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 |
|---|---|---|---|---|---|
|
Warren Street Wealth Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
1,833
shares
|
$1.09 Million
0.45% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jan 17, 2025 Q4 2024 |
1,831
shares
|
$1.09 Million
0.45% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
1,826
shares
|
$1.09 Million
0.3% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
1,825
shares
|
$1.09 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
1,824
shares
|
$1.09 Million
0.28% of portfolio
|
Q4 2024
Added 54.71%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Feb 07, 2025 Q4 2024 |
1,823
shares
|
$1.09 Million
0.56% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
1,820
shares
|
$1.09 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Feb 25, 2025 Q4 2024 |
1,820
shares
|
$1.09 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Elm Partners Management LLC
|
Feb 13, 2025 Q4 2024 |
1,816
shares
|
$1.08 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
1,812
shares
|
$1.08 Million
0.14% of portfolio
|
Q3 2023
Added 8.7%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Feb 12, 2025 Q4 2024 |
1,811
shares
|
$1.08 Million
0.41% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Angeles Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
1,810
shares
|
$1.08 Million
0.05% of portfolio
|
Q3 2024
Reduced 15.42%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,808
shares
|
$1.08 Million
0.97% of portfolio
|
Q4 2024
Reduced 32.94%
|
|
|
Intellus Advisors LLC
Naples, FL |
Feb 11, 2025 Q4 2024 |
1,805
shares
|
$1.08 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Feb 05, 2025 Q4 2024 |
1,800
shares
|
$1.07 Million
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
Wj Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
1,798
shares
|
$1.07 Million
0.39% of portfolio
|
Q4 2024
Reduced 8.27%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
1,794
shares
|
$1.07 Million
0.42% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Cache Tech Inc.
Logan, UT |
Feb 13, 2025 Q4 2024 |
1,792
shares
|
$1.07 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Buckhead Capital Management LLC
|
Jan 29, 2025 Q4 2024 |
1,791
shares
|
$1.07 Million
0.35% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,790
shares
|
$1.07 Million
0.06% of portfolio
|
Q2 2023
Added 4.74%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
1,790
shares
|
$1.07 Million
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
1,789
shares
|
$1.07 Million
0.49% of portfolio
|
Q2 2024
Added 2.64%
|
|
|
Capital Counsel LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
1,788
shares
|
$1.07 Million
0.05% of portfolio
|
Q4 2024
Added 21.3%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
1,784
shares
|
$1.07 Million
0.21% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
1,778
shares
|
$1.06 Million
0.2% of portfolio
|
Q4 2024
Added 1.77%
|