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 |
|---|---|---|---|---|---|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
719
shares
|
$431,356
0.43% of portfolio
|
Q3 2022
Reduced 29.44%
|
|
|
Cox Capital Mgt LLC
|
Jan 14, 2025 Q4 2024 |
717
shares
|
$430,156
0.28% of portfolio
|
Q4 2024
Added 33.52%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
716
shares
|
$429,557
0.13% of portfolio
|
Q4 2024
Reduced 10.61%
|
|
|
Summit Global Investments
Bountiful, UT |
Feb 11, 2025 Q4 2024 |
716
shares
|
$429,557
0.03% of portfolio
|
Q4 2024
Reduced 83.36%
|
|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
715
shares
|
$428,957
0.35% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
715
shares
|
$428,957
0.14% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Tanager Wealth Management LLP
|
Jan 27, 2025 Q4 2024 |
714
shares
|
$428,357
0.05% of portfolio
|
Q4 2024
Reduced 7.15%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
714
shares
|
$428,357
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
713
shares
|
$427,757
0.17% of portfolio
|
Q4 2024
Reduced 10.54%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
712
shares
|
$427,157
0.3% of portfolio
|
Q4 2024
Added 189.43%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jan 31, 2025 Q4 2024 |
711
shares
|
$426,557
0.09% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Atwater Malick LLC
|
Jan 15, 2025 Q4 2024 |
710
shares
|
$425,957
0.14% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Ahl Investment Management, Inc.
|
Jan 16, 2025 Q4 2024 |
705
shares
|
$422,957
0.29% of portfolio
|
Q2 2024
Reduced 1.4%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 14, 2025 Q4 2024 |
705
shares
|
$422,957
0.1% of portfolio
|
Q3 2023
Added 48.42%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 22, 2025 Q4 2024 |
704
shares
|
$422,357
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Ade, LLC
|
Jan 16, 2025 Q4 2024 |
703
shares
|
$421,757
0.26% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
703
shares
|
$421,757
0.21% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
702
shares
|
$421,157
0.21% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Jan 30, 2025 Q4 2024 |
701
shares
|
$420,557
0.18% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Presidio Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
700
shares
|
$419,958
0.21% of portfolio
|
Q4 2024
Reduced 9.91%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
700
shares
|
$419,958
0.03% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Decatur Capital Management, Inc.
Decatur, GA |
Feb 13, 2025 Q4 2024 |
700
shares
|
$419,958
0.19% of portfolio
|
Q2 2023
Reduced 0.28%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
700
shares
|
$419,958
0.16% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
696
shares
|
$417,558
0.25% of portfolio
|
Q1 2024
New holding
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
695
shares
|
$416,958
0.41% of portfolio
|
Q2 2024
Reduced 3.61%
|