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 |
|---|---|---|---|---|---|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Jan 23, 2025 Q4 2024 |
6,300
shares
|
$3.78 Million
3.89% of portfolio
|
Q4 2024
New holding
|
|
|
Investmark Advisory Group LLC
|
Feb 18, 2025 Q4 2024 |
6,287
shares
|
$3.77 Million
1.85% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,284
shares
|
$3.77 Million
2.66% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
6,279
shares
|
$3.77 Million
0.3% of portfolio
|
Q4 2024
Reduced 7.54%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Feb 18, 2025 Q4 2024 |
6,278
shares
|
$3.77 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
6,272
shares
|
$3.76 Million
0.03% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
6,266
shares
|
$3.76 Million
0.55% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
6,257
shares
|
$3.75 Million
0.27% of portfolio
|
Q4 2024
Reduced 17.37%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
6,253
shares
|
$3.75 Million
1.39% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Jan 31, 2025 Q4 2024 |
6,252
shares
|
$3.75 Million
0.7% of portfolio
|
Q4 2024
Added 7.66%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Feb 10, 2025 Q4 2024 |
6,245
shares
|
$3.75 Million
2.46% of portfolio
|
Q1 2024
New holding
|
|
|
Hillman Capital Management, Inc.
Bethesda, MD |
Feb 14, 2025 Q4 2024 |
6,236
shares
|
$3.74 Million
1.43% of portfolio
|
Q4 2024
Added 179.89%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
6,235
shares
|
$3.74 Million
1.43% of portfolio
|
Q1 2023
Added 4.18%
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
6,232
shares
|
$3.74 Million
0.76% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,231
shares
|
$3.74 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
F&V Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
6,226
shares
|
$3.74 Million
0.96% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
6,211
shares
|
$3.73 Million
4.01% of portfolio
|
Q4 2024
New holding
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Feb 04, 2025 Q4 2024 |
6,209
shares
|
$3.73 Million
1.18% of portfolio
|
Q4 2024
New holding
|
|
|
Redw Wealth LLC
|
Feb 07, 2025 Q4 2024 |
6,203
shares
|
$3.72 Million
1.27% of portfolio
|
Q4 2024
Reduced 48.57%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
6,201
shares
|
$3.72 Million
1.72% of portfolio
|
Q1 2024
Added 10.57%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jan 17, 2025 Q4 2024 |
6,199
shares
|
$3.72 Million
3.59% of portfolio
|
Q4 2024
Added 1139.8%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Feb 24, 2025 Q4 2024 |
6,198
shares
|
$3.72 Million
2.36% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jan 15, 2025 Q4 2024 |
6,170
shares
|
$3.7 Million
1.08% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
6,170
shares
|
$3.7 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
6,168
shares
|
$3.7 Million
1.65% of portfolio
|
Q3 2024
Added 7.16%
|