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 |
|---|---|---|---|---|---|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 14, 2025 Q4 2024 |
6,156
shares
|
$3.69 Million
1.49% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Feb 13, 2025 Q4 2024 |
6,152
shares
|
$3.69 Million
1.84% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jan 16, 2025 Q4 2024 |
6,115
shares
|
$3.67 Million
0.54% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
6,097
shares
|
$3.66 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Raub Brock Capital Management LP
|
Jan 15, 2025 Q4 2024 |
6,086
shares
|
$3.65 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Bcm Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
6,068
shares
|
$3.64 Million
0.82% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
6,067
shares
|
$3.64 Million
1.17% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
6,057
shares
|
$3.63 Million
0.43% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
6,056
shares
|
$3.63 Million
0.32% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jan 22, 2025 Q4 2024 |
6,049
shares
|
$3.63 Million
2.64% of portfolio
|
Q4 2024
New holding
|
|
|
Northside Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,046
shares
|
$3.63 Million
0.94% of portfolio
|
Q3 2024
Added 27.55%
|
|
|
Silvant Capital Management LLC
|
Feb 13, 2025 Q4 2024 |
6,045
shares
|
$3.63 Million
0.15% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Feb 13, 2025 Q4 2024 |
6,040
shares
|
$3.62 Million
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Moneda S.A. Administradora General De Fondos
|
Feb 06, 2025 Q4 2024 |
6,039
shares
|
$3.62 Million
3.68% of portfolio
|
Q4 2024
Added 6.68%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
6,035
shares
|
$3.62 Million
0.31% of portfolio
|
Q4 2024
Added 14.04%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
6,035
shares
|
$3.62 Million
1.38% of portfolio
|
Q4 2024
Added 21.99%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
6,026
shares
|
$3.62 Million
0.9% of portfolio
|
Q4 2024
Added 5.74%
|
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
6,018
shares
|
$3.61 Million
6.45% of portfolio
|
Q2 2023
Reduced 1.96%
|
|
|
Jackson Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
6,015
shares
|
$3.61 Million
0.55% of portfolio
|
Q4 2024
Added 43.59%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
6,000
shares
|
$3.6 Million
1.02% of portfolio
|
Q1 2024
Reduced 89.1%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
6,000
shares
|
$3.6 Million
0.01% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
5,987
shares
|
$3.59 Million
1.58% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
5,985
shares
|
$3.59 Million
0.26% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Mayport, LLC
|
Feb 06, 2025 Q4 2024 |
5,976
shares
|
$3.59 Million
1.04% of portfolio
|
Q4 2024
Added 172.26%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
5,973
shares
|
$3.58 Million
0.36% of portfolio
|
Q4 2024
Added 3.25%
|