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 |
|---|---|---|---|---|---|
|
Scholtz & Company, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
1,281
shares
|
$765,026
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
1,281
shares
|
$765,026
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Feb 21, 2025 Q4 2024 |
1,280
shares
|
$764,428
0.53% of portfolio
|
Q4 2024
Reduced 4.69%
|
|
|
Washington Trust Bank
|
Feb 11, 2025 Q4 2024 |
1,279
shares
|
$763,831
0.07% of portfolio
|
Q4 2024
Added 11.12%
|
|
|
Quaker Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,279
shares
|
$763,831
0.27% of portfolio
|
Q3 2024
Reduced 7.65%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Feb 14, 2025 Q4 2024 |
1,279
shares
|
$763,831
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
1,278
shares
|
$763,234
0.27% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
M. Kulyk & Associates, LLC
|
Feb 07, 2025 Q4 2024 |
1,275
shares
|
$761,442
0.17% of portfolio
|
Q4 2024
Added 36.07%
|
|
|
Stanich Group LLC
Montauk, NY |
Jan 30, 2025 Q4 2024 |
1,270
shares
|
$758,456
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Stegner Investment Associates Inc.
|
Feb 06, 2025 Q4 2024 |
1,268
shares
|
$757,262
0.49% of portfolio
|
Q4 2024
Added 30.45%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Feb 10, 2025 Q4 2024 |
1,268
shares
|
$757,262
0.34% of portfolio
|
Q4 2024
Reduced 22.92%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jan 16, 2025 Q4 2024 |
1,268
shares
|
$757,262
0.46% of portfolio
|
Q4 2024
Reduced 59.23%
|
|
|
American Trust Investment Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,267
shares
|
$756,665
0.33% of portfolio
|
Q1 2024
Reduced 15.31%
|
|
|
Monarch Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
1,267
shares
|
$756,665
0.21% of portfolio
|
Q3 2023
Added 15.5%
|
|
|
Vectors Research Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
1,266
shares
|
$756,067
0.25% of portfolio
|
Q4 2024
Reduced 10.59%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Feb 14, 2025 Q4 2024 |
1,262
shares
|
$753,679
0.51% of portfolio
|
Q4 2024
Reduced 18.37%
|
|
|
Stonehearth Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
1,259
shares
|
$751,887
0.3% of portfolio
|
Q3 2024
Added 39.12%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
1,258
shares
|
$751,290
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
1,253
shares
|
$748,304
0.26% of portfolio
|
Q3 2024
Added 8.11%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
1,251
shares
|
$747,109
0.27% of portfolio
|
Q4 2023
Reduced 31.49%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
1,251
shares
|
$747,109
0.37% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Hall Capital Management CO Inc
|
Feb 24, 2025 Q4 2024 |
1,248
shares
|
$745,318
0.34% of portfolio
|
Q4 2024
Added 4.61%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
1,248
shares
|
$745,318
0.08% of portfolio
|
Q4 2024
Added 8.62%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Feb 14, 2025 Q4 2024 |
1,246
shares
|
$744,123
0.27% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
First Bancorp, Inc
|
Jan 21, 2025 Q4 2024 |
1,244
shares
|
$742,929
0.5% of portfolio
|
Q4 2024
Reduced 4.23%
|