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 |
|---|---|---|---|---|---|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Jan 14, 2025 Q4 2024 |
415
shares
|
$248,975
0.01% of portfolio
|
Q1 2024
Reduced 74.01%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jan 27, 2025 Q4 2024 |
414
shares
|
$248,375
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Feb 07, 2025 Q4 2024 |
412
shares
|
$247,175
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Prodigy Asset Management LLC
Omaha, NE |
Feb 13, 2025 Q4 2024 |
411
shares
|
$246,575
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
410
shares
|
$245,975
0.16% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
410
shares
|
$245,975
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Southern Capital Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
409
shares
|
$245,375
0.13% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
408
shares
|
$244,775
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Feb 12, 2025 Q4 2024 |
406
shares
|
$243,575
0.26% of portfolio
|
Q3 2024
Reduced 19.28%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jan 23, 2025 Q4 2024 |
406
shares
|
$243,575
0.18% of portfolio
|
Q4 2024
Reduced 16.97%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Feb 05, 2025 Q4 2024 |
405
shares
|
$242,975
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Illumine Investment Management, LLC
Poulsbo, WA |
Feb 05, 2025 Q4 2024 |
405
shares
|
$242,975
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Avalon Advisory Group
Wexford, PA |
Jan 15, 2025 Q4 2024 |
403
shares
|
$241,775
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
First Bank & Trust
|
Feb 03, 2025 Q4 2024 |
402
shares
|
$241,175
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Murphy Pohlad Asset Management LLC
|
Jan 23, 2025 Q4 2024 |
402
shares
|
$241,175
0.1% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Cadence Wealth Management LLC
Westborough, MA |
Feb 10, 2025 Q4 2024 |
402
shares
|
$241,175
0.16% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Jan 30, 2025 Q4 2024 |
401
shares
|
$240,575
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
400
shares
|
$239,976
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Thomas Story & Son LLC
Culver, IN |
Jan 28, 2025 Q4 2024 |
400
shares
|
$239,976
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Grand Jean Capital Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
400
shares
|
$239,976
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Moller Financial Services
|
Jan 07, 2025 Q4 2024 |
399
shares
|
$239,376
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jan 17, 2025 Q4 2024 |
399
shares
|
$239,376
0.12% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Melone Private Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
398
shares
|
$238,776
0.12% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Cmc Financial Group
Atlanta, GA |
Feb 11, 2025 Q4 2024 |
398
shares
|
$238,776
0.67% of portfolio
|
Q4 2024
Reduced 19.92%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
397
shares
|
$238,176
0.02% of portfolio
|
Q4 2024
New holding
|