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 |
|---|---|---|---|---|---|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
835
shares
|
$500,949
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jan 24, 2025 Q4 2024 |
834
shares
|
$500,349
0.11% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Oct 22, 2024 Q1 2024 |
834
shares
|
$500,349
0.27% of portfolio
|
Q1 2024
Added 50.0%
|
|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
833
shares
|
$499,750
0.21% of portfolio
|
Q3 2023
Reduced 7.56%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 28, 2025 Q4 2024 |
829
shares
|
$497,350
0.33% of portfolio
|
Q4 2024
Reduced 7.79%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
828
shares
|
$496,750
0.15% of portfolio
|
Q2 2024
Reduced 37.27%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Feb 14, 2025 Q4 2024 |
828
shares
|
$496,750
0.12% of portfolio
|
Q4 2024
Reduced 9.41%
|
|
|
44 Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
827
shares
|
$496,150
0.19% of portfolio
|
Q4 2024
Added 86.68%
|
|
|
Hc Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
827
shares
|
$496,150
0.41% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Feb 12, 2025 Q4 2024 |
825
shares
|
$494,950
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Mittelman Wealth Management
Andover, MA |
Feb 18, 2025 Q4 2024 |
823
shares
|
$493,750
0.45% of portfolio
|
Q4 2024
Reduced 10.64%
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
821
shares
|
$492,550
0.08% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
821
shares
|
$492,550
0.27% of portfolio
|
Q4 2023
Added 0.12%
|
|
|
Forum Private Client Group LLC
|
Feb 13, 2025 Q4 2024 |
816
shares
|
$489,551
0.21% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
814
shares
|
$488,351
0.06% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
Arcadia Investment Management Corp
|
Feb 03, 2025 Q4 2024 |
811
shares
|
$486,551
0.08% of portfolio
|
Q4 2024
Added 10.04%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
811
shares
|
$486,551
0.16% of portfolio
|
Q4 2024
Added 28.32%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
811
shares
|
$486,551
0.14% of portfolio
|
Q2 2024
Reduced 80.39%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
810
shares
|
$485,951
0.03% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Feb 20, 2025 Q4 2024 |
810
shares
|
$485,951
0.55% of portfolio
|
Q4 2024
Added 25.56%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Jan 13, 2025 Q4 2024 |
809
shares
|
$485,351
0.6% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
808
shares
|
$484,751
0.12% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Adell Harriman & Carpenter Inc
|
Jan 30, 2025 Q4 2024 |
808
shares
|
$484,751
0.03% of portfolio
|
Q2 2024
Added 22.8%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Feb 13, 2025 Q4 2024 |
808
shares
|
$484,751
0.18% of portfolio
|
Q4 2024
Reduced 52.33%
|
|
|
Boston Standard Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
805
shares
|
$482,951
0.09% of portfolio
|
Q4 2024
Added 14.02%
|