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 |
|---|---|---|---|---|---|
|
Enclave Advisors LLC
Austin, TX |
Jan 16, 2025 Q4 2024 |
6,586
shares
|
$3.95 Million
0.64% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
6,583
shares
|
$3.95 Million
2.09% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Arch Point Investors
Coral Gables, FL |
Feb 13, 2025 Q4 2024 |
6,579
shares
|
$3.95 Million
1.32% of portfolio
|
Q1 2024
New holding
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
6,559
shares
|
$3.94 Million
0.52% of portfolio
|
Q4 2024
Added 45.11%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
6,557
shares
|
$3.93 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
6,541
shares
|
$3.92 Million
0.31% of portfolio
|
Q4 2024
Reduced 7.04%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Feb 14, 2025 Q4 2024 |
6,534
shares
|
$3.92 Million
1.71% of portfolio
|
Q4 2024
Added 126.88%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
6,520
shares
|
$3.91 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Willis Johnson & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
6,518
shares
|
$3.91 Million
0.29% of portfolio
|
Q4 2024
Added 15.9%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
6,518
shares
|
$3.91 Million
0.32% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
6,517
shares
|
$3.91 Million
0.62% of portfolio
|
Q3 2023
Reduced 1.5%
|
|
|
Bishop Rock Capital, L.P.
New York, NY |
Nov 13, 2023 Q3 2023 |
6,517
shares
|
$3.91 Million
12.42% of portfolio
|
Q3 2023
Reduced 44.46%
|
|
|
Pitti Group Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
6,513
shares
|
$3.91 Million
4.71% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
6,502
shares
|
$3.9 Million
1.59% of portfolio
|
Q4 2024
Added 26.94%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
6,502
shares
|
$3.9 Million
0.58% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Highlander Partners, L.P.
|
Feb 06, 2025 Q4 2024 |
6,500
shares
|
$3.9 Million
2.33% of portfolio
|
Q2 2024
Added 5.79%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
6,498
shares
|
$3.9 Million
0.48% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
6,497
shares
|
$3.9 Million
0.83% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Feb 07, 2025 Q4 2024 |
6,482
shares
|
$3.89 Million
1.15% of portfolio
|
Q4 2024
Added 118.54%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
6,479
shares
|
$3.89 Million
1.57% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
6,472
shares
|
$3.88 Million
0.23% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
6,465
shares
|
$3.88 Million
0.49% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Feb 12, 2025 Q4 2024 |
6,451
shares
|
$3.87 Million
0.7% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
6,449
shares
|
$3.87 Million
0.68% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,446
shares
|
$3.87 Million
2.62% of portfolio
|
Q4 2024
Reduced 4.22%
|