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 |
|---|---|---|---|---|---|
|
Mechanics Financial Corp
|
Feb 12, 2025 Q4 2024 |
521
shares
|
$312,568
0.14% of portfolio
|
Q2 2024
Reduced 3.34%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
520
shares
|
$311,968
0.23% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
520
shares
|
$311,968
0.12% of portfolio
|
Q3 2024
Added 25.96%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Feb 13, 2025 Q4 2024 |
516
shares
|
$309,569
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Community Bank Of Raymore
|
Jan 16, 2025 Q4 2024 |
515
shares
|
$308,969
0.24% of portfolio
|
Q3 2024
Reduced 7.71%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
514
shares
|
$308,369
0.17% of portfolio
|
Q1 2024
Reduced 41.72%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
514
shares
|
$308,369
0.05% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
513
shares
|
$307,769
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Strategies Group, Inc.
|
Jan 24, 2025 Q4 2024 |
513
shares
|
$307,769
0.07% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
513
shares
|
$307,769
0.04% of portfolio
|
Q4 2024
Added 632.86%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Feb 11, 2025 Q4 2024 |
513
shares
|
$307,769
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Straight Path Wealth Management
|
Feb 06, 2025 Q4 2024 |
512
shares
|
$307,169
0.13% of portfolio
|
Q4 2024
Reduced 4.48%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
512
shares
|
$307,169
0.01% of portfolio
|
Q4 2024
Added 17.43%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Feb 05, 2025 Q4 2024 |
510
shares
|
$305,969
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Elefante Mark B
Boston, MA |
Feb 13, 2025 Q4 2024 |
510
shares
|
$305,969
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
509
shares
|
$305,369
0.09% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 30, 2025 Q4 2024 |
509
shares
|
$305,369
0.0% of portfolio
|
Q4 2024
Reduced 70.18%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Feb 13, 2025 Q4 2024 |
508
shares
|
$304,769
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
508
shares
|
$304,769
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Stillwater Capital Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
507
shares
|
$304,169
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jan 22, 2025 Q4 2024 |
505
shares
|
$302,969
0.1% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Detalus Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
504
shares
|
$302,369
0.1% of portfolio
|
Q4 2024
Reduced 10.64%
|
|
|
Vantage Investment Partners, LLC
|
Jan 22, 2025 Q4 2024 |
504
shares
|
$302,369
0.03% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jan 23, 2025 Q4 2024 |
504
shares
|
$302,369
0.18% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jan 17, 2025 Q4 2024 |
504
shares
|
$302,369
0.24% of portfolio
|
Q4 2024
Added 1.0%
|