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 |
|---|---|---|---|---|---|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
7,186
shares
|
$4.31 Million
1.42% of portfolio
|
Q4 2024
Added 26.43%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
7,186
shares
|
$4.31 Million
0.47% of portfolio
|
Q4 2024
Added 10.03%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
7,182
shares
|
$4.31 Million
1.84% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Kirr Marbach & CO LLC
|
Jan 22, 2025 Q4 2024 |
7,173
shares
|
$4.3 Million
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
7,163
shares
|
$4.3 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
7,157
shares
|
$4.29 Million
2.78% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Capital Wealth Alliance, LLC
|
Jan 29, 2025 Q4 2024 |
7,152
shares
|
$4.29 Million
2.5% of portfolio
|
Q4 2024
Added 11.32%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Feb 18, 2025 Q4 2024 |
7,152
shares
|
$4.29 Million
5.03% of portfolio
|
Q4 2024
New holding
|
|
|
Aldebaran Financial Inc.
|
Feb 14, 2025 Q4 2024 |
7,150
shares
|
$4.29 Million
4.95% of portfolio
|
Q4 2024
Reduced 14.94%
|
|
|
Baldwin Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
7,147
shares
|
$4.29 Million
1.15% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Mengis Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
7,144
shares
|
$4.29 Million
0.87% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
7,125
shares
|
$4.27 Million
1.34% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Feb 12, 2025 Q4 2024 |
7,116
shares
|
$4.27 Million
1.02% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
7,113
shares
|
$4.27 Million
0.09% of portfolio
|
Q4 2024
Added 802.66%
|
|
|
Northeast Investment Management
|
Jan 28, 2025 Q4 2024 |
7,108
shares
|
$4.26 Million
0.19% of portfolio
|
Q4 2024
Added 27.43%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Jan 14, 2025 Q4 2024 |
7,100
shares
|
$4.26 Million
2.63% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
7,087
shares
|
$4.25 Million
0.58% of portfolio
|
Q4 2024
Added 8.1%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
7,074
shares
|
$4.24 Million
0.37% of portfolio
|
Q4 2024
Added 20.27%
|
|
|
Signature Wealth Management Partners, LLC
|
Jan 22, 2025 Q4 2024 |
7,072
shares
|
$4.24 Million
2.89% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
7,053
shares
|
$4.23 Million
1.09% of portfolio
|
Q4 2024
Reduced 15.87%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Feb 13, 2025 Q4 2024 |
7,051
shares
|
$4.23 Million
3.54% of portfolio
|
Q4 2024
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
7,034
shares
|
$4.22 Million
0.45% of portfolio
|
Q4 2024
Added 10.79%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jan 15, 2025 Q4 2024 |
7,023
shares
|
$4.21 Million
1.63% of portfolio
|
Q4 2024
Reduced 15.7%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
7,008
shares
|
$4.2 Million
3.51% of portfolio
|
Q3 2024
Added 13.49%
|
|
|
Heritage Investment Group, Inc.
|
Jan 28, 2025 Q4 2024 |
7,005
shares
|
$4.2 Million
0.77% of portfolio
|
Q4 2024
Added 0.03%
|