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 |
|---|---|---|---|---|---|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Feb 11, 2025 Q4 2024 |
504
shares
|
$302,369
0.06% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Feb 14, 2025 Q4 2024 |
503
shares
|
$301,769
0.18% of portfolio
|
Q3 2024
Reduced 31.75%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Jan 24, 2025 Q4 2024 |
503
shares
|
$301,769
0.06% of portfolio
|
Q4 2024
Reduced 5.63%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
502
shares
|
$301,169
0.1% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Feb 19, 2025 Q4 2024 |
502
shares
|
$301,169
0.27% of portfolio
|
Q4 2024
Reduced 32.07%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Feb 03, 2025 Q4 2024 |
502
shares
|
$301,169
0.19% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
500
shares
|
$299,970
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
500
shares
|
$299,970
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
500
shares
|
$299,970
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
498
shares
|
$298,770
0.04% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
497
shares
|
$298,170
0.12% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
495
shares
|
$296,970
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Summitry LLC
Foster City, CA |
Feb 11, 2025 Q4 2024 |
494
shares
|
$296,370
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
493
shares
|
$295,770
0.09% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
493
shares
|
$295,770
0.38% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Cohen Lawrence B
Boston, MA |
Feb 09, 2024 Q4 2023 |
491
shares
|
$294,570
11.35% of portfolio
|
Q4 2023
Reduced 91.5%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
490
shares
|
$293,970
0.08% of portfolio
|
Q3 2024
Reduced 14.04%
|
|
|
Viawealth, LLC
Overland Park, KS |
Feb 11, 2025 Q4 2024 |
489
shares
|
$293,370
0.17% of portfolio
|
Q1 2023
New holding
|
|
|
Schiavi & CO LLC
Wilmington, DE |
Feb 13, 2025 Q4 2024 |
488
shares
|
$292,770
0.11% of portfolio
|
Q4 2023
Reduced 5.43%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jan 14, 2025 Q4 2024 |
488
shares
|
$292,770
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
D. Scott Neal, Inc.
|
Jan 14, 2025 Q4 2024 |
486
shares
|
$291,570
0.16% of portfolio
|
Q4 2024
Reduced 93.7%
|
|
|
Clay Northam Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
486
shares
|
$291,570
0.19% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
484
shares
|
$290,370
0.14% of portfolio
|
Q3 2023
Reduced 3.2%
|
|
|
Private Management Group Inc
|
Jan 27, 2025 Q4 2024 |
484
shares
|
$290,370
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
482
shares
|
$289,171
0.27% of portfolio
|
Q3 2024
New holding
|