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 4,981 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 $359 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
8,318
shares
|
$4.97 Million
1.28% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Tower View Investment Management & Research LLC
|
Feb 05, 2025 Q4 2024 |
8,318
shares
|
$4.97 Million
2.68% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
8,317
shares
|
$4.97 Million
0.63% of portfolio
|
Q4 2024
Added 21.61%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
8,299
shares
|
$4.96 Million
0.46% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
8,298
shares
|
$4.96 Million
0.39% of portfolio
|
Q4 2024
Added 97.57%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
8,253
shares
|
$4.93 Million
1.5% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Feb 11, 2025 Q4 2024 |
8,247
shares
|
$4.93 Million
3.47% of portfolio
|
Q4 2024
Reduced 12.9%
|
|
|
Cherrydale Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
8,235
shares
|
$4.92 Million
1.88% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
8,216
shares
|
$4.91 Million
4.62% of portfolio
|
Q3 2023
Reduced 2.7%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
8,212
shares
|
$4.9 Million
0.55% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Feb 13, 2025 Q4 2024 |
8,207
shares
|
$4.9 Million
3.63% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
8,202
shares
|
$4.9 Million
0.8% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
8,179
shares
|
$4.88 Million
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jan 15, 2025 Q4 2024 |
8,178
shares
|
$4.88 Million
0.94% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jan 23, 2025 Q4 2024 |
8,148
shares
|
$4.87 Million
3.04% of portfolio
|
Q4 2023
New holding
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
8,147
shares
|
$4.87 Million
1.44% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
8,138
shares
|
$4.86 Million
0.18% of portfolio
|
Q4 2024
Added 33.34%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
8,132
shares
|
$4.86 Million
1.03% of portfolio
|
Q4 2024
Added 11.55%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
8,130
shares
|
$4.86 Million
0.07% of portfolio
|
Q4 2024
Added 3.82%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Feb 07, 2025 Q4 2024 |
8,129
shares
|
$4.85 Million
1.45% of portfolio
|
Q4 2024
Reduced 10.92%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Feb 07, 2025 Q4 2024 |
8,109
shares
|
$4.84 Million
0.36% of portfolio
|
Q4 2024
Reduced 7.93%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
8,106
shares
|
$4.84 Million
1.92% of portfolio
|
Q4 2023
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
8,101
shares
|
$4.84 Million
0.44% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Jan 27, 2025 Q4 2024 |
8,091
shares
|
$4.83 Million
5.04% of portfolio
|
Q4 2024
New holding
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Feb 13, 2025 Q4 2024 |
8,085
shares
|
$4.83 Million
4.37% of portfolio
|
Q4 2024
New holding
|