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 4,983 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 $357 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
2,209
shares
|
$1.32 Million
0.31% of portfolio
|
Q2 2024
Reduced 5.84%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
2,208
shares
|
$1.32 Million
0.13% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
2,204
shares
|
$1.32 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
2,203
shares
|
$1.32 Million
0.14% of portfolio
|
Q4 2024
Reduced 15.43%
|
|
|
Estate Counselors, LLC
|
Feb 14, 2025 Q4 2024 |
2,200
shares
|
$1.31 Million
0.36% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
2,196
shares
|
$1.31 Million
0.86% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 28, 2025 Q4 2024 |
2,191
shares
|
$1.31 Million
0.65% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
2,188
shares
|
$1.31 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Granite Bay Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
2,180
shares
|
$1.3 Million
0.47% of portfolio
|
Q4 2024
Added 29.68%
|
|
|
Von Berge Wealth Management Group, LLC
|
Feb 06, 2025 Q4 2024 |
2,175
shares
|
$1.3 Million
0.81% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Feb 13, 2025 Q4 2024 |
2,161
shares
|
$1.29 Million
0.16% of portfolio
|
Q4 2024
Reduced 15.59%
|
|
|
Vaughan & CO Securities, Inc.
|
Jan 27, 2025 Q4 2024 |
2,159
shares
|
$1.29 Million
0.77% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Buffington Mohr Mc Neal
|
Jan 22, 2025 Q4 2024 |
2,158
shares
|
$1.29 Million
0.21% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Wealth Bridge Investment Counsel Inc.
|
Jan 15, 2025 Q4 2024 |
2,157
shares
|
$1.29 Million
0.46% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
2,153
shares
|
$1.29 Million
0.1% of portfolio
|
Q4 2021
Reduced 4.4%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Feb 12, 2025 Q4 2024 |
2,150
shares
|
$1.28 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
2,148
shares
|
$1.28 Million
0.34% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Papp L Roy & Associates
|
Jan 29, 2025 Q4 2024 |
2,144
shares
|
$1.28 Million
0.16% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
2,141
shares
|
$1.28 Million
0.25% of portfolio
|
Q4 2024
Reduced 4.89%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Jan 24, 2025 Q4 2024 |
2,141
shares
|
$1.28 Million
0.34% of portfolio
|
Q3 2024
Reduced 13.6%
|
|
|
Radnor Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,134
shares
|
$1.27 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
2,132
shares
|
$1.27 Million
0.24% of portfolio
|
Q1 2023
Reduced 40.99%
|
|
|
Capital Investment Counsel, Inc
|
Feb 03, 2025 Q4 2024 |
2,127
shares
|
$1.27 Million
0.19% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jan 27, 2025 Q4 2024 |
2,125
shares
|
$1.27 Million
0.77% of portfolio
|
Q2 2024
Reduced 4.19%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
2,124
shares
|
$1.27 Million
0.38% of portfolio
|
Q4 2024
Added 15.81%
|