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 |
|---|---|---|---|---|---|
|
Sharp Financial Services, LLC
Horsham, PA |
Jan 17, 2025 Q4 2024 |
9,092
shares
|
$5.43 Million
4.04% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
9,086
shares
|
$5.43 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
9,047
shares
|
$5.4 Million
1.58% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
9,027
shares
|
$5.39 Million
1.72% of portfolio
|
Q4 2024
Added 18.2%
|
|
|
Mairs & Power Inc
St Paul, MN |
Feb 14, 2025 Q4 2024 |
9,016
shares
|
$5.38 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
9,008
shares
|
$5.38 Million
1.38% of portfolio
|
Q4 2024
Reduced 15.27%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Feb 12, 2025 Q4 2024 |
8,989
shares
|
$5.37 Million
1.3% of portfolio
|
Q4 2024
Added 185.37%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
8,951
shares
|
$5.35 Million
0.63% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Private Wealth Partners, LLC
|
Jan 31, 2025 Q4 2024 |
8,942
shares
|
$5.34 Million
0.41% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
8,932
shares
|
$5.33 Million
0.16% of portfolio
|
Q1 2024
Reduced 0.69%
|
|
|
Pacific Financial Group Inc
|
Feb 14, 2025 Q4 2024 |
8,930
shares
|
$5.33 Million
3.9% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
8,911
shares
|
$5.32 Million
1.05% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
8,891
shares
|
$5.31 Million
1.03% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
8,873
shares
|
$5.3 Million
0.49% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
8,861
shares
|
$5.29 Million
2.81% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Feb 14, 2025 Q4 2024 |
8,845
shares
|
$5.28 Million
2.6% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
8,836
shares
|
$5.28 Million
0.04% of portfolio
|
Q4 2024
Added 70.28%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
8,835
shares
|
$5.28 Million
2.15% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Jan 27, 2025 Q4 2024 |
8,800
shares
|
$5.26 Million
2.59% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jan 07, 2025 Q4 2024 |
8,788
shares
|
$5.25 Million
2.87% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
8,779
shares
|
$5.24 Million
0.43% of portfolio
|
Q3 2022
Added 18.72%
|
|
|
Marietta Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
8,771
shares
|
$5.24 Million
0.76% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Deltec Asset Management LLC
|
Jan 27, 2025 Q4 2024 |
8,768
shares
|
$5.24 Million
1.1% of portfolio
|
Q4 2024
Reduced 47.93%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
8,728
shares
|
$5.21 Million
1.44% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
8,726
shares
|
$5.21 Million
1.77% of portfolio
|
Q4 2024
Added 0.93%
|