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 |
|---|---|---|---|---|---|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
1,368
shares
|
$816,983
0.23% of portfolio
|
Q4 2024
Reduced 7.94%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
1,367
shares
|
$816,386
0.19% of portfolio
|
Q3 2023
Reduced 18.44%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
1,366
shares
|
$815,788
0.27% of portfolio
|
Q2 2024
Reduced 20.02%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
1,359
shares
|
$811,608
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Jan 28, 2025 Q4 2024 |
1,358
shares
|
$811,011
0.55% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
1,358
shares
|
$811,011
0.17% of portfolio
|
Q2 2022
Reduced 5.1%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
1,358
shares
|
$811,011
0.61% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Feb 12, 2025 Q4 2024 |
1,355
shares
|
$809,219
0.54% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
1,353
shares
|
$808,025
0.02% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
1,353
shares
|
$808,025
0.52% of portfolio
|
Q2 2024
Added 0.3%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
1,350
shares
|
$806,233
0.13% of portfolio
|
Q4 2024
Reduced 11.76%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
1,348
shares
|
$805,039
0.7% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Symmetry Partners, LLC
|
Feb 11, 2025 Q4 2024 |
1,342
shares
|
$801,455
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Feb 13, 2025 Q4 2024 |
1,341
shares
|
$800,858
0.55% of portfolio
|
Q4 2023
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,339
shares
|
$799,664
0.83% of portfolio
|
Q3 2022
Reduced 21.47%
|
|
|
Kraft Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,339
shares
|
$799,664
0.65% of portfolio
|
Q3 2024
Reduced 15.04%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Feb 03, 2025 Q4 2024 |
1,339
shares
|
$799,664
0.1% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,337
shares
|
$798,469
0.37% of portfolio
|
Q4 2021
Reduced 13.85%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Feb 11, 2025 Q4 2024 |
1,336
shares
|
$797,872
0.56% of portfolio
|
Q4 2024
Added 17.71%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Feb 07, 2025 Q4 2024 |
1,331
shares
|
$794,886
0.26% of portfolio
|
Q4 2024
Added 10.18%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
1,324
shares
|
$790,706
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
1,322
shares
|
$789,511
0.33% of portfolio
|
Q3 2021
Reduced 6.04%
|
|
|
Planning Center, Inc.
|
Jan 22, 2025 Q4 2024 |
1,320
shares
|
$788,317
0.14% of portfolio
|
Q4 2024
Reduced 13.21%
|
|
|
Center For Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
1,320
shares
|
$788,317
0.5% of portfolio
|
Q4 2024
Added 5.68%
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
1,320
shares
|
$788,317
0.32% of portfolio
|
Q4 2024
Added 88.84%
|