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 |
|---|---|---|---|---|---|
|
Cardinal Capital Management
|
Jan 31, 2025 Q4 2024 |
590
shares
|
$353,964
0.06% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Westfield Capital Management CO LP
Boston, MA |
Feb 11, 2025 Q4 2024 |
590
shares
|
$353,964
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Feb 05, 2025 Q4 2024 |
590
shares
|
$353,964
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
589
shares
|
$353,364
0.3% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Harfst & Associates, Inc.
|
Feb 04, 2025 Q4 2024 |
588
shares
|
$352,764
0.07% of portfolio
|
Q3 2024
Added 21.99%
|
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
587
shares
|
$352,164
1.3% of portfolio
|
Q3 2022
Reduced 95.87%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
585
shares
|
$350,964
0.11% of portfolio
|
Q3 2024
Added 29.42%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
584
shares
|
$350,364
0.62% of portfolio
|
Q4 2024
Added 9.87%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Feb 11, 2025 Q4 2024 |
582
shares
|
$349,165
0.08% of portfolio
|
Q4 2024
Added 44.06%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Feb 14, 2025 Q4 2024 |
582
shares
|
$349,165
6.49% of portfolio
|
Q4 2024
New holding
|
|
|
Axos Invest Inc.
Las Vegas, NV |
Jan 28, 2025 Q4 2024 |
581
shares
|
$348,565
0.25% of portfolio
|
Q4 2024
Reduced 10.89%
|
|
|
Brown Financial Advisory
|
Jan 23, 2025 Q4 2024 |
579
shares
|
$347,365
0.24% of portfolio
|
Q1 2024
Added 3.02%
|
|
|
Astoria Strategic Wealth, Inc.
|
Jan 17, 2025 Q4 2024 |
578
shares
|
$346,765
0.1% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
578
shares
|
$346,765
0.13% of portfolio
|
Q1 2023
Added 0.52%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
576
shares
|
$345,565
0.03% of portfolio
|
Q3 2023
Reduced 5.73%
|
|
|
Drw Securities, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
576
shares
|
$345,565
0.01% of portfolio
|
Q4 2024
Reduced 99.93%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Feb 03, 2025 Q4 2024 |
575
shares
|
$344,965
0.09% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
572
shares
|
$343,165
0.06% of portfolio
|
Q4 2024
Reduced 10.9%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Feb 10, 2025 Q4 2024 |
572
shares
|
$343,165
0.17% of portfolio
|
Q2 2024
Added 27.96%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Jan 23, 2025 Q4 2024 |
570
shares
|
$341,965
0.03% of portfolio
|
Q4 2024
Added 159.09%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
570
shares
|
$341,965
0.06% of portfolio
|
Q4 2024
Reduced 9.81%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
569
shares
|
$341,365
0.1% of portfolio
|
Q1 2023
Added 0.71%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Feb 14, 2025 Q4 2024 |
569
shares
|
$341,365
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Feb 13, 2025 Q4 2024 |
569
shares
|
$341,365
0.2% of portfolio
|
Q4 2024
Added 55.46%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Feb 12, 2025 Q4 2024 |
567
shares
|
$340,165
0.14% of portfolio
|
Q4 2024
Added 0.18%
|