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 |
|---|---|---|---|---|---|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
8,060
shares
|
$4.81 Million
1.24% of portfolio
|
Q4 2022
Reduced 99.74%
|
|
|
Pictet Bank & Trust LTD
|
Jan 30, 2025 Q4 2024 |
8,060
shares
|
$4.81 Million
4.72% of portfolio
|
Q4 2024
Reduced 27.0%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
8,052
shares
|
$4.81 Million
0.42% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
8,051
shares
|
$4.81 Million
0.21% of portfolio
|
Q4 2024
Added 118.01%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
8,047
shares
|
$4.81 Million
0.01% of portfolio
|
Q3 2023
Added 71.1%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
8,019
shares
|
$4.79 Million
1.55% of portfolio
|
Q4 2024
New holding
|
|
|
Todd Asset Management LLC
|
Feb 04, 2025 Q4 2024 |
8,017
shares
|
$4.79 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
8,013
shares
|
$4.79 Million
1.69% of portfolio
|
Q4 2022
Reduced 0.94%
|
|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
7,989
shares
|
$4.77 Million
0.13% of portfolio
|
Q4 2024
Added 14.75%
|
|
|
Congress Asset Management CO
|
Jan 30, 2025 Q4 2024 |
7,984
shares
|
$4.77 Million
0.03% of portfolio
|
Q4 2024
Added 118.44%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
7,965
shares
|
$4.76 Million
0.97% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
7,965
shares
|
$4.76 Million
2.55% of portfolio
|
Q1 2024
Reduced 1.25%
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Jan 23, 2025 Q4 2024 |
7,947
shares
|
$4.75 Million
5.11% of portfolio
|
Q4 2024
New holding
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Feb 13, 2025 Q4 2024 |
7,904
shares
|
$4.72 Million
1.74% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Cohen Capital Management, Inc.
|
Feb 03, 2025 Q4 2024 |
7,895
shares
|
$4.71 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
7,885
shares
|
$4.71 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
7,878
shares
|
$4.7 Million
1.55% of portfolio
|
Q4 2024
Added 11.65%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
7,875
shares
|
$4.7 Million
0.01% of portfolio
|
Q4 2024
Added 8.16%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
7,868
shares
|
$4.7 Million
1.35% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
7,861
shares
|
$4.69 Million
4.7% of portfolio
|
Q3 2022
Reduced 3.97%
|
|
|
Pegasus Asset Management, Inc.
|
Jan 31, 2025 Q4 2024 |
7,849
shares
|
$4.69 Million
1.41% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Family Legacy, Inc.
|
Feb 12, 2025 Q4 2024 |
7,848
shares
|
$4.69 Million
1.58% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Single Point Partners, LLC
|
Jan 29, 2025 Q4 2024 |
7,832
shares
|
$4.68 Million
1.06% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Feb 14, 2025 Q4 2024 |
7,820
shares
|
$4.67 Million
0.65% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
7,806
shares
|
$4.66 Million
2.19% of portfolio
|
Q1 2023
Reduced 16.85%
|