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 4,981 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 $359 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Banque Transatlantique Sa
Paris, I0 |
Feb 14, 2025 Q4 2024 |
1,119
shares
|
$668,277
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Feb 05, 2025 Q4 2024 |
1,117
shares
|
$667,083
0.18% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
1,114
shares
|
$665,291
0.8% of portfolio
|
Q4 2024
Reduced 56.99%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jan 07, 2025 Q4 2024 |
1,113
shares
|
$664,694
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Feb 03, 2025 Q4 2024 |
1,113
shares
|
$664,694
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
1,110
shares
|
$662,903
0.37% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Lincoln Capital LLC
|
Jan 16, 2025 Q4 2024 |
1,106
shares
|
$660,514
0.14% of portfolio
|
Q4 2024
Added 5.74%
|
|
|
Terra Nova Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
1,105
shares
|
$659,917
0.52% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Xcel Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
1,104
shares
|
$659,319
0.18% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
1,101
shares
|
$657,528
0.31% of portfolio
|
Q4 2024
Added 46.8%
|
|
|
True Signal LP
New York, NY |
Jan 26, 2023 Q4 2022 |
1,100
shares
|
$656,931
0.32% of portfolio
|
Q4 2022
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
1,099
shares
|
$656,333
0.28% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
1,098
shares
|
$655,736
0.29% of portfolio
|
Q1 2024
Added 4.08%
|
|
|
Mainstay Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
1,098
shares
|
$655,736
0.11% of portfolio
|
Q4 2024
Added 19.22%
|
|
|
Wilkins Investment Counsel Inc
|
Feb 11, 2025 Q4 2024 |
1,096
shares
|
$654,542
0.09% of portfolio
|
Q1 2024
Reduced 15.43%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
1,096
shares
|
$654,542
0.27% of portfolio
|
Q4 2024
Added 6.0%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Jan 14, 2025 Q4 2024 |
1,096
shares
|
$654,542
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Transatlantique Private Wealth LLC
|
Feb 14, 2025 Q4 2024 |
1,095
shares
|
$653,944
0.26% of portfolio
|
Q3 2024
Added 19.93%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
1,095
shares
|
$653,944
0.43% of portfolio
|
Q4 2024
Reduced 27.44%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
1,095
shares
|
$653,944
0.21% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Chico Wealth Ria
|
Jan 22, 2025 Q4 2024 |
1,094
shares
|
$653,347
0.56% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Feb 03, 2025 Q4 2024 |
1,089
shares
|
$650,361
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Sara Bay Financial
|
Jan 15, 2025 Q4 2024 |
1,088
shares
|
$649,764
0.24% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
1,088
shares
|
$649,764
0.56% of portfolio
|
Q4 2024
Reduced 5.72%
|
|
|
Hamilton Capital Partners, LLC
Atlanta, GA |
Feb 07, 2025 Q4 2024 |
1,088
shares
|
$649,764
0.4% of portfolio
|
Q4 2024
New holding
|