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 |
|---|---|---|---|---|---|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
6,807
shares
|
$4.08 Million
0.85% of portfolio
|
Q1 2024
Added 0.15%
|
|
|
Ironclad Investments LLC
Maitland, FL |
Feb 14, 2025 Q4 2024 |
6,805
shares
|
$4.08 Million
2.33% of portfolio
|
Q1 2024
Reduced 59.01%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
6,793
shares
|
$4.08 Million
0.24% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Edge Wealth Management LLC
|
Jan 14, 2025 Q4 2024 |
6,788
shares
|
$4.07 Million
0.84% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
6,781
shares
|
$4.07 Million
0.49% of portfolio
|
Q4 2024
Added 60.27%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
6,778
shares
|
$4.07 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
6,775
shares
|
$4.06 Million
0.52% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
6,751
shares
|
$4.05 Million
1.87% of portfolio
|
Q4 2024
Added 12.61%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Feb 07, 2025 Q4 2024 |
6,745
shares
|
$4.05 Million
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
6,718
shares
|
$4.03 Million
1.47% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
6,717
shares
|
$4.03 Million
0.57% of portfolio
|
Q4 2024
Added 17.55%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
6,698
shares
|
$4.02 Million
0.05% of portfolio
|
Q4 2024
Added 494.85%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
6,690
shares
|
$4.01 Million
1.69% of portfolio
|
Q4 2024
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
6,680
shares
|
$4.01 Million
2.33% of portfolio
|
Q4 2024
Added 11.37%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
6,680
shares
|
$4.01 Million
2.2% of portfolio
|
Q4 2024
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
6,668
shares
|
$4 Million
0.04% of portfolio
|
Q2 2022
Reduced 25.18%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
6,666
shares
|
$4 Million
0.78% of portfolio
|
Q2 2022
Reduced 5.1%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
6,655
shares
|
$3.99 Million
0.83% of portfolio
|
Q4 2024
Added 42.96%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
6,652
shares
|
$3.99 Million
0.18% of portfolio
|
Q4 2024
Added 17.88%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
6,648
shares
|
$3.99 Million
0.83% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
6,645
shares
|
$3.99 Million
1.09% of portfolio
|
Q4 2020
Reduced 61.64%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
6,636
shares
|
$3.98 Million
1.99% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Sequent Asset Management, LLC
|
Jan 24, 2025 Q4 2024 |
6,617
shares
|
$3.97 Million
3.26% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Feb 13, 2025 Q4 2024 |
6,608
shares
|
$3.96 Million
0.49% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Home Federal Bank Of Tennessee
|
Jan 24, 2025 Q4 2024 |
6,602
shares
|
$3.96 Million
1.15% of portfolio
|
Q3 2024
Added 0.26%
|