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 |
|---|---|---|---|---|---|
|
Elco Management Co., LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
7,776
shares
|
$4.64 Million
2.45% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
7,771
shares
|
$4.64 Million
1.54% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
7,763
shares
|
$4.64 Million
1.25% of portfolio
|
Q4 2024
Reduced 7.01%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
7,741
shares
|
$4.62 Million
2.57% of portfolio
|
Q2 2024
Reduced 3.66%
|
|
|
Climber Capital Sa
Nyon, V8 |
Feb 12, 2025 Q4 2024 |
7,735
shares
|
$4.62 Million
3.73% of portfolio
|
Q4 2024
New holding
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Feb 04, 2025 Q4 2024 |
7,694
shares
|
$4.59 Million
1.88% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
7,691
shares
|
$4.59 Million
0.08% of portfolio
|
Q4 2024
Added 292.8%
|
|
|
Long Run Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
7,684
shares
|
$4.59 Million
1.1% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Delta Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
7,654
shares
|
$4.57 Million
0.98% of portfolio
|
Q4 2024
Reduced 10.44%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
7,650
shares
|
$4.57 Million
0.36% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Feb 13, 2025 Q4 2024 |
7,647
shares
|
$4.57 Million
1.87% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
7,631
shares
|
$4.56 Million
1.55% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Coastal Bridge Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
7,603
shares
|
$4.54 Million
1.29% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
7,597
shares
|
$4.54 Million
2.61% of portfolio
|
Q2 2024
Added 15.09%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
7,587
shares
|
$4.53 Million
0.41% of portfolio
|
Q4 2024
Reduced 7.61%
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Jan 17, 2025 Q4 2024 |
7,585
shares
|
$4.53 Million
1.43% of portfolio
|
Q4 2024
Reduced 47.32%
|
|
|
Catalyst Private Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
7,566
shares
|
$4.52 Million
2.68% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
7,550
shares
|
$4.51 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
7,531
shares
|
$4.5 Million
2.3% of portfolio
|
Q4 2024
Added 16.62%
|
|
|
Madden Advisory Services, Inc.
|
Feb 13, 2025 Q4 2024 |
7,522
shares
|
$4.49 Million
2.05% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Woodstock Corp
|
Jan 15, 2025 Q4 2024 |
7,517
shares
|
$4.49 Million
0.43% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
7,491
shares
|
$4.47 Million
0.69% of portfolio
|
Q2 2024
Added 8.57%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Feb 07, 2025 Q4 2024 |
7,486
shares
|
$4.47 Million
0.36% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
7,479
shares
|
$4.47 Million
1.64% of portfolio
|
Q4 2024
Added 3.98%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
7,478
shares
|
$4.47 Million
1.87% of portfolio
|
Q4 2024
Added 0.3%
|