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 |
|---|---|---|---|---|---|
|
Elite Wealth Management, Inc.
|
Feb 03, 2025 Q4 2024 |
4,612
shares
|
$2.77 Million
0.67% of portfolio
|
Q4 2024
Reduced 5.38%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
4,611
shares
|
$2.77 Million
0.73% of portfolio
|
Q1 2023
Reduced 1.2%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
4,608
shares
|
$2.76 Million
0.23% of portfolio
|
Q4 2024
Added 171.54%
|
|
|
Bull Street Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,607
shares
|
$2.76 Million
1.3% of portfolio
|
Q4 2023
Reduced 1.07%
|
|
|
Bennett Selby Investments LP
|
Jan 21, 2025 Q4 2024 |
4,589
shares
|
$2.75 Million
1.07% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
4,585
shares
|
$2.75 Million
0.3% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
4,584
shares
|
$2.75 Million
0.58% of portfolio
|
Q4 2024
Added 285.86%
|
|
|
Marshall & Sullivan Inc
|
Jan 13, 2025 Q4 2024 |
4,582
shares
|
$2.75 Million
1.41% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Miramar Fiduciary Corp
Reno, NV |
Feb 13, 2025 Q4 2024 |
4,580
shares
|
$2.75 Million
2.77% of portfolio
|
Q4 2024
Reduced 14.38%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
4,557
shares
|
$2.73 Million
1.15% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
4,556
shares
|
$2.73 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
4,554
shares
|
$2.73 Million
1.42% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
4,553
shares
|
$2.73 Million
7.3% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Madrona Financial Services, LLC
|
Jan 17, 2025 Q4 2024 |
4,552
shares
|
$2.73 Million
0.77% of portfolio
|
Q4 2024
Reduced 4.03%
|
|
|
Suncoast Equity Management
|
Feb 03, 2025 Q4 2024 |
4,550
shares
|
$2.73 Million
0.3% of portfolio
|
Q4 2024
Added 57.77%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
4,543
shares
|
$2.73 Million
0.2% of portfolio
|
Q3 2024
Reduced 7.15%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
4,534
shares
|
$2.72 Million
0.57% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Feb 13, 2025 Q4 2024 |
4,530
shares
|
$2.72 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Feb 06, 2025 Q4 2024 |
4,513
shares
|
$2.71 Million
0.22% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
In Track Investment Management Inc
|
Jan 15, 2025 Q4 2024 |
4,509
shares
|
$2.71 Million
1.84% of portfolio
|
Q4 2024
Reduced 8.35%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
4,508
shares
|
$2.7 Million
0.5% of portfolio
|
Q1 2023
Added 0.42%
|
|
|
Tufton Capital Management
|
Feb 05, 2025 Q4 2024 |
4,493
shares
|
$2.7 Million
0.5% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
4,493
shares
|
$2.7 Million
0.15% of portfolio
|
Q4 2024
Added 43.09%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jan 14, 2025 Q4 2024 |
4,491
shares
|
$2.69 Million
0.5% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
4,479
shares
|
$2.69 Million
0.15% of portfolio
|
Q3 2023
Added 111.57%
|