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 |
|---|---|---|---|---|---|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jan 28, 2025 Q4 2024 |
1,313
shares
|
$784,136
0.53% of portfolio
|
Q4 2024
Added 38.5%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,312
shares
|
$783,539
0.19% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Ipswich Investment Management Co., Inc.
|
Feb 03, 2025 Q4 2024 |
1,311
shares
|
$782,942
0.19% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
1,310
shares
|
$782,345
0.72% of portfolio
|
Q3 2024
Reduced 8.07%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
1,309
shares
|
$781,747
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
1,308
shares
|
$781,150
0.13% of portfolio
|
Q4 2024
Added 19.89%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
1,308
shares
|
$781,150
0.89% of portfolio
|
Q4 2024
Reduced 9.17%
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
Feb 10, 2025 Q4 2024 |
1,306
shares
|
$779,956
0.29% of portfolio
|
Q4 2024
Reduced 8.67%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
1,303
shares
|
$778,164
0.12% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jan 15, 2025 Q4 2024 |
1,301
shares
|
$776,970
0.25% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Manuka Financial, LLC
Richmond, VA |
Jan 23, 2025 Q4 2024 |
1,301
shares
|
$776,970
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Feb 07, 2025 Q4 2024 |
1,298
shares
|
$775,178
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Trecaso Financial Group, LLC
|
Jan 17, 2025 Q4 2024 |
1,297
shares
|
$774,581
0.25% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
1,297
shares
|
$774,581
0.11% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jan 16, 2025 Q4 2024 |
1,295
shares
|
$773,386
0.54% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jan 29, 2025 Q4 2024 |
1,294
shares
|
$772,789
0.17% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
1,294
shares
|
$772,789
0.31% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
1,291
shares
|
$770,998
0.19% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
1,290
shares
|
$770,400
0.37% of portfolio
|
Q4 2024
Added 13.86%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
1,288
shares
|
$769,206
0.42% of portfolio
|
Q4 2022
Added 2.47%
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
1,287
shares
|
$768,609
0.72% of portfolio
|
Q1 2024
Added 2.63%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
1,285
shares
|
$767,414
0.47% of portfolio
|
Q3 2023
Reduced 1.68%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
1,285
shares
|
$767,414
0.14% of portfolio
|
Q3 2024
Added 11.84%
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
1,282
shares
|
$765,623
0.31% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Silver Lake Advisory, LLC
|
Jan 21, 2025 Q4 2024 |
1,281
shares
|
$765,026
0.17% of portfolio
|
Q4 2024
Added 6.04%
|