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 |
|---|---|---|---|---|---|
|
David R. Rahn & Associates Inc.
|
Feb 04, 2025 Q4 2024 |
1,414
shares
|
$844,454
0.28% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Taylor Wealth Management Partners
Boston, MA |
Aug 12, 2022 Q2 2022 |
1,414
shares
|
$844,454
0.3% of portfolio
|
Q2 2022
New holding
|
|
|
Buttonwood Financial Advisors Inc.
|
Jan 22, 2025 Q4 2024 |
1,413
shares
|
$843,857
0.37% of portfolio
|
Q3 2024
Added 20.15%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Feb 12, 2025 Q4 2024 |
1,412
shares
|
$843,260
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
1,410
shares
|
$842,066
0.09% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Innealta Capital, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
1,410
shares
|
$842,066
0.46% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
1,407
shares
|
$840,274
0.26% of portfolio
|
Q4 2024
Added 36.73%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Feb 13, 2025 Q4 2024 |
1,404
shares
|
$838,482
0.48% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Pennsylvania Capital Management Inc
|
Jan 24, 2025 Q4 2024 |
1,403
shares
|
$837,885
0.3% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Feb 14, 2025 Q4 2024 |
1,401
shares
|
$836,691
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Seneca House Advisors
|
Jan 17, 2025 Q4 2024 |
1,400
shares
|
$836,094
0.34% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
1,398
shares
|
$834,899
0.23% of portfolio
|
Q4 2024
Added 7.46%
|
|
|
Wealth Trust Axiom LLC
|
Feb 13, 2025 Q4 2024 |
1,393
shares
|
$831,913
0.25% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,392
shares
|
$831,316
0.3% of portfolio
|
Q4 2024
Added 63.38%
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
1,391
shares
|
$830,719
0.38% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
1,389
shares
|
$829,524
0.32% of portfolio
|
Q4 2024
Reduced 7.95%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
1,382
shares
|
$825,344
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
1,381
shares
|
$824,747
0.09% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
1,380
shares
|
$824,149
0.21% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
1,380
shares
|
$824,149
0.19% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
1,374
shares
|
$820,566
0.05% of portfolio
|
Q3 2022
Added 0.07%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
1,372
shares
|
$819,372
0.06% of portfolio
|
Q4 2024
Added 4.65%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Jan 03, 2025 Q4 2024 |
1,372
shares
|
$819,372
0.33% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
1,370
shares
|
$818,177
0.29% of portfolio
|
Q4 2024
Added 35.91%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
1,369
shares
|
$817,580
0.32% of portfolio
|
Q4 2024
Reduced 19.75%
|