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 |
|---|---|---|---|---|---|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
10,003
shares
|
$5.97 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
10,001
shares
|
$5.97 Million
1.64% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Laird Norton Trust Company, LLC
|
Feb 14, 2025 Q4 2024 |
10,000
shares
|
$5.97 Million
0.8% of portfolio
|
Q4 2023
Added 196.21%
|
|
|
Shay Capital LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,000
shares
|
$5.97 Million
0.96% of portfolio
|
Q4 2024
Added 4900.0%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
9,975
shares
|
$5.96 Million
2.55% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Sl Advisors, LLC
|
Jan 08, 2025 Q4 2024 |
9,969
shares
|
$5.95 Million
9.66% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Legacy Wealth Management, Inc
|
Jan 21, 2025 Q4 2024 |
9,965
shares
|
$5.95 Million
0.37% of portfolio
|
Q2 2024
Reduced 2.01%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
9,942
shares
|
$5.94 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
9,939
shares
|
$5.94 Million
0.23% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
9,908
shares
|
$5.92 Million
3.15% of portfolio
|
Q4 2024
Added 11.25%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
9,900
shares
|
$5.91 Million
0.37% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
9,896
shares
|
$5.91 Million
3.01% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Feb 07, 2025 Q4 2024 |
9,843
shares
|
$5.88 Million
0.22% of portfolio
|
Q4 2024
Added 36.29%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Feb 14, 2025 Q4 2024 |
9,842
shares
|
$5.88 Million
3.43% of portfolio
|
Q4 2024
Reduced 5.94%
|
|
|
Vista Capital Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
9,839
shares
|
$5.88 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
9,838
shares
|
$5.88 Million
0.38% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
9,833
shares
|
$5.87 Million
0.97% of portfolio
|
Q1 2024
Added 203.49%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Jan 30, 2025 Q4 2024 |
9,831
shares
|
$5.87 Million
1.99% of portfolio
|
Q4 2024
Reduced 6.06%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Feb 14, 2025 Q4 2024 |
9,827
shares
|
$5.87 Million
3.51% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jan 16, 2025 Q4 2024 |
9,809
shares
|
$5.86 Million
5.2% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Fusion Family Wealth LLC
|
Jan 27, 2025 Q4 2024 |
9,793
shares
|
$5.85 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 06, 2025 Q4 2024 |
9,785
shares
|
$5.84 Million
0.13% of portfolio
|
Q4 2024
Added 29.86%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
9,785
shares
|
$5.84 Million
0.08% of portfolio
|
Q3 2024
Reduced 48.61%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
9,764
shares
|
$5.83 Million
1.15% of portfolio
|
Q4 2024
Added 12.35%
|
|
|
Orca Investment Management, LLC
|
Feb 13, 2025 Q4 2024 |
9,756
shares
|
$5.83 Million
5.5% of portfolio
|
Q4 2024
Reduced 4.2%
|