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 |
|---|---|---|---|---|---|
|
Armstrong Henry H Associates Inc
|
Jan 13, 2025 Q4 2024 |
5,956
shares
|
$3.57 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
5,954
shares
|
$3.57 Million
2.5% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Ironwood Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
5,953
shares
|
$3.57 Million
0.63% of portfolio
|
Q4 2024
Reduced 7.45%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
5,952
shares
|
$3.57 Million
0.56% of portfolio
|
Q4 2024
Added 42.46%
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
5,950
shares
|
$3.57 Million
2.19% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Oribel Capital Management, LP
New York, NY |
Feb 13, 2025 Q4 2024 |
5,950
shares
|
$3.57 Million
0.13% of portfolio
|
Q4 2024
Reduced 4.03%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
5,944
shares
|
$3.57 Million
0.95% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Feb 11, 2025 Q4 2024 |
5,938
shares
|
$3.56 Million
1.8% of portfolio
|
Q4 2024
Added 75.06%
|
|
|
Sky Investment Group LLC
|
Jan 16, 2025 Q4 2024 |
5,929
shares
|
$3.56 Million
0.66% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
First National Bank Sioux Falls
|
Jan 13, 2025 Q4 2024 |
5,929
shares
|
$3.56 Million
1.5% of portfolio
|
Q3 2023
Added 480.71%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
5,927
shares
|
$3.56 Million
1.73% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
5,922
shares
|
$3.55 Million
0.12% of portfolio
|
Q3 2022
Reduced 0.42%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
5,920
shares
|
$3.55 Million
1.11% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Oct 24, 2024 Q3 2024 |
5,913
shares
|
$3.55 Million
2.48% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Feb 12, 2025 Q4 2024 |
5,896
shares
|
$3.54 Million
1.46% of portfolio
|
Q4 2024
Added 13.12%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
5,880
shares
|
$3.53 Million
1.07% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Monograph Wealth Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
5,878
shares
|
$3.53 Million
0.49% of portfolio
|
Q2 2024
Added 1.19%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Feb 10, 2025 Q4 2024 |
5,878
shares
|
$3.53 Million
1.45% of portfolio
|
Q4 2024
Reduced 9.58%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
5,872
shares
|
$3.52 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Feb 13, 2025 Q4 2024 |
5,865
shares
|
$3.52 Million
0.68% of portfolio
|
Q4 2024
Reduced 5.95%
|
|
|
Evergreen Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
5,864
shares
|
$3.52 Million
0.94% of portfolio
|
Q4 2024
Reduced 17.68%
|
|
|
Boston Trust Walden Corp
|
Jan 24, 2025 Q4 2024 |
5,862
shares
|
$3.52 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
5,861
shares
|
$3.52 Million
1.19% of portfolio
|
Q4 2024
Reduced 7.09%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
5,861
shares
|
$3.52 Million
1.14% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson Square Capital, LLC
|
Jan 15, 2025 Q4 2024 |
5,860
shares
|
$3.52 Million
0.9% of portfolio
|
Q4 2024
Reduced 1.18%
|