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 |
|---|---|---|---|---|---|
|
Lowery Thomas, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
14,324
shares
|
$8.55 Million
5.5% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Feb 18, 2025 Q4 2024 |
14,292
shares
|
$8.54 Million
7.58% of portfolio
|
Q4 2024
New holding
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Feb 12, 2025 Q4 2024 |
14,290
shares
|
$8.53 Million
0.17% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Feb 13, 2025 Q4 2024 |
14,284
shares
|
$8.53 Million
0.59% of portfolio
|
Q4 2024
Added 2149.45%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
14,251
shares
|
$8.51 Million
0.72% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Red Cedar Investment Management, LLC
|
Jan 30, 2025 Q4 2024 |
14,250
shares
|
$8.51 Million
1.06% of portfolio
|
Q2 2024
Reduced 13.18%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
14,248
shares
|
$8.51 Million
0.31% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
14,199
shares
|
$8.48 Million
0.54% of portfolio
|
Q4 2024
Added 25.53%
|
|
|
Caerus Investment Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
14,195
shares
|
$8.48 Million
7.88% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
14,155
shares
|
$8.45 Million
1.07% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
14,147
shares
|
$8.45 Million
0.88% of portfolio
|
Q4 2024
Added 10.9%
|
|
|
Zwj Investment Counsel Inc
|
Jan 16, 2025 Q4 2024 |
14,102
shares
|
$8.42 Million
0.35% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Prime Buchholz LLC
Portsmouth, NH |
Jan 31, 2025 Q4 2024 |
14,100
shares
|
$8.42 Million
2.7% of portfolio
|
Q4 2024
New holding
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
14,086
shares
|
$8.41 Million
1.33% of portfolio
|
Q4 2024
Added 32.96%
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
Feb 13, 2025 Q4 2024 |
14,060
shares
|
$8.4 Million
7.17% of portfolio
|
Q4 2024
New holding
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
14,025
shares
|
$8.38 Million
2.11% of portfolio
|
Q1 2023
Added 0.76%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
14,018
shares
|
$8.37 Million
1.69% of portfolio
|
Q4 2024
Reduced 7.29%
|
|
|
Nvest Financial, LLC
|
Jan 22, 2025 Q4 2024 |
13,996
shares
|
$8.36 Million
4.38% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Spears Abacus Advisors LLC
|
Feb 12, 2025 Q4 2024 |
13,968
shares
|
$8.34 Million
0.19% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
13,954
shares
|
$8.33 Million
5.01% of portfolio
|
Q4 2024
Added 6.14%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Jan 23, 2025 Q4 2024 |
13,900
shares
|
$8.3 Million
17.81% of portfolio
|
Q4 2024
Reduced 5.44%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
13,884
shares
|
$8.29 Million
0.49% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
13,874
shares
|
$8.29 Million
13.46% of portfolio
|
Q3 2023
Reduced 57.99%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
13,874
shares
|
$8.29 Million
0.79% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Colorado Capital Management, Inc.
|
Jan 16, 2025 Q4 2024 |
13,863
shares
|
$8.28 Million
3.93% of portfolio
|
Q4 2024
Reduced 1.18%
|