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 |
|---|---|---|---|---|---|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
Feb 14, 2025 Q4 2024 |
7,474
shares
|
$4.48 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Feb 24, 2025 Q4 2024 |
7,473
shares
|
$4.48 Million
1.66% of portfolio
|
Q4 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
7,454
shares
|
$4.47 Million
1.36% of portfolio
|
Q4 2024
Reduced 85.34%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
7,444
shares
|
$4.47 Million
1.16% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
7,444
shares
|
$4.47 Million
1.84% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Alley Investment Management Company, LLC
|
Feb 06, 2025 Q4 2024 |
7,441
shares
|
$4.46 Million
0.57% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
7,421
shares
|
$4.45 Million
3.51% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Feb 11, 2025 Q4 2024 |
7,420
shares
|
$4.45 Million
4.09% of portfolio
|
Q4 2024
New holding
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Feb 18, 2025 Q4 2024 |
7,404
shares
|
$4.44 Million
2.87% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Feb 14, 2025 Q4 2024 |
7,400
shares
|
$4.44 Million
3.37% of portfolio
|
Q4 2024
Added 3.99%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
7,369
shares
|
$4.42 Million
0.78% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Arrow Financial Corp
|
Feb 14, 2025 Q4 2024 |
7,351
shares
|
$4.41 Million
0.42% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Feb 06, 2025 Q4 2024 |
7,351
shares
|
$4.41 Million
2.22% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
7,349
shares
|
$4.41 Million
1.69% of portfolio
|
Q4 2024
Reduced 12.7%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
7,333
shares
|
$4.4 Million
0.94% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Feb 07, 2025 Q4 2024 |
7,329
shares
|
$4.4 Million
2.54% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
7,327
shares
|
$4.4 Million
1.81% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Strategic Investment Management, LLC
|
Jan 21, 2025 Q4 2024 |
7,300
shares
|
$4.38 Million
1.47% of portfolio
|
Q3 2024
Reduced 11.08%
|
|
|
Two Point Capital Management, Inc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
7,287
shares
|
$4.37 Million
1.57% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
7,265
shares
|
$4.36 Million
0.34% of portfolio
|
Q4 2024
Reduced 58.01%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
7,254
shares
|
$4.35 Million
0.28% of portfolio
|
Q4 2024
Added 28.46%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
7,243
shares
|
$4.35 Million
1.74% of portfolio
|
Q4 2022
Reduced 2.52%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
7,207
shares
|
$4.32 Million
1.51% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Sunesis Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
7,207
shares
|
$4.32 Million
2.59% of portfolio
|
Q2 2024
Added 5.12%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Feb 12, 2025 Q4 2024 |
7,188
shares
|
$4.31 Million
0.78% of portfolio
|
Q4 2024
Added 2.8%
|