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 |
|---|---|---|---|---|---|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jan 23, 2025 Q4 2024 |
2,124
shares
|
$1.27 Million
1.13% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Jan 30, 2025 Q4 2024 |
2,124
shares
|
$1.27 Million
1.23% of portfolio
|
Q4 2024
Reduced 6.02%
|
|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
2,123
shares
|
$1.27 Million
0.19% of portfolio
|
Q4 2024
Added 26.07%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
2,123
shares
|
$1.27 Million
0.98% of portfolio
|
Q4 2024
Added 106.32%
|
|
|
Mc Guire Investment Group, LLC
|
Jan 21, 2025 Q4 2024 |
2,121
shares
|
$1.27 Million
0.19% of portfolio
|
Q3 2023
Reduced 8.14%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Jan 16, 2025 Q4 2024 |
2,121
shares
|
$1.27 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
2,121
shares
|
$1.27 Million
1.35% of portfolio
|
Q4 2024
New holding
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
2,117
shares
|
$1.26 Million
0.21% of portfolio
|
Q4 2024
Reduced 4.94%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Feb 03, 2025 Q4 2024 |
2,113
shares
|
$1.26 Million
0.8% of portfolio
|
Q4 2024
Added 29.08%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
2,110
shares
|
$1.26 Million
0.55% of portfolio
|
Q4 2024
Reduced 9.52%
|
|
|
Kooman & Associates
Altoona, PA |
Feb 03, 2025 Q4 2024 |
2,109
shares
|
$1.26 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
2,106
shares
|
$1.26 Million
0.14% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
2,103
shares
|
$1.26 Million
0.08% of portfolio
|
Q4 2024
Reduced 53.16%
|
|
|
Horan Securities, Inc.
|
Feb 07, 2025 Q4 2024 |
2,103
shares
|
$1.26 Million
0.47% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Green Square Capital Advisors LLC
|
Feb 14, 2025 Q4 2024 |
2,096
shares
|
$1.25 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Independent Investors Inc
|
Jan 27, 2025 Q4 2024 |
2,089
shares
|
$1.25 Million
0.24% of portfolio
|
Q3 2024
Added 19.03%
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
2,078
shares
|
$1.24 Million
0.42% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Roof Eidam & Maycock
|
Feb 13, 2025 Q4 2024 |
2,071
shares
|
$1.24 Million
0.32% of portfolio
|
Q4 2024
Added 21.04%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
2,070
shares
|
$1.24 Million
0.44% of portfolio
|
Q4 2024
Reduced 12.99%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
2,070
shares
|
$1.24 Million
0.4% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jan 06, 2025 Q4 2024 |
2,070
shares
|
$1.24 Million
0.67% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jan 29, 2025 Q4 2024 |
2,069
shares
|
$1.24 Million
0.64% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Jan 13, 2025 Q4 2024 |
2,062
shares
|
$1.23 Million
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Family Office Research LLC
Bethesda, MD |
Feb 13, 2025 Q4 2024 |
2,061
shares
|
$1.23 Million
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
2,060
shares
|
$1.23 Million
0.37% of portfolio
|
Q4 2024
Reduced 4.72%
|