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 |
|---|---|---|---|---|---|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
4,881
shares
|
$2.93 Million
2.67% of portfolio
|
Q4 2024
New holding
|
|
|
Pavion Blue Capital, LLC
|
Feb 03, 2025 Q4 2024 |
4,880
shares
|
$2.93 Million
1.36% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
4,874
shares
|
$2.92 Million
0.25% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Mathes Company, Inc.
|
Jan 31, 2025 Q4 2024 |
4,870
shares
|
$2.92 Million
1.04% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
4,867
shares
|
$2.92 Million
1.66% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
4,864
shares
|
$2.92 Million
0.78% of portfolio
|
Q4 2024
Reduced 7.97%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
4,856
shares
|
$2.91 Million
1.94% of portfolio
|
Q4 2024
Added 42.82%
|
|
|
Cadinha & CO LLC
|
Jan 15, 2025 Q4 2024 |
4,854
shares
|
$2.91 Million
0.48% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Private Wealth Group, LLC
|
Jan 17, 2025 Q4 2024 |
4,852
shares
|
$2.91 Million
1.43% of portfolio
|
Q4 2022
Added 38.31%
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
4,843
shares
|
$2.91 Million
1.23% of portfolio
|
Q4 2024
Added 280.44%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
4,835
shares
|
$2.9 Million
0.02% of portfolio
|
Q3 2024
Added 502.12%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
4,817
shares
|
$2.89 Million
0.23% of portfolio
|
Q4 2024
Added 36.54%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
4,811
shares
|
$2.89 Million
0.37% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
4,807
shares
|
$2.88 Million
0.68% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Searle & Co.
|
Feb 14, 2025 Q4 2024 |
4,806
shares
|
$2.88 Million
0.82% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Feb 05, 2025 Q4 2024 |
4,806
shares
|
$2.88 Million
2.8% of portfolio
|
Q4 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Feb 10, 2025 Q4 2024 |
4,804
shares
|
$2.88 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Rational Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
4,800
shares
|
$2.88 Million
0.32% of portfolio
|
Q4 2024
Added 362.43%
|
|
|
Noked Israel LTD
Ramat Hasharon, L3 |
Feb 14, 2025 Q4 2024 |
4,794
shares
|
$2.88 Million
0.55% of portfolio
|
Q4 2023
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
4,790
shares
|
$2.87 Million
0.26% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
4,777
shares
|
$2.87 Million
0.53% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,774
shares
|
$2.86 Million
0.7% of portfolio
|
Q2 2022
Reduced 2.41%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
4,771
shares
|
$2.86 Million
1.4% of portfolio
|
Q4 2024
Added 463.28%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Jan 31, 2025 Q4 2024 |
4,768
shares
|
$2.86 Million
2.2% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
4,764
shares
|
$2.86 Million
0.78% of portfolio
|
Q3 2024
Reduced 34.5%
|