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 |
|---|---|---|---|---|---|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
12,256
shares
|
$7.32 Million
0.6% of portfolio
|
Q4 2024
Added 202.32%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
12,216
shares
|
$7.3 Million
3.85% of portfolio
|
Q4 2024
Added 24.18%
|
|
|
Cliffwater LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
12,204
shares
|
$7.29 Million
1.89% of portfolio
|
Q1 2021
Reduced 5.07%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
12,203
shares
|
$7.29 Million
0.24% of portfolio
|
Q4 2024
Added 16.39%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
12,193
shares
|
$7.28 Million
2.22% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
12,181
shares
|
$7.27 Million
0.78% of portfolio
|
Q4 2024
Added 7.1%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
12,167
shares
|
$7.27 Million
0.58% of portfolio
|
Q4 2024
Added 23.09%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
12,087
shares
|
$7.22 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
12,053
shares
|
$7.2 Million
0.76% of portfolio
|
Q4 2024
Added 5.42%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
12,029
shares
|
$7.18 Million
0.28% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
12,017
shares
|
$7.18 Million
0.19% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
12,015
shares
|
$7.18 Million
0.8% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Moelis Asset Management LP
New York, NY |
Aug 01, 2023 Q2 2023 |
12,000
shares
|
$7.17 Million
100.0% of portfolio
|
Q2 2023
Reduced 17.24%
|
|
|
London & Capital Asset Management LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
11,986
shares
|
$7.16 Million
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
11,984
shares
|
$7.16 Million
3.99% of portfolio
|
Q1 2024
New holding
|
|
|
Vishria Bird Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
11,952
shares
|
$7.14 Million
2.45% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
11,936
shares
|
$7.13 Million
5.59% of portfolio
|
Q2 2024
Reduced 0.94%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
11,935
shares
|
$7.13 Million
0.38% of portfolio
|
Q3 2022
Reduced 53.41%
|
|
|
West Bancorporation Inc
|
Jan 23, 2025 Q4 2024 |
11,922
shares
|
$7.12 Million
4.76% of portfolio
|
Q2 2024
Reduced 1.9%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jan 14, 2025 Q4 2024 |
11,914
shares
|
$7.12 Million
3.08% of portfolio
|
Q4 2024
Reduced 8.24%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Jan 16, 2025 Q4 2024 |
11,864
shares
|
$7.09 Million
4.84% of portfolio
|
Q4 2024
Reduced 36.31%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
11,844
shares
|
$7.07 Million
3.34% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
11,839
shares
|
$7.07 Million
1.56% of portfolio
|
Q4 2024
Added 36.72%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Jan 31, 2025 Q4 2024 |
11,829
shares
|
$7.06 Million
1.5% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Feb 12, 2025 Q4 2024 |
11,809
shares
|
$7.05 Million
2.9% of portfolio
|
Q4 2024
Reduced 2.49%
|