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 |
|---|---|---|---|---|---|
|
Peoples Bank
|
Feb 03, 2025 Q4 2024 |
11,347
shares
|
$6.78 Million
3.94% of portfolio
|
Q4 2024
Reduced 6.41%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
11,342
shares
|
$6.77 Million
0.06% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Feb 07, 2025 Q4 2024 |
11,323
shares
|
$6.76 Million
1.57% of portfolio
|
Q3 2024
Added 7.64%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
11,311
shares
|
$6.76 Million
1.71% of portfolio
|
Q4 2024
Reduced 11.56%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
Feb 21, 2025 Q4 2024 |
11,303
shares
|
$6.75 Million
1.0% of portfolio
|
Q4 2024
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
11,259
shares
|
$6.72 Million
1.38% of portfolio
|
Q4 2024
Reduced 10.02%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
11,250
shares
|
$6.72 Million
0.77% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
11,244
shares
|
$6.72 Million
0.66% of portfolio
|
Q3 2023
Reduced 1.88%
|
|
|
Guidance Point Advisors, LLC
|
Feb 12, 2025 Q4 2024 |
11,240
shares
|
$6.71 Million
1.91% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
11,238
shares
|
$6.71 Million
0.94% of portfolio
|
Q3 2023
Reduced 5.8%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
11,201
shares
|
$6.69 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
11,193
shares
|
$6.68 Million
0.94% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
11,164
shares
|
$6.67 Million
1.24% of portfolio
|
Q4 2024
Added 144.99%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
11,154
shares
|
$6.66 Million
0.52% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Omni Star Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
11,152
shares
|
$6.66 Million
5.57% of portfolio
|
Q4 2024
Added 9.0%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Feb 04, 2025 Q4 2024 |
11,149
shares
|
$6.66 Million
3.87% of portfolio
|
Q4 2024
Added 22.44%
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
11,125
shares
|
$6.64 Million
2.5% of portfolio
|
Q4 2024
Added 5.86%
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
11,119
shares
|
$6.64 Million
0.67% of portfolio
|
Q4 2024
Added 9.99%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
11,118
shares
|
$6.64 Million
1.78% of portfolio
|
Q3 2023
Reduced 3.5%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
11,110
shares
|
$6.64 Million
1.67% of portfolio
|
Q4 2024
Added 7.13%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
11,092
shares
|
$6.62 Million
0.26% of portfolio
|
Q4 2024
Added 4.67%
|
|
|
Covenant Asset Management, LLC
|
Jan 30, 2025 Q4 2024 |
11,089
shares
|
$6.62 Million
1.04% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Feb 05, 2025 Q4 2024 |
11,079
shares
|
$6.62 Million
2.19% of portfolio
|
Q4 2024
Added 4.91%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
11,073
shares
|
$6.61 Million
1.44% of portfolio
|
Q4 2024
Reduced 5.98%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
11,071
shares
|
$6.61 Million
4.0% of portfolio
|
Q4 2024
Added 0.75%
|