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 |
|---|---|---|---|---|---|
|
Sage Capital Management, LLC
Stockton, NJ |
Feb 12, 2025 Q4 2024 |
12,690
shares
|
$7.58 Million
3.76% of portfolio
|
Q4 2024
Reduced 8.86%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
12,623
shares
|
$7.54 Million
3.92% of portfolio
|
Q3 2024
Added 31.96%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
12,619
shares
|
$7.54 Million
0.54% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
12,600
shares
|
$7.52 Million
0.66% of portfolio
|
Q4 2024
Added 12.41%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
12,598
shares
|
$7.52 Million
1.24% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
12,580
shares
|
$7.51 Million
0.76% of portfolio
|
Q4 2024
Added 14.21%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 21, 2025 Q4 2024 |
12,573
shares
|
$7.51 Million
1.41% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
12,528
shares
|
$7.48 Million
0.68% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Feb 05, 2025 Q4 2024 |
12,525
shares
|
$7.48 Million
5.15% of portfolio
|
Q4 2024
Added 4.85%
|
|
|
Savoie Capital LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
12,503
shares
|
$7.47 Million
0.87% of portfolio
|
Q1 2024
Added 1.55%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
12,481
shares
|
$7.45 Million
1.34% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
12,480
shares
|
$7.45 Million
0.98% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
12,476
shares
|
$7.45 Million
0.13% of portfolio
|
Q4 2024
Reduced 21.93%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
12,447
shares
|
$7.43 Million
2.18% of portfolio
|
Q4 2023
Reduced 2.77%
|
|
|
Port Capital LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
12,439
shares
|
$7.43 Million
0.4% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
12,434
shares
|
$7.43 Million
0.14% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Pfm Health Sciences, LP
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
12,427
shares
|
$7.42 Million
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Dbk Financial Counsel, LLC
|
Jan 13, 2025 Q4 2024 |
12,339
shares
|
$7.37 Million
7.43% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
12,323
shares
|
$7.36 Million
1.52% of portfolio
|
Q4 2024
Added 8.66%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Feb 14, 2025 Q4 2024 |
12,319
shares
|
$7.36 Million
5.21% of portfolio
|
Q4 2024
Added 7.45%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
12,311
shares
|
$7.35 Million
2.11% of portfolio
|
Q4 2024
Reduced 34.98%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
12,304
shares
|
$7.35 Million
2.47% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
12,299
shares
|
$7.35 Million
0.58% of portfolio
|
Q4 2023
Reduced 2.9%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
12,282
shares
|
$7.33 Million
0.36% of portfolio
|
Q4 2024
Added 10.21%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
Feb 14, 2025 Q4 2024 |
12,261
shares
|
$7.32 Million
0.94% of portfolio
|
Q4 2024
Reduced 1.62%
|