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 |
|---|---|---|---|---|---|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
6,446
shares
|
$3.87 Million
0.43% of portfolio
|
Q4 2024
Reduced 50.59%
|
|
|
Affiance Financial, LLC
|
Jan 21, 2025 Q4 2024 |
6,440
shares
|
$3.86 Million
0.91% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
6,433
shares
|
$3.86 Million
0.29% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
6,430
shares
|
$3.86 Million
0.03% of portfolio
|
Q4 2024
Reduced 28.71%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
6,418
shares
|
$3.85 Million
1.26% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
6,417
shares
|
$3.85 Million
0.27% of portfolio
|
Q4 2024
Added 106.27%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
6,399
shares
|
$3.84 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
6,390
shares
|
$3.83 Million
1.14% of portfolio
|
Q4 2024
Reduced 9.43%
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
6,380
shares
|
$3.83 Million
0.65% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
6,378
shares
|
$3.83 Million
0.22% of portfolio
|
Q3 2022
Reduced 21.17%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
6,369
shares
|
$3.82 Million
0.29% of portfolio
|
Q4 2024
Added 11.15%
|
|
|
First Interstate Bank
Billings, MT |
Feb 04, 2025 Q4 2024 |
6,356
shares
|
$3.81 Million
0.23% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
6,352
shares
|
$3.81 Million
1.02% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
6,346
shares
|
$3.81 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
6,339
shares
|
$3.8 Million
2.46% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Feb 14, 2025 Q4 2024 |
6,333
shares
|
$3.8 Million
0.87% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
6,329
shares
|
$3.8 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jan 14, 2025 Q4 2024 |
6,328
shares
|
$3.8 Million
1.78% of portfolio
|
Q4 2024
Reduced 8.59%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
6,326
shares
|
$3.8 Million
0.22% of portfolio
|
Q4 2024
Added 7.29%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Feb 18, 2025 Q4 2024 |
6,321
shares
|
$3.79 Million
1.94% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
6,318
shares
|
$3.79 Million
1.05% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
6,317
shares
|
$3.79 Million
0.52% of portfolio
|
Q4 2024
Added 11.55%
|
|
|
Fagan Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
6,313
shares
|
$3.79 Million
0.61% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
6,309
shares
|
$3.79 Million
0.46% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Jan 23, 2025 Q4 2024 |
6,301
shares
|
$3.78 Million
2.49% of portfolio
|
Q4 2024
Reduced 0.06%
|