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 |
|---|---|---|---|---|---|
|
Lester Murray Antman Dba Simply Rich
|
Jan 29, 2025 Q4 2024 |
694
shares
|
$416,358
0.12% of portfolio
|
Q3 2024
Reduced 27.1%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
693
shares
|
$415,758
0.14% of portfolio
|
Q4 2024
Added 39.16%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
690
shares
|
$413,958
0.11% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Feb 13, 2025 Q4 2024 |
690
shares
|
$413,958
0.11% of portfolio
|
Q4 2024
Reduced 30.3%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Feb 03, 2025 Q4 2024 |
688
shares
|
$412,758
0.14% of portfolio
|
Q4 2024
Added 9.9%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
687
shares
|
$412,158
0.01% of portfolio
|
Q3 2024
Added 45.24%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jan 13, 2025 Q4 2024 |
687
shares
|
$412,158
0.26% of portfolio
|
Q4 2024
Added 12.25%
|
|
|
Renasant Bank
|
Feb 10, 2025 Q4 2024 |
685
shares
|
$410,958
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Francis Financial, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
685
shares
|
$410,958
0.1% of portfolio
|
Q4 2024
Reduced 69.43%
|
|
|
Ford Financial Group, LLC
|
May 11, 2023 Q1 2023 |
684
shares
|
$410,358
11.87% of portfolio
|
Q1 2023
Reduced 83.33%
|
|
|
Oak Asset Management, LLC
|
Jan 13, 2025 Q4 2024 |
684
shares
|
$410,358
0.15% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
682
shares
|
$409,159
0.15% of portfolio
|
Q2 2024
Added 27.0%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
678
shares
|
$406,759
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
678
shares
|
$406,759
0.42% of portfolio
|
Q3 2024
Added 10.42%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
677
shares
|
$406,159
0.16% of portfolio
|
Q4 2024
Reduced 5.05%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jan 24, 2025 Q4 2024 |
672
shares
|
$403,159
0.19% of portfolio
|
Q1 2024
Reduced 60.14%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Feb 04, 2025 Q4 2024 |
671
shares
|
$402,559
0.26% of portfolio
|
Q4 2024
Reduced 6.15%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
671
shares
|
$402,559
0.37% of portfolio
|
Q4 2024
Added 23.57%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Feb 11, 2025 Q4 2024 |
670
shares
|
$401,959
0.11% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Jan 24, 2025 Q4 2024 |
670
shares
|
$401,959
0.09% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jan 27, 2025 Q4 2024 |
668
shares
|
$400,759
0.28% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Baugh & Associates, LLC
|
Jan 16, 2025 Q4 2024 |
667
shares
|
$400,159
0.2% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Feb 13, 2025 Q4 2024 |
666
shares
|
$399,560
0.05% of portfolio
|
Q2 2020
New holding
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
665
shares
|
$398,960
0.22% of portfolio
|
Q2 2024
Added 1.22%
|
|
|
Miller Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
664
shares
|
$398,360
0.2% of portfolio
|
Q4 2024
Added 0.3%
|