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 |
|---|---|---|---|---|---|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
637
shares
|
$382,161
0.1% of portfolio
|
Q4 2024
Added 15825.0%
|
|
|
Sterling Investment Counsel, LLC
|
Jan 22, 2025 Q4 2024 |
635
shares
|
$380,961
0.25% of portfolio
|
Q4 2024
Reduced 84.72%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Feb 11, 2025 Q4 2024 |
635
shares
|
$380,961
0.19% of portfolio
|
Q1 2024
Added 3.25%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 10, 2025 Q4 2024 |
634
shares
|
$380,361
0.26% of portfolio
|
Q4 2024
Added 6.91%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
634
shares
|
$380,361
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Feb 07, 2025 Q4 2024 |
632
shares
|
$379,162
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
629
shares
|
$377,362
0.18% of portfolio
|
Q2 2023
New holding
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Jan 28, 2025 Q4 2024 |
628
shares
|
$376,762
0.67% of portfolio
|
Q4 2024
Reduced 24.43%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
627
shares
|
$376,162
0.1% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Helium Advisors LLC
Everett, WA |
Feb 18, 2025 Q4 2024 |
627
shares
|
$376,162
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
626
shares
|
$375,562
0.17% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Planning Directions Inc
|
Feb 06, 2025 Q4 2024 |
625
shares
|
$374,962
0.22% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
625
shares
|
$374,962
0.15% of portfolio
|
Q1 2024
Reduced 18.09%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Feb 04, 2025 Q4 2024 |
625
shares
|
$374,962
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
623
shares
|
$373,762
0.06% of portfolio
|
Q1 2024
Reduced 24.94%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
623
shares
|
$373,762
0.11% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Efg Asset Management (Americas) Corp.
|
Feb 06, 2025 Q4 2024 |
622
shares
|
$373,162
0.07% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Jan 28, 2025 Q4 2024 |
621
shares
|
$372,562
0.18% of portfolio
|
Q4 2024
Added 21.05%
|
|
|
Nova Point Capital, LLC
|
Jan 27, 2025 Q4 2024 |
619
shares
|
$371,362
0.11% of portfolio
|
Q4 2024
Reduced 7.34%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
618
shares
|
$370,762
0.15% of portfolio
|
Q4 2024
Reduced 50.95%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Feb 04, 2025 Q4 2024 |
617
shares
|
$370,162
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Mendel Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
616
shares
|
$369,563
0.22% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
616
shares
|
$369,563
0.22% of portfolio
|
Q3 2022
Reduced 44.9%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
616
shares
|
$369,563
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
615
shares
|
$368,963
0.15% of portfolio
|
Q1 2024
New holding
|