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 |
|---|---|---|---|---|---|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
993
shares
|
$595,740
0.08% of portfolio
|
Q2 2023
Reduced 9.48%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Feb 13, 2025 Q4 2024 |
992
shares
|
$595,140
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jan 15, 2025 Q4 2024 |
991
shares
|
$594,540
0.38% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
America First Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
990
shares
|
$593,940
0.14% of portfolio
|
Q4 2024
Reduced 6.95%
|
|
|
Walker Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
989
shares
|
$593,340
0.39% of portfolio
|
Q4 2024
Added 15.54%
|
|
|
De Dora Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
987
shares
|
$592,140
0.17% of portfolio
|
Q4 2024
Added 15.3%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Feb 14, 2025 Q4 2024 |
986
shares
|
$591,540
0.15% of portfolio
|
Q4 2024
Added 9.31%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Feb 10, 2025 Q4 2024 |
985
shares
|
$590,940
0.42% of portfolio
|
Q4 2024
Added 21.01%
|
|
|
Rs Crum Inc.
|
Feb 10, 2025 Q4 2024 |
983
shares
|
$589,741
0.15% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
Feb 05, 2025 Q4 2024 |
983
shares
|
$589,741
0.19% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
982
shares
|
$589,141
0.26% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Kwmg, LLC
|
Jan 13, 2025 Q4 2024 |
981
shares
|
$588,541
0.06% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Retirement Solution Inc.
|
Feb 07, 2025 Q4 2024 |
981
shares
|
$588,541
0.39% of portfolio
|
Q4 2024
Reduced 43.03%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
981
shares
|
$588,541
0.51% of portfolio
|
Q4 2024
Added 23.86%
|
|
|
Check Capital Management Inc
|
Jan 30, 2025 Q4 2024 |
978
shares
|
$586,741
0.02% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Jan 17, 2025 Q4 2024 |
978
shares
|
$586,741
0.17% of portfolio
|
Q4 2024
Added 48.41%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jan 17, 2025 Q4 2024 |
978
shares
|
$586,741
0.17% of portfolio
|
Q4 2024
Reduced 70.85%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
975
shares
|
$584,941
0.27% of portfolio
|
Q3 2024
Added 36.36%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Feb 14, 2025 Q4 2024 |
970
shares
|
$581,941
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Seven Bridge Financial Group, LLC
|
Feb 12, 2025 Q4 2024 |
969
shares
|
$581,341
0.11% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
964
shares
|
$578,342
0.1% of portfolio
|
Q1 2023
Reduced 14.08%
|
|
|
Gfg Capital, LLC
|
Jan 30, 2025 Q4 2024 |
964
shares
|
$578,342
0.15% of portfolio
|
Q4 2024
Added 29.57%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Feb 13, 2025 Q4 2024 |
963
shares
|
$577,742
0.25% of portfolio
|
Q4 2024
Reduced 17.2%
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
962
shares
|
$577,142
0.15% of portfolio
|
Q4 2024
Added 9.32%
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Jan 28, 2025 Q4 2024 |
957
shares
|
$574,142
0.53% of portfolio
|
Q4 2024
New holding
|