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 |
|---|---|---|---|---|---|
|
Fiat Wealth Management LLC
Wayzata, MN |
May 03, 2024 Q4 2023 |
663
shares
|
$397,760
3.99% of portfolio
|
Q4 2023
New holding
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Jan 17, 2025 Q4 2024 |
662
shares
|
$397,160
1.16% of portfolio
|
Q4 2024
Reduced 60.12%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
662
shares
|
$397,160
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Feb 05, 2025 Q4 2024 |
661
shares
|
$396,560
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Feb 13, 2025 Q4 2024 |
660
shares
|
$395,960
0.21% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
658
shares
|
$394,760
0.19% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
655
shares
|
$392,960
0.26% of portfolio
|
Q4 2024
Added 25.48%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Jan 14, 2025 Q4 2024 |
654
shares
|
$392,360
0.82% of portfolio
|
Q3 2024
New holding
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Feb 04, 2025 Q4 2024 |
654
shares
|
$392,360
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
653
shares
|
$391,760
0.3% of portfolio
|
Q1 2024
New holding
|
|
|
Advisors Management Group Inc
|
Jan 14, 2025 Q4 2024 |
652
shares
|
$391,160
0.09% of portfolio
|
Q4 2024
Added 14.99%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
650
shares
|
$389,961
0.08% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
649
shares
|
$389,361
0.08% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
648
shares
|
$388,761
0.23% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jan 22, 2025 Q4 2024 |
647
shares
|
$388,161
0.25% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Feb 14, 2025 Q4 2024 |
646
shares
|
$387,561
0.14% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
646
shares
|
$387,561
0.21% of portfolio
|
Q1 2024
Added 0.16%
|
|
|
Wt Wealth Management
|
Feb 04, 2025 Q4 2024 |
645
shares
|
$386,961
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Eliot Finkel Investment Counsel, LLC
|
Feb 05, 2025 Q4 2024 |
645
shares
|
$386,961
0.24% of portfolio
|
Q3 2023
New holding
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Feb 11, 2025 Q4 2024 |
645
shares
|
$386,961
0.3% of portfolio
|
Q2 2024
New holding
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
643
shares
|
$385,761
0.08% of portfolio
|
Q4 2024
Added 10.1%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
643
shares
|
$385,761
0.12% of portfolio
|
Q4 2024
Reduced 11.07%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
640
shares
|
$383,961
0.08% of portfolio
|
Q3 2024
Added 13.07%
|
|
|
Applied Capital LLC
|
Jan 23, 2025 Q4 2024 |
640
shares
|
$383,961
0.2% of portfolio
|
Q4 2024
Reduced 8.96%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
639
shares
|
$383,361
0.09% of portfolio
|
Q4 2024
Added 5.27%
|