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 |
|---|---|---|---|---|---|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
9,747
shares
|
$5.82 Million
3.91% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Jan 22, 2025 Q4 2024 |
9,677
shares
|
$5.78 Million
3.48% of portfolio
|
Q4 2024
Added 8.6%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
9,659
shares
|
$5.77 Million
1.22% of portfolio
|
Q1 2024
New holding
|
|
|
Kearns & Associates LLC
|
Jan 23, 2025 Q4 2024 |
9,650
shares
|
$5.76 Million
3.65% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
9,647
shares
|
$5.76 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Omnia Family Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
9,645
shares
|
$5.76 Million
2.43% of portfolio
|
Q3 2024
Reduced 29.12%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
9,645
shares
|
$5.76 Million
0.28% of portfolio
|
Q4 2022
Added 3.12%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
9,644
shares
|
$5.76 Million
2.54% of portfolio
|
Q4 2024
Added 10.32%
|
|
|
John W. Brooker & Co., Cp As
|
Jan 27, 2025 Q4 2024 |
9,638
shares
|
$5.76 Million
2.81% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
9,613
shares
|
$5.74 Million
1.75% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Arkansas Financial Group, Inc.
|
Jan 17, 2025 Q4 2024 |
9,574
shares
|
$5.72 Million
0.91% of portfolio
|
Q4 2024
Reduced 7.66%
|
|
|
Waddell & Associates, LLC
|
Feb 13, 2025 Q4 2024 |
9,553
shares
|
$5.71 Million
0.57% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
9,544
shares
|
$5.7 Million
1.11% of portfolio
|
Q4 2024
Added 16.92%
|
|
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
Feb 10, 2025 Q4 2024 |
9,539
shares
|
$5.7 Million
0.02% of portfolio
|
Q4 2024
Added 412.02%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jan 17, 2025 Q4 2024 |
9,520
shares
|
$5.69 Million
4.45% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Private Capital Management, LLC
Naples, FL |
Feb 14, 2025 Q4 2024 |
9,519
shares
|
$5.68 Million
0.67% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
9,515
shares
|
$5.68 Million
0.52% of portfolio
|
Q4 2024
Added 10.91%
|
|
|
Guyasuta Investment Advisors Inc
|
Jan 30, 2025 Q4 2024 |
9,469
shares
|
$5.65 Million
0.37% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Shaker Financial Services, LLC
|
Feb 13, 2025 Q4 2024 |
9,454
shares
|
$5.65 Million
2.2% of portfolio
|
Q4 2024
Added 416.89%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
9,451
shares
|
$5.64 Million
1.68% of portfolio
|
Q4 2024
Added 17.04%
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
9,444
shares
|
$5.64 Million
1.61% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
9,435
shares
|
$5.63 Million
4.31% of portfolio
|
Q4 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
9,433
shares
|
$5.63 Million
2.25% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
9,412
shares
|
$5.62 Million
0.28% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
9,395
shares
|
$5.61 Million
1.26% of portfolio
|
Q2 2022
Added 0.13%
|