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 |
|---|---|---|---|---|---|
|
Free Gulliver LLC
New Orleans, LA |
Feb 10, 2025 Q4 2024 |
10,714
shares
|
$6.4 Million
2.99% of portfolio
|
Q4 2024
Added 62.53%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Feb 20, 2025 Q4 2024 |
10,707
shares
|
$6.39 Million
5.74% of portfolio
|
Q4 2024
New holding
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
10,667
shares
|
$6.37 Million
1.29% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
10,636
shares
|
$6.35 Million
0.02% of portfolio
|
Q4 2024
Added 443.21%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Feb 05, 2025 Q4 2024 |
10,630
shares
|
$6.35 Million
0.62% of portfolio
|
Q4 2024
Added 39.37%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
10,627
shares
|
$6.35 Million
1.82% of portfolio
|
Q4 2024
Added 1168.14%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
10,625
shares
|
$6.35 Million
1.08% of portfolio
|
Q3 2023
Reduced 7.85%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jan 24, 2025 Q4 2024 |
10,620
shares
|
$6.34 Million
2.65% of portfolio
|
Q4 2024
Reduced 10.55%
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
10,613
shares
|
$6.34 Million
4.66% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Cypress Financial Planning LLC
|
Jan 13, 2025 Q4 2024 |
10,612
shares
|
$6.34 Million
2.3% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Seelaus Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
10,602
shares
|
$6.33 Million
5.99% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Broderick Brian C
|
Feb 12, 2025 Q4 2024 |
10,600
shares
|
$6.33 Million
1.33% of portfolio
|
Q2 2024
Reduced 5.03%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
10,578
shares
|
$6.32 Million
0.32% of portfolio
|
Q3 2022
Added 2.36%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
10,567
shares
|
$6.31 Million
4.65% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
10,567
shares
|
$6.31 Million
0.44% of portfolio
|
Q2 2024
Added 1.02%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
10,566
shares
|
$6.31 Million
4.9% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
10,532
shares
|
$6.29 Million
1.83% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
10,509
shares
|
$6.28 Million
0.49% of portfolio
|
Q4 2024
Added 27.18%
|
|
|
Tl Private Wealth
|
Jan 16, 2025 Q4 2024 |
10,472
shares
|
$6.25 Million
2.77% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Quattro Financial Advisors LLC
|
Jan 28, 2025 Q4 2024 |
10,470
shares
|
$6.25 Million
1.73% of portfolio
|
Q4 2024
Reduced 41.52%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
10,455
shares
|
$6.24 Million
3.53% of portfolio
|
Q4 2024
New holding
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Nov 14, 2024 Q3 2024 |
10,451
shares
|
$6.24 Million
10.3% of portfolio
|
Q3 2024
Reduced 18.64%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
10,441
shares
|
$6.24 Million
0.27% of portfolio
|
Q3 2022
Reduced 3.2%
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
10,426
shares
|
$6.23 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
10,403
shares
|
$6.21 Million
5.13% of portfolio
|
Q2 2024
Added 6.01%
|