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 |
|---|---|---|---|---|---|
|
Drexel Morgan & Co.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
10,386
shares
|
$6.2 Million
1.26% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
10,348
shares
|
$6.18 Million
3.85% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
10,341
shares
|
$6.18 Million
4.82% of portfolio
|
Q2 2024
Reduced 2.68%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
10,320
shares
|
$6.16 Million
0.86% of portfolio
|
Q4 2024
Added 40.01%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Feb 18, 2025 Q4 2024 |
10,277
shares
|
$6.14 Million
1.91% of portfolio
|
Q4 2024
Added 1351.55%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
10,275
shares
|
$6.14 Million
0.77% of portfolio
|
Q4 2024
Added 20.56%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Feb 13, 2025 Q4 2024 |
10,253
shares
|
$6.12 Million
6.48% of portfolio
|
Q4 2024
New holding
|
|
|
M.D. Sass Investors Services, Inc.
New York, NY |
Feb 11, 2025 Q4 2024 |
10,220
shares
|
$6.1 Million
0.49% of portfolio
|
Q2 2024
Added 7.35%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
10,187
shares
|
$6.08 Million
2.71% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Perennial Advisors, LLC
New York, NY |
Feb 21, 2025 Q4 2024 |
10,179
shares
|
$6.08 Million
1.32% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
10,174
shares
|
$6.08 Million
1.49% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
10,156
shares
|
$6.07 Million
1.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Feb 03, 2025 Q4 2024 |
10,146
shares
|
$6.06 Million
1.57% of portfolio
|
Q4 2024
Reduced 59.32%
|
|
|
Hohimer Wealth Management, LLC
|
Feb 14, 2025 Q4 2024 |
10,124
shares
|
$6.05 Million
1.17% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
10,122
shares
|
$6.04 Million
3.38% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
10,115
shares
|
$6.04 Million
1.09% of portfolio
|
Q3 2024
Reduced 9.36%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Feb 13, 2025 Q4 2024 |
10,104
shares
|
$6.03 Million
5.47% of portfolio
|
Q4 2023
Added 4.06%
|
|
|
Lcnb Corp
Lebanon, OH |
Feb 11, 2025 Q4 2024 |
10,082
shares
|
$6.02 Million
2.18% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
10,063
shares
|
$6.01 Million
0.57% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Bay Rivers Group
|
Jan 22, 2025 Q4 2024 |
10,061
shares
|
$6.01 Million
2.91% of portfolio
|
Q4 2024
Added 7.21%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
10,060
shares
|
$6.01 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
10,056
shares
|
$6.01 Million
1.88% of portfolio
|
Q3 2024
Added 12.72%
|
|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
10,055
shares
|
$6 Million
1.11% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Nutshell Asset Management LTD
Sevenoaks, X0 |
Feb 13, 2025 Q4 2024 |
10,032
shares
|
$5.99 Million
3.71% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
10,019
shares
|
$5.98 Million
0.32% of portfolio
|
Q4 2024
Added 14.87%
|