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 |
|---|---|---|---|---|---|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
5,333
shares
|
$3.2 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Stevard, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
5,324
shares
|
$3.19 Million
11.65% of portfolio
|
Q3 2024
Reduced 46.18%
|
|
|
Waters Parkerson & Co., LLC
|
Feb 14, 2025 Q4 2024 |
5,321
shares
|
$3.19 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Feb 14, 2025 Q4 2024 |
5,319
shares
|
$3.19 Million
1.24% of portfolio
|
Q2 2023
Reduced 12.1%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
5,317
shares
|
$3.19 Million
0.35% of portfolio
|
Q4 2024
Reduced 5.39%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
5,316
shares
|
$3.19 Million
1.68% of portfolio
|
Q4 2024
Added 6.28%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
5,313
shares
|
$3.19 Million
0.54% of portfolio
|
Q4 2024
Reduced 7.41%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 17, 2025 Q4 2024 |
5,308
shares
|
$3.18 Million
2.25% of portfolio
|
Q4 2024
Added 21.08%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
5,303
shares
|
$3.18 Million
0.89% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
5,300
shares
|
$3.18 Million
1.38% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
5,295
shares
|
$3.18 Million
0.74% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Epiq Partners, LLC
|
Jan 22, 2025 Q4 2024 |
5,269
shares
|
$3.16 Million
1.97% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
5,249
shares
|
$3.15 Million
1.19% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
5,248
shares
|
$3.15 Million
0.06% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
5,245
shares
|
$3.15 Million
0.74% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
5,241
shares
|
$3.14 Million
0.3% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
5,239
shares
|
$3.14 Million
0.63% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
5,236
shares
|
$3.14 Million
0.49% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
5,215
shares
|
$3.13 Million
1.31% of portfolio
|
Q4 2024
Reduced 65.7%
|
|
|
Mcdaniel Terry & CO
|
Feb 03, 2025 Q4 2024 |
5,203
shares
|
$3.12 Million
0.25% of portfolio
|
Q3 2024
Added 36.35%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Feb 13, 2025 Q4 2024 |
5,203
shares
|
$3.12 Million
1.16% of portfolio
|
Q4 2024
Added 76.31%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
5,202
shares
|
$3.12 Million
2.35% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Financial Advisors Network, Inc.
|
Feb 14, 2025 Q4 2024 |
5,200
shares
|
$3.12 Million
0.51% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Peterson Wealth Services
|
Jan 29, 2025 Q4 2024 |
5,192
shares
|
$3.11 Million
0.92% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Augustine Asset Management Inc
|
Jan 29, 2025 Q4 2024 |
5,192
shares
|
$3.11 Million
0.85% of portfolio
|
Q4 2024
Added 15.38%
|