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 |
|---|---|---|---|---|---|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
957
shares
|
$574,142
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Lee Johnson Capital Management, LLC
|
Jan 16, 2025 Q4 2024 |
956
shares
|
$573,542
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Anchor Capital Advisors LLC
|
Feb 05, 2025 Q4 2024 |
954
shares
|
$572,342
0.02% of portfolio
|
Q4 2024
Added 46.09%
|
|
|
Morton Community Bank
East Peoria, IL |
Feb 07, 2025 Q4 2024 |
954
shares
|
$572,342
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
951
shares
|
$570,542
0.09% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Feb 12, 2025 Q4 2024 |
948
shares
|
$568,743
0.25% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
946
shares
|
$567,543
0.02% of portfolio
|
Q4 2024
Reduced 9.13%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
945
shares
|
$566,943
0.23% of portfolio
|
Q2 2023
Added 0.53%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
944
shares
|
$566,343
0.07% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Feb 10, 2025 Q4 2024 |
944
shares
|
$566,343
0.21% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
943
shares
|
$565,743
0.08% of portfolio
|
Q4 2024
Added 18.92%
|
|
|
O'Brien Wealth Partners LLC
|
Jan 28, 2025 Q4 2024 |
942
shares
|
$565,143
0.1% of portfolio
|
Q4 2024
Reduced 33.57%
|
|
|
Requisite Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
941
shares
|
$564,543
0.12% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
940
shares
|
$563,943
0.15% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
940
shares
|
$563,943
0.29% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
936
shares
|
$561,543
0.04% of portfolio
|
Q2 2024
Added 5.88%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jan 28, 2025 Q4 2024 |
936
shares
|
$561,543
0.37% of portfolio
|
Q3 2024
Reduced 9.83%
|
|
|
Dopkins Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
935
shares
|
$560,943
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Feb 06, 2025 Q4 2024 |
935
shares
|
$560,943
0.15% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Allied Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
934
shares
|
$560,343
0.11% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
934
shares
|
$560,343
0.08% of portfolio
|
Q4 2024
Reduced 11.8%
|
|
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
Jan 28, 2025 Q4 2024 |
933
shares
|
$559,744
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Fulcrum Capital LLC
|
Jan 13, 2025 Q4 2024 |
930
shares
|
$557,944
0.12% of portfolio
|
Q1 2022
Reduced 9.36%
|
|
|
Tepp Ria, LLC
Westfield, NJ |
Feb 12, 2025 Q4 2024 |
930
shares
|
$557,944
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Feb 03, 2025 Q4 2024 |
929
shares
|
$557,344
0.33% of portfolio
|
Q4 2024
Added 3.22%
|