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 |
|---|---|---|---|---|---|
|
Ram Investment Partners, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
1,472
shares
|
$879,093
0.21% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
1,470
shares
|
$877,898
0.55% of portfolio
|
Q4 2022
Reduced 36.61%
|
|
|
Horizon Kinetics Asset Management LLC
|
Feb 10, 2025 Q4 2024 |
1,470
shares
|
$877,898
0.01% of portfolio
|
Q4 2024
Reduced 10.69%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
1,470
shares
|
$877,898
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Feb 13, 2025 Q4 2024 |
1,466
shares
|
$875,509
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Beech Hill Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
1,462
shares
|
$873,121
0.33% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Schaeffer Financial LLC
|
Feb 03, 2025 Q4 2024 |
1,462
shares
|
$873,121
0.85% of portfolio
|
Q4 2024
Added 37.15%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jan 27, 2025 Q4 2024 |
1,462
shares
|
$873,121
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Feb 07, 2025 Q4 2024 |
1,454
shares
|
$868,343
0.38% of portfolio
|
Q2 2024
Reduced 0.89%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
1,453
shares
|
$867,746
0.57% of portfolio
|
Q3 2024
Reduced 94.06%
|
|
|
Wiser Wealth Management, Inc
|
Jan 14, 2025 Q4 2024 |
1,448
shares
|
$864,760
0.24% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
1,447
shares
|
$864,162
0.37% of portfolio
|
Q4 2024
Reduced 17.12%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
1,444
shares
|
$862,371
0.18% of portfolio
|
Q3 2024
Reduced 9.69%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
1,437
shares
|
$858,190
0.49% of portfolio
|
Q4 2024
Added 25.07%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
1,437
shares
|
$858,190
0.25% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,437
shares
|
$858,190
0.09% of portfolio
|
Q4 2024
Reduced 16.11%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
1,435
shares
|
$856,996
0.54% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
1,432
shares
|
$855,204
0.07% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
1,428
shares
|
$852,815
0.27% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
1,427
shares
|
$852,218
0.11% of portfolio
|
Q4 2024
Added 60.34%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Feb 07, 2025 Q4 2024 |
1,426
shares
|
$851,621
0.21% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Jvl Associates LLC
|
Jan 03, 2025 Q4 2024 |
1,424
shares
|
$850,427
0.32% of portfolio
|
Q4 2024
Added 14.75%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Feb 10, 2025 Q4 2024 |
1,423
shares
|
$849,829
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Monument Capital Management
|
Jan 30, 2025 Q4 2024 |
1,422
shares
|
$849,232
0.23% of portfolio
|
Q4 2024
Reduced 10.28%
|
|
|
Life Guide Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,419
shares
|
$847,440
0.36% of portfolio
|
Q4 2024
Reduced 7.44%
|