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 |
|---|---|---|---|---|---|
|
Vista Finance, LLC
|
Jan 30, 2025 Q4 2024 |
543
shares
|
$325,767
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
First National Advisers, LLC
Omaha, NE |
Feb 10, 2025 Q4 2024 |
543
shares
|
$325,767
0.05% of portfolio
|
Q4 2024
Reduced 13.4%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
542
shares
|
$325,167
0.07% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jan 15, 2025 Q4 2024 |
542
shares
|
$325,167
0.24% of portfolio
|
Q4 2024
Reduced 6.87%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
540
shares
|
$323,967
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
536
shares
|
$321,567
0.15% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
535
shares
|
$320,967
0.14% of portfolio
|
Q1 2022
Reduced 2.73%
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
Feb 03, 2025 Q4 2024 |
535
shares
|
$320,967
0.12% of portfolio
|
Q1 2024
Reduced 1.83%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Jan 28, 2025 Q4 2024 |
535
shares
|
$320,967
0.19% of portfolio
|
Q4 2024
Added 8.3%
|
|
|
Aquire Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
534
shares
|
$320,367
0.1% of portfolio
|
Q4 2024
Added 5.74%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Jan 28, 2025 Q4 2024 |
534
shares
|
$320,367
0.21% of portfolio
|
Q4 2024
Added 30.56%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
533
shares
|
$319,768
0.28% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Somerville Kurt F
|
Feb 12, 2025 Q4 2024 |
533
shares
|
$319,768
0.05% of portfolio
|
Q4 2024
Added 9.67%
|
|
|
Disciplined Equity Management, Inc.
|
Jan 21, 2025 Q4 2024 |
532
shares
|
$319,168
0.2% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Feb 13, 2025 Q4 2024 |
531
shares
|
$318,568
0.06% of portfolio
|
Q4 2024
Added 17.22%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Feb 14, 2025 Q4 2024 |
530
shares
|
$317,968
0.23% of portfolio
|
Q2 2023
Reduced 30.26%
|
|
|
Northstar Asset Management Inc
Boston, MA |
Jan 31, 2025 Q4 2024 |
529
shares
|
$317,368
0.09% of portfolio
|
Q4 2024
Reduced 53.14%
|
|
|
United Bank
|
Feb 12, 2025 Q4 2024 |
528
shares
|
$316,768
0.13% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Feb 10, 2025 Q4 2024 |
528
shares
|
$316,768
0.21% of portfolio
|
Q2 2024
Reduced 1.31%
|
|
|
Dagco, Inc.
|
Feb 13, 2025 Q4 2024 |
527
shares
|
$316,168
0.11% of portfolio
|
Q4 2024
Added 127.16%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Feb 12, 2025 Q4 2024 |
527
shares
|
$316,168
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
527
shares
|
$316,168
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jan 15, 2025 Q4 2024 |
526
shares
|
$315,568
0.18% of portfolio
|
Q4 2024
Reduced 14.47%
|
|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
524
shares
|
$314,368
0.15% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Oak Family Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
523
shares
|
$313,768
0.11% of portfolio
|
Q4 2024
Added 0.19%
|