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 |
|---|---|---|---|---|---|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
1,029
shares
|
$617,338
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
1,028
shares
|
$616,738
0.08% of portfolio
|
Q4 2024
Added 10.66%
|
|
|
Steinberg Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,028
shares
|
$616,738
0.46% of portfolio
|
Q3 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
1,025
shares
|
$614,938
0.03% of portfolio
|
Q4 2024
Added 27.01%
|
|
|
Eastover Investment Advisors LLC
|
Jan 10, 2025 Q4 2024 |
1,025
shares
|
$614,938
0.28% of portfolio
|
Q2 2022
Added 1.49%
|
|
|
Wolff Financial Management LLC
|
Jan 21, 2025 Q4 2024 |
1,025
shares
|
$614,938
0.17% of portfolio
|
Q1 2024
Reduced 30.27%
|
|
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
Feb 04, 2025 Q4 2024 |
1,022
shares
|
$613,138
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Research Inc
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,021
shares
|
$612,538
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
1,019
shares
|
$611,338
0.26% of portfolio
|
Q4 2024
Reduced 25.51%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Jan 14, 2025 Q4 2024 |
1,016
shares
|
$609,539
0.41% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Penn Davis Mcfarland Inc
|
Jan 16, 2025 Q4 2024 |
1,013
shares
|
$607,739
0.07% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
1,011
shares
|
$606,539
0.13% of portfolio
|
Q2 2024
Added 3.16%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
1,009
shares
|
$605,339
0.68% of portfolio
|
Q2 2022
Reduced 9.43%
|
|
|
Athena Investment Management
|
Feb 05, 2025 Q4 2024 |
1,006
shares
|
$603,539
0.37% of portfolio
|
Q1 2022
New holding
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jan 15, 2025 Q4 2024 |
1,003
shares
|
$601,739
0.07% of portfolio
|
Q2 2024
Added 0.3%
|
|
|
Rezny Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
1,001
shares
|
$600,539
0.15% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
1,000
shares
|
$599,940
0.03% of portfolio
|
Q2 2022
Reduced 4.31%
|
|
|
Waypoint Wealth Partners Inc.
|
Jan 30, 2025 Q4 2024 |
1,000
shares
|
$599,940
0.17% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Feb 14, 2025 Q4 2024 |
1,000
shares
|
$599,940
0.02% of portfolio
|
Q1 2021
Reduced 6.54%
|
|
|
Courage Capital Management LLC
Nashville, TN |
Feb 14, 2025 Q4 2024 |
1,000
shares
|
$599,940
1.21% of portfolio
|
Q4 2024
New holding
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
999
shares
|
$599,340
0.2% of portfolio
|
Q1 2019
New holding
|
|
|
Rhumbline Advisers
Boston, MA |
Jan 30, 2025 Q4 2024 |
998
shares
|
$598,740
0.0% of portfolio
|
Q4 2023
Reduced 7.42%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Feb 14, 2025 Q4 2024 |
998
shares
|
$598,740
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
996
shares
|
$597,540
0.26% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
994
shares
|
$596,340
0.15% of portfolio
|
Q4 2024
Added 1.64%
|