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 |
|---|---|---|---|---|---|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,516
shares
|
$905,370
0.15% of portfolio
|
Q4 2024
Reduced 78.17%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,516
shares
|
$905,370
0.2% of portfolio
|
Q4 2024
Added 22.06%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
1,507
shares
|
$899,995
0.17% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
1,505
shares
|
$898,801
0.33% of portfolio
|
Q4 2024
Reduced 6.98%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Feb 06, 2025 Q4 2024 |
1,505
shares
|
$898,801
0.88% of portfolio
|
Q1 2024
New holding
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Jan 28, 2025 Q4 2024 |
1,504
shares
|
$898,203
0.74% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Feb 13, 2025 Q4 2024 |
1,503
shares
|
$897,606
0.5% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Cim, LLC
|
Jan 16, 2025 Q3 2024 |
1,502
shares
|
$897,009
0.12% of portfolio
|
Q2 2024
Reduced 0.92%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
1,502
shares
|
$897,009
0.36% of portfolio
|
Q4 2024
Reduced 6.07%
|
|
|
Camden National Bank
Camden, ME |
Feb 07, 2025 Q4 2024 |
1,500
shares
|
$895,815
0.14% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Osprey Private Wealth LLC
New York, NY |
Jan 27, 2025 Q4 2024 |
1,500
shares
|
$895,815
0.61% of portfolio
|
Q3 2024
New holding
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jan 17, 2025 Q4 2024 |
1,495
shares
|
$892,828
0.11% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Encompass Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
1,493
shares
|
$891,634
0.36% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Family Capital Trust CO
|
Jan 28, 2025 Q4 2024 |
1,492
shares
|
$891,037
0.3% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Abundance Wealth Counselors
|
Jan 24, 2025 Q4 2024 |
1,491
shares
|
$890,440
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
1,489
shares
|
$889,245
0.44% of portfolio
|
Q4 2024
Reduced 7.23%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
1,488
shares
|
$888,648
0.14% of portfolio
|
Q4 2024
Reduced 3.25%
|
|
|
Nichols & Pratt Advisers LLP
|
Feb 05, 2025 Q4 2024 |
1,486
shares
|
$887,454
0.06% of portfolio
|
Q2 2024
Added 4.13%
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
1,485
shares
|
$886,856
0.42% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
1,483
shares
|
$885,662
0.09% of portfolio
|
Q4 2024
Reduced 22.56%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
1,481
shares
|
$884,468
0.18% of portfolio
|
Q1 2023
Reduced 32.59%
|
|
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
Feb 14, 2025 Q4 2024 |
1,478
shares
|
$882,676
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Fenimore Asset Management Inc
|
Jan 21, 2025 Q4 2024 |
1,477
shares
|
$882,079
0.02% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Feb 14, 2025 Q4 2024 |
1,474
shares
|
$880,287
0.61% of portfolio
|
Q4 2023
Reduced 0.27%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
1,474
shares
|
$880,287
0.5% of portfolio
|
Q3 2024
Reduced 3.6%
|