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 |
|---|---|---|---|---|---|
|
Alta Capital Management LLC
|
Feb 06, 2025 Q4 2024 |
8,709
shares
|
$5.2 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Orin Green Financial, LLC
|
Feb 19, 2025 Q4 2024 |
8,666
shares
|
$5.18 Million
2.24% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jan 13, 2025 Q4 2024 |
8,663
shares
|
$5.17 Million
2.24% of portfolio
|
Q4 2024
Added 45.28%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 23, 2025 Q4 2024 |
8,663
shares
|
$5.17 Million
2.39% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Klk Capital Management LLC
Los Angeles, CA |
Nov 14, 2023 Q3 2023 |
8,660
shares
|
$5.17 Million
4.89% of portfolio
|
Q3 2023
Reduced 25.86%
|
|
|
Trinity Legacy Partners, LLC
|
Feb 03, 2025 Q4 2024 |
8,622
shares
|
$5.15 Million
1.33% of portfolio
|
Q4 2024
Added 314.12%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
8,603
shares
|
$5.14 Million
4.37% of portfolio
|
Q4 2024
Added 42.5%
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
8,598
shares
|
$5.13 Million
0.45% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
8,595
shares
|
$5.13 Million
0.61% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Feb 11, 2025 Q4 2024 |
8,570
shares
|
$5.12 Million
2.08% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
8,559
shares
|
$5.11 Million
2.69% of portfolio
|
Q4 2024
Reduced 31.02%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
8,556
shares
|
$5.11 Million
0.72% of portfolio
|
Q4 2024
Added 8.06%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
8,553
shares
|
$5.11 Million
2.35% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
8,547
shares
|
$5.1 Million
2.61% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
8,505
shares
|
$5.08 Million
0.84% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Feb 10, 2025 Q4 2024 |
8,501
shares
|
$5.08 Million
2.4% of portfolio
|
Q4 2024
Added 87.21%
|
|
|
Forth Right Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
8,489
shares
|
$5.07 Million
1.73% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
American Alpha Advisors, LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
8,479
shares
|
$5.06 Million
4.37% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
8,474
shares
|
$5.06 Million
2.31% of portfolio
|
Q4 2024
Added 32.55%
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
8,448
shares
|
$5.05 Million
0.22% of portfolio
|
Q4 2024
Added 253.18%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 07, 2025 Q4 2024 |
8,448
shares
|
$5.05 Million
2.77% of portfolio
|
Q4 2024
Added 30.53%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
8,408
shares
|
$5.02 Million
1.86% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
8,366
shares
|
$5 Million
0.77% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
8,360
shares
|
$4.99 Million
1.99% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Lockerman Financial Group, Inc.
|
Jan 16, 2025 Q4 2024 |
8,328
shares
|
$4.97 Million
8.75% of portfolio
|
Q4 2024
Reduced 2.46%
|