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 |
|---|---|---|---|---|---|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
169,270
shares
|
$102 Million
42.51% of portfolio
|
Q4 2022
Reduced 3.6%
|
|
|
Scharf Investments, LLC
|
Jan 23, 2025 Q4 2024 |
167,474
shares
|
$100 Million
3.32% of portfolio
|
Q4 2024
Added 314.84%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
166,986
shares
|
$100 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
166,740
shares
|
$100 Million
1.01% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
164,515
shares
|
$98.7 Million
0.4% of portfolio
|
Q4 2024
Added 1096666.62%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jan 23, 2025 Q4 2024 |
163,160
shares
|
$97.9 Million
15.59% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
162,643
shares
|
$97.6 Million
6.71% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Feb 12, 2025 Q4 2024 |
161,670
shares
|
$97 Million
2.46% of portfolio
|
Q4 2024
Reduced 71.3%
|
|
|
Jump Financial, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
160,003
shares
|
$96 Million
2.18% of portfolio
|
Q4 2024
Added 43616.67%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
159,157
shares
|
$95.5 Million
3.37% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
158,437
shares
|
$95.1 Million
0.08% of portfolio
|
Q1 2024
Reduced 68.67%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
158,434
shares
|
$95.1 Million
1.76% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Marest Capital, LLC
Tarzana, CA |
Jan 23, 2025 Q4 2024 |
157,965
shares
|
$94.8 Million
74.83% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
156,792
shares
|
$94.1 Million
3.2% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
156,718
shares
|
$94 Million
1.56% of portfolio
|
Q4 2024
Added 17.71%
|
|
|
Msa Advisors, LLC
Santa Monica, CA |
Feb 12, 2025 Q4 2024 |
154,578
shares
|
$92.7 Million
22.66% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
153,953
shares
|
$92.4 Million
9.78% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
153,720
shares
|
$92.2 Million
0.78% of portfolio
|
Q4 2024
Added 5.48%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
152,782
shares
|
$91.7 Million
17.06% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
151,891
shares
|
$91.1 Million
1.73% of portfolio
|
Q4 2024
Added 46.54%
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2025 Q4 2024 |
151,879
shares
|
$91.1 Million
6.1% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
150,627
shares
|
$90.4 Million
1.73% of portfolio
|
Q1 2023
Reduced 0.69%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
150,502
shares
|
$90.3 Million
10.1% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
150,336
shares
|
$90.2 Million
1.25% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Feb 12, 2025 Q4 2024 |
149,465
shares
|
$89.7 Million
0.07% of portfolio
|
Q4 2024
Reduced 22.13%
|