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 |
|---|---|---|---|---|---|
|
One Advisory Partners, LLC
|
Jan 21, 2025 Q4 2024 |
1,659
shares
|
$990,771
0.44% of portfolio
|
Q1 2024
Reduced 3.1%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
1,659
shares
|
$990,771
0.67% of portfolio
|
Q4 2024
Added 30.53%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
1,656
shares
|
$988,979
0.07% of portfolio
|
Q4 2024
Added 27.78%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Feb 14, 2025 Q4 2024 |
1,656
shares
|
$988,979
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jan 14, 2025 Q4 2024 |
1,653
shares
|
$987,188
0.36% of portfolio
|
Q4 2024
Added 7.41%
|
|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
1,651
shares
|
$985,993
0.55% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
1,649
shares
|
$984,799
0.41% of portfolio
|
Q4 2024
Added 22.06%
|
|
|
Unison Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
1,645
shares
|
$982,410
0.47% of portfolio
|
Q1 2024
Added 29.22%
|
|
|
Inkwell Capital LLC
Miami, FL |
Feb 12, 2025 Q4 2024 |
1,645
shares
|
$982,410
1.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
1,641
shares
|
$980,021
1.15% of portfolio
|
Q4 2023
Reduced 33.08%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Feb 03, 2025 Q4 2024 |
1,640
shares
|
$979,424
0.44% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
1,639
shares
|
$978,827
0.28% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
1,637
shares
|
$977,632
0.03% of portfolio
|
Q4 2024
Added 16.43%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
1,636
shares
|
$977,035
0.62% of portfolio
|
Q1 2024
Reduced 69.14%
|
|
|
Goldstream Capital Management LTD
|
Feb 14, 2025 Q4 2024 |
1,635
shares
|
$976,438
0.27% of portfolio
|
Q4 2024
Added 92.35%
|
|
|
Signet Investment Advisory Group, Inc.
|
Jan 29, 2025 Q4 2024 |
1,632
shares
|
$974,646
0.49% of portfolio
|
Q3 2024
Added 89.55%
|
|
|
Hwg Holdings LP
Houston, TX |
Oct 23, 2024 Q3 2024 |
1,631
shares
|
$974,049
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Kidder Stephen W
|
Feb 12, 2025 Q4 2024 |
1,630
shares
|
$973,452
0.29% of portfolio
|
Q4 2024
Added 5.16%
|
|
|
Dock Street Asset Management Inc
|
Jan 28, 2025 Q4 2024 |
1,629
shares
|
$972,855
0.12% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Feb 11, 2025 Q4 2024 |
1,628
shares
|
$972,257
0.06% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
626 Financial, LLC
|
Jan 14, 2025 Q4 2024 |
1,627
shares
|
$971,660
0.53% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
1,627
shares
|
$971,660
0.11% of portfolio
|
Q4 2022
Reduced 0.12%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
1,623
shares
|
$969,271
0.31% of portfolio
|
Q4 2024
Reduced 6.99%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
1,618
shares
|
$966,285
0.03% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Stack Financial Management, Inc
|
Feb 04, 2025 Q4 2024 |
1,615
shares
|
$964,494
0.09% of portfolio
|
Q4 2024
Added 4.19%
|