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 |
|---|---|---|---|---|---|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
11,806
shares
|
$7.05 Million
0.61% of portfolio
|
Q3 2023
Reduced 0.75%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
11,777
shares
|
$7.03 Million
0.6% of portfolio
|
Q4 2024
Added 21.4%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
11,750
shares
|
$7.02 Million
1.82% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
11,731
shares
|
$7.01 Million
0.31% of portfolio
|
Q4 2024
Reduced 7.63%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Feb 13, 2025 Q4 2024 |
11,713
shares
|
$7 Million
1.1% of portfolio
|
Q1 2024
Added 1.34%
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
11,710
shares
|
$6.99 Million
0.4% of portfolio
|
Q4 2024
Added 7.33%
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
11,695
shares
|
$6.98 Million
1.2% of portfolio
|
Q4 2024
Added 12.03%
|
|
|
Sierra Capital LLC
|
Feb 04, 2025 Q4 2024 |
11,670
shares
|
$6.97 Million
0.81% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Signify Wealth
|
Feb 06, 2025 Q4 2024 |
11,645
shares
|
$6.95 Million
8.07% of portfolio
|
Q4 2024
Added 6.85%
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
11,606
shares
|
$6.93 Million
3.01% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Feb 11, 2025 Q4 2024 |
11,594
shares
|
$6.92 Million
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Calamos Advisors LLC
|
Jan 24, 2025 Q4 2024 |
11,549
shares
|
$6.9 Million
0.04% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
11,522
shares
|
$6.88 Million
0.58% of portfolio
|
Q2 2024
Added 22.15%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
11,514
shares
|
$6.88 Million
1.25% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Feb 07, 2025 Q4 2024 |
11,500
shares
|
$6.87 Million
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Avity Investment Management Inc.
|
Jan 14, 2025 Q4 2024 |
11,494
shares
|
$6.86 Million
0.54% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
11,493
shares
|
$6.86 Million
4.13% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Feb 10, 2025 Q4 2024 |
11,491
shares
|
$6.86 Million
4.88% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
11,426
shares
|
$6.82 Million
0.18% of portfolio
|
Q4 2024
Added 5.77%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
11,411
shares
|
$6.81 Million
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
Kkm Financial LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
11,396
shares
|
$6.81 Million
2.79% of portfolio
|
Q4 2024
Added 21.86%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
11,393
shares
|
$6.8 Million
0.28% of portfolio
|
Q4 2024
Added 98.04%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
11,384
shares
|
$6.8 Million
4.36% of portfolio
|
Q4 2024
Reduced 59.0%
|
|
|
Btc Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
11,377
shares
|
$6.79 Million
0.62% of portfolio
|
Q4 2024
Reduced 23.01%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
11,372
shares
|
$6.79 Million
0.28% of portfolio
|
Q4 2024
Added 3.64%
|