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 |
|---|---|---|---|---|---|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
7,000
shares
|
$4.2 Million
1.26% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Feb 06, 2025 Q4 2024 |
6,987
shares
|
$4.19 Million
1.39% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
6,978
shares
|
$4.19 Million
1.23% of portfolio
|
Q4 2024
Reduced 13.68%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
6,977
shares
|
$4.19 Million
0.42% of portfolio
|
Q4 2024
Added 7.12%
|
|
|
Metlife Inc
New York, NY |
Feb 13, 2025 Q4 2024 |
6,971
shares
|
$4.18 Million
43.86% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
6,970
shares
|
$4.18 Million
1.28% of portfolio
|
Q3 2022
Added 1.75%
|
|
|
Pictet North America Advisors Sa
|
Jan 30, 2025 Q4 2024 |
6,964
shares
|
$4.18 Million
0.39% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
6,962
shares
|
$4.18 Million
0.05% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
State Of Alaska, Department Of Revenue
|
Jan 27, 2025 Q4 2024 |
6,952
shares
|
$4.17 Million
0.05% of portfolio
|
Q4 2024
Reduced 70.51%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
6,948
shares
|
$4.17 Million
0.26% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Clarendon Private LLC
Boston, MA |
Jan 21, 2025 Q4 2024 |
6,943
shares
|
$4.17 Million
4.26% of portfolio
|
Q4 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
6,937
shares
|
$4.16 Million
1.72% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
6,934
shares
|
$4.16 Million
1.12% of portfolio
|
Q4 2024
Added 804.04%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
6,912
shares
|
$4.15 Million
1.93% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Jan 30, 2025 Q4 2024 |
6,904
shares
|
$4.14 Million
1.68% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
6,898
shares
|
$4.14 Million
2.53% of portfolio
|
Q3 2024
Added 8.24%
|
|
|
Austin Asset Management CO Inc
|
Jan 28, 2025 Q4 2024 |
6,889
shares
|
$4.13 Million
0.87% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Braun Stacey Associates Inc
|
Jan 31, 2025 Q4 2024 |
6,884
shares
|
$4.13 Million
0.16% of portfolio
|
Q4 2024
Reduced 11.7%
|
|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
6,876
shares
|
$4.13 Million
0.36% of portfolio
|
Q4 2024
Added 611.07%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
6,867
shares
|
$4.12 Million
0.6% of portfolio
|
Q4 2024
Added 6.35%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Feb 12, 2025 Q4 2024 |
6,852
shares
|
$4.11 Million
2.14% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
6,830
shares
|
$4.1 Million
0.47% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
6,825
shares
|
$4.09 Million
3.42% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
6,814
shares
|
$4.09 Million
1.03% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Texas Capital Bancshares Inc
|
Feb 13, 2025 Q4 2024 |
6,811
shares
|
$4.09 Million
1.63% of portfolio
|
Q1 2023
Reduced 0.44%
|