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 |
|---|---|---|---|---|---|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
11,068
shares
|
$6.61 Million
0.83% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Greenland Capital Management LP
New York, NY |
Feb 13, 2025 Q4 2024 |
11,062
shares
|
$6.61 Million
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
Leverty Financial Group, LLC
|
Jan 24, 2025 Q4 2024 |
11,047
shares
|
$6.6 Million
3.31% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Macroview Investment Management LLC
|
Jan 31, 2025 Q4 2024 |
11,041
shares
|
$6.59 Million
6.85% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
11,038
shares
|
$6.59 Million
0.32% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
11,028
shares
|
$6.59 Million
0.0% of portfolio
|
Q4 2024
Added 42.55%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Feb 10, 2025 Q4 2024 |
10,985
shares
|
$6.56 Million
0.24% of portfolio
|
Q2 2023
New holding
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
10,971
shares
|
$6.55 Million
4.19% of portfolio
|
Q4 2024
Added 41.31%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
10,964
shares
|
$6.55 Million
2.31% of portfolio
|
Q3 2023
Added 0.38%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
10,922
shares
|
$6.52 Million
0.39% of portfolio
|
Q4 2024
Reduced 8.61%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
10,910
shares
|
$6.52 Million
0.27% of portfolio
|
Q3 2022
Added 68.91%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
10,883
shares
|
$6.5 Million
0.27% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
10,868
shares
|
$6.49 Million
2.68% of portfolio
|
Q2 2022
Reduced 0.43%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
10,867
shares
|
$6.49 Million
4.36% of portfolio
|
Q4 2024
New holding
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
10,853
shares
|
$6.48 Million
1.3% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Feb 13, 2025 Q4 2024 |
10,840
shares
|
$6.47 Million
3.82% of portfolio
|
Q4 2024
New holding
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
10,806
shares
|
$6.45 Million
1.84% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
10,788
shares
|
$6.44 Million
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Stairway Partners, LLC
|
Jan 06, 2025 Q4 2024 |
10,785
shares
|
$6.44 Million
0.4% of portfolio
|
Q4 2024
Reduced 94.37%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Feb 13, 2025 Q4 2024 |
10,777
shares
|
$6.44 Million
5.33% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
10,761
shares
|
$6.43 Million
3.11% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jan 14, 2025 Q4 2024 |
10,760
shares
|
$6.43 Million
2.95% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
10,754
shares
|
$6.42 Million
1.64% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Hap Trading, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
10,749
shares
|
$6.42 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
10,727
shares
|
$6.41 Million
1.44% of portfolio
|
Q4 2024
Added 13.74%
|