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 |
|---|---|---|---|---|---|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Jan 29, 2025 Q4 2024 |
743
shares
|
$445,755
0.24% of portfolio
|
Q2 2024
Reduced 50.03%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Feb 03, 2025 Q4 2024 |
743
shares
|
$445,755
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
742
shares
|
$445,155
0.29% of portfolio
|
Q3 2023
Added 26.19%
|
|
|
Gerber, LLC
Columbus, OH |
Feb 10, 2025 Q4 2024 |
741
shares
|
$444,555
0.32% of portfolio
|
Q4 2024
Reduced 23.77%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jan 24, 2025 Q4 2024 |
741
shares
|
$444,555
0.36% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
740
shares
|
$443,955
0.08% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
New England Professional Planning Group Inc.
|
Feb 03, 2025 Q4 2024 |
739
shares
|
$443,355
0.22% of portfolio
|
Q4 2024
Added 20.16%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
738
shares
|
$442,755
0.28% of portfolio
|
Q1 2023
Reduced 59.27%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Jan 22, 2025 Q4 2024 |
735
shares
|
$440,955
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jan 30, 2025 Q4 2024 |
730
shares
|
$437,956
0.15% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
730
shares
|
$437,956
0.06% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
727
shares
|
$436,156
0.15% of portfolio
|
Q4 2024
Added 19.57%
|
|
|
Matisse Capital
|
Jan 24, 2025 Q4 2024 |
726
shares
|
$435,556
0.22% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
726
shares
|
$435,556
0.16% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
724
shares
|
$434,356
0.16% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
723
shares
|
$433,756
0.15% of portfolio
|
Q4 2024
Added 131.73%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
723
shares
|
$433,756
0.37% of portfolio
|
Q1 2024
Added 0.98%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jan 23, 2025 Q4 2024 |
723
shares
|
$433,756
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Jan 29, 2025 Q4 2024 |
723
shares
|
$433,756
0.11% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Kaye Capital Management
El Segundo, CA |
Jan 15, 2025 Q4 2024 |
722
shares
|
$433,156
0.21% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
David Kennon Inc
Sarasota, FL |
Jan 22, 2025 Q4 2024 |
721
shares
|
$432,556
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Level Financial Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
720
shares
|
$431,956
0.17% of portfolio
|
Q3 2024
Added 40.9%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Jan 29, 2025 Q4 2024 |
720
shares
|
$431,956
0.09% of portfolio
|
Q4 2024
Added 18.03%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
720
shares
|
$431,956
0.01% of portfolio
|
Q4 2024
Reduced 95.53%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
719
shares
|
$431,356
0.43% of portfolio
|
Q3 2022
Reduced 29.44%
|