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 |
|---|---|---|---|---|---|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Feb 18, 2025 Q4 2024 |
5,188
shares
|
$3.11 Million
1.41% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Retireful, LLC
|
Jan 14, 2025 Q4 2024 |
5,183
shares
|
$3.11 Million
1.74% of portfolio
|
Q4 2024
Reduced 67.98%
|
|
|
Noesis Capital Mangement Corp
|
Feb 05, 2025 Q4 2024 |
5,174
shares
|
$3.1 Million
0.58% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
5,168
shares
|
$3.1 Million
1.18% of portfolio
|
Q2 2024
Reduced 4.31%
|
|
|
Next Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
5,165
shares
|
$3.1 Million
1.24% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
5,160
shares
|
$3.1 Million
0.64% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
5,152
shares
|
$3.09 Million
1.2% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
5,151
shares
|
$3.09 Million
0.36% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
5,143
shares
|
$3.09 Million
0.11% of portfolio
|
Q3 2022
Added 1.14%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
5,138
shares
|
$3.08 Million
0.41% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Grange Capital, LLC
Beaverton, OR |
Jan 21, 2025 Q4 2024 |
5,125
shares
|
$3.07 Million
3.15% of portfolio
|
Q4 2024
New holding
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Feb 06, 2025 Q4 2024 |
5,117
shares
|
$3.07 Million
1.58% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Cottage Street Advisors LLC
|
Feb 11, 2025 Q4 2024 |
5,115
shares
|
$3.07 Million
1.56% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Sather Financial Group Inc
|
Jan 29, 2025 Q4 2024 |
5,112
shares
|
$3.07 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
5,110
shares
|
$3.07 Million
0.33% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Bank Ozk
|
Feb 05, 2025 Q4 2024 |
5,109
shares
|
$3.07 Million
1.3% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Feb 14, 2025 Q4 2024 |
5,094
shares
|
$3.06 Million
1.43% of portfolio
|
Q4 2024
Added 8.52%
|
|
|
Lawson Kroeker Investment Management Inc
|
Jan 23, 2025 Q4 2024 |
5,083
shares
|
$3.05 Million
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
5,081
shares
|
$3.05 Million
0.31% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
5,078
shares
|
$3.05 Million
0.58% of portfolio
|
Q4 2024
Added 15.96%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
5,078
shares
|
$3.05 Million
0.43% of portfolio
|
Q4 2024
Reduced 15.59%
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
5,062
shares
|
$3.04 Million
1.3% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
5,059
shares
|
$3.04 Million
0.19% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
5,052
shares
|
$3.03 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Feb 14, 2025 Q4 2024 |
5,052
shares
|
$3.03 Million
0.62% of portfolio
|
Q4 2024
New holding
|