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 |
|---|---|---|---|---|---|
|
Entrewealth, LLC
Austin, TX |
Feb 10, 2025 Q4 2024 |
804
shares
|
$482,351
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Feb 14, 2025 Q4 2024 |
804
shares
|
$482,351
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Financial Strategies Group, LLC
|
Feb 06, 2025 Q4 2024 |
803
shares
|
$481,751
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
803
shares
|
$481,751
0.07% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
West Hill Financial Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
802
shares
|
$481,151
0.11% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Jan 15, 2025 Q4 2024 |
802
shares
|
$481,151
0.03% of portfolio
|
Q4 2024
Added 41.95%
|
|
|
Baxter Bros Inc
|
Feb 11, 2025 Q4 2024 |
801
shares
|
$480,551
0.06% of portfolio
|
Q2 2024
Added 1.65%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
800
shares
|
$479,952
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Bollard Group LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
800
shares
|
$479,952
0.01% of portfolio
|
Q4 2023
Reduced 70.99%
|
|
|
Clifford Group, LLC
Wayland, MA |
Feb 12, 2025 Q4 2024 |
799
shares
|
$479,352
0.36% of portfolio
|
Q4 2024
Added 5.83%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
798
shares
|
$478,752
0.53% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Feb 04, 2025 Q4 2024 |
797
shares
|
$478,152
0.05% of portfolio
|
Q4 2024
Reduced 41.01%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
794
shares
|
$476,352
0.75% of portfolio
|
Q4 2024
Added 22.91%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Feb 06, 2025 Q4 2024 |
794
shares
|
$476,352
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
792
shares
|
$475,152
0.14% of portfolio
|
Q4 2023
Reduced 18.52%
|
|
|
Harbor Advisory Corp
|
Jan 29, 2025 Q4 2024 |
791
shares
|
$474,552
0.15% of portfolio
|
Q3 2023
Reduced 1.86%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Feb 14, 2025 Q4 2024 |
791
shares
|
$474,552
0.11% of portfolio
|
Q4 2024
Reduced 50.5%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
790
shares
|
$473,952
0.01% of portfolio
|
Q3 2022
Added 6.9%
|
|
|
Gimbal Financial
Carmel, IN |
Jan 31, 2025 Q4 2024 |
790
shares
|
$473,952
0.38% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
789
shares
|
$473,352
0.29% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
788
shares
|
$472,752
0.06% of portfolio
|
Q4 2024
Reduced 13.6%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Feb 06, 2025 Q4 2024 |
787
shares
|
$472,152
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Crew Capital Management, Ltd.
|
Feb 06, 2025 Q4 2024 |
783
shares
|
$469,753
0.4% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 15, 2025 Q4 2024 |
782
shares
|
$469,153
0.32% of portfolio
|
Q4 2024
Reduced 7.13%
|
|
|
Kensington Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
781
shares
|
$468,553
0.19% of portfolio
|
Q4 2024
Added 11.1%
|