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 |
|---|---|---|---|---|---|
|
Commons Capital, LLC
Needham, MA |
Jan 17, 2025 Q4 2024 |
457
shares
|
$274,172
0.24% of portfolio
|
Q4 2024
Added 14.82%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
456
shares
|
$273,572
0.07% of portfolio
|
Q3 2023
Added 3.17%
|
|
|
Mjp Associates Inc
|
Feb 14, 2025 Q4 2024 |
454
shares
|
$272,372
0.05% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
454
shares
|
$272,372
0.07% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Westhampton Capital, LLC
|
Jan 23, 2025 Q4 2024 |
454
shares
|
$272,372
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Regency Capital Management Inc.\De
|
Jan 21, 2025 Q4 2024 |
454
shares
|
$272,372
0.16% of portfolio
|
Q3 2024
Added 14.36%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
453
shares
|
$271,772
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
452
shares
|
$271,172
0.02% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
452
shares
|
$271,172
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Lauterbach Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
451
shares
|
$270,572
0.17% of portfolio
|
Q4 2024
Reduced 14.91%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jan 24, 2025 Q4 2024 |
451
shares
|
$270,572
0.13% of portfolio
|
Q3 2024
Reduced 36.21%
|
|
|
Schulhoff & CO Inc
|
Feb 05, 2025 Q4 2024 |
450
shares
|
$269,973
0.12% of portfolio
|
Q2 2024
Reduced 5.26%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
449
shares
|
$269,373
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jan 22, 2025 Q4 2024 |
448
shares
|
$268,773
0.12% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jan 29, 2025 Q4 2024 |
447
shares
|
$268,173
0.04% of portfolio
|
Q4 2024
Reduced 46.01%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
445
shares
|
$266,973
0.34% of portfolio
|
Q1 2024
Reduced 21.93%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jan 23, 2025 Q4 2024 |
445
shares
|
$266,973
0.05% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
444
shares
|
$266,373
0.1% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
443
shares
|
$265,773
0.12% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Pachira Investments Inc.
|
Jan 29, 2025 Q4 2024 |
442
shares
|
$265,173
0.17% of portfolio
|
Q3 2024
Added 6.0%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
442
shares
|
$265,173
0.06% of portfolio
|
Q2 2023
Reduced 38.35%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jan 03, 2025 Q4 2024 |
442
shares
|
$265,173
0.14% of portfolio
|
Q4 2024
Reduced 7.92%
|
|
|
Dorval Corp
Maple Grove, MN |
Jan 29, 2025 Q4 2024 |
441
shares
|
$264,573
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Feb 12, 2025 Q4 2024 |
437
shares
|
$262,173
0.0% of portfolio
|
Q4 2024
Reduced 12.95%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Feb 10, 2025 Q4 2024 |
437
shares
|
$262,173
0.14% of portfolio
|
Q4 2024
Added 8.17%
|