14,836
shares
|
$8.86 Million
1.7% of portfolio
|
Q4 2024
Added 21.43%
|
|
|
F
|
Feb 13, 2025 Q4 2024 |
14,830
shares
|
$8.86 Million
0.38% of portfolio
|
Q4 2024
Added 66.44%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
14,802
shares
|
$8.84 Million
2.64% of portfolio
|
Q1 2023
Reduced 19.27%
|
|
|
Innova Wealth Partners
|
Jan 07, 2025 Q4 2024 |
14,758
shares
|
$8.81 Million
6.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
14,756
shares
|
$8.81 Million
1.06% of portfolio
|
Q4 2024
New holding
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
14,732
shares
|
$8.8 Million
1.01% of portfolio
|
Q4 2024
Reduced 39.71%
|
|
|
Smith & Howard Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
14,719
shares
|
$8.79 Million
2.45% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
14,698
shares
|
$8.78 Million
3.23% of portfolio
|
Q4 2024
Added 88.46%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
14,690
shares
|
$8.77 Million
0.58% of portfolio
|
Q4 2024
Added 14.44%
|
|
|
Surience Private Wealth LLC
|
Jan 14, 2025 Q4 2024 |
14,684
shares
|
$8.77 Million
11.3% of portfolio
|
Q4 2024
Reduced 31.41%
|
|
|
First Washington Corp
Seattle, WA |
Feb 13, 2025 Q4 2024 |
14,633
shares
|
$8.74 Million
3.27% of portfolio
|
Q3 2024
Reduced 38.48%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
14,572
shares
|
$8.7 Million
1.56% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
14,565
shares
|
$8.7 Million
2.09% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
14,546
shares
|
$8.69 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
14,538
shares
|
$8.68 Million
0.08% of portfolio
|
Q4 2022
Added 537.35%
|
|
|
First American Bank
Dundee, IL |
Feb 05, 2025 Q4 2024 |
14,524
shares
|
$8.67 Million
0.6% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Jan 30, 2025 Q4 2024 |
14,510
shares
|
$8.67 Million
5.04% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
14,499
shares
|
$8.66 Million
5.7% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Jan 22, 2025 Q4 2024 |
14,425
shares
|
$8.61 Million
5.33% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
14,421
shares
|
$8.61 Million
2.12% of portfolio
|
Q4 2024
Added 5.77%
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
14,420
shares
|
$8.61 Million
2.24% of portfolio
|
Q4 2024
Added 27.39%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Feb 12, 2025 Q4 2024 |
14,382
shares
|
$8.59 Million
4.82% of portfolio
|
Q4 2024
Reduced 14.81%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Feb 06, 2025 Q4 2024 |
14,378
shares
|
$8.59 Million
9.04% of portfolio
|
Q4 2024
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
14,363
shares
|
$8.58 Million
0.67% of portfolio
|
Q4 2024
Reduced 1.33%
|