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 |
|---|---|---|---|---|---|
|
Koa Wealth Management, LLC
Encinitas, CA |
Jan 23, 2025 Q4 2024 |
396
shares
|
$237,576
0.19% of portfolio
|
Q4 2024
Reduced 21.27%
|
|
|
Hendershot Investments Inc.
|
Jan 28, 2025 Q4 2024 |
395
shares
|
$236,976
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
394
shares
|
$236,376
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
394
shares
|
$236,376
0.24% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
393
shares
|
$235,776
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Bowman & CO S.C.
|
Jan 15, 2025 Q4 2024 |
392
shares
|
$235,176
0.12% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Feb 03, 2025 Q4 2024 |
392
shares
|
$235,176
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Feb 13, 2025 Q4 2024 |
390
shares
|
$233,976
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Feb 12, 2025 Q4 2024 |
390
shares
|
$233,976
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
389
shares
|
$233,376
0.06% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Weybosset Research & Management LLC
|
Jan 10, 2025 Q4 2024 |
388
shares
|
$232,776
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Jan 30, 2025 Q4 2024 |
387
shares
|
$232,176
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Asio Capital, LLC
|
Jan 21, 2025 Q4 2024 |
386
shares
|
$231,576
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
385
shares
|
$230,976
0.15% of portfolio
|
Q2 2024
Added 40.0%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
383
shares
|
$229,777
0.03% of portfolio
|
Q1 2024
Reduced 12.36%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jan 23, 2025 Q4 2024 |
383
shares
|
$229,777
0.11% of portfolio
|
Q4 2024
Added 6.39%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jan 16, 2025 Q4 2024 |
380
shares
|
$227,977
0.16% of portfolio
|
Q3 2024
Reduced 53.49%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Jan 22, 2025 Q4 2024 |
379
shares
|
$227,377
0.12% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Jan 30, 2025 Q4 2024 |
378
shares
|
$226,777
0.16% of portfolio
|
Q4 2024
Reduced 8.47%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
377
shares
|
$226,177
0.13% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
375
shares
|
$224,977
0.05% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
375
shares
|
$224,977
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Sykon Capital LLC
Harrison, NY |
Feb 11, 2025 Q4 2024 |
375
shares
|
$224,977
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Bey Douglas LLC
Marietta, GA |
Jan 29, 2025 Q4 2024 |
374
shares
|
$224,377
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Jan 24, 2025 Q4 2024 |
373
shares
|
$223,777
0.15% of portfolio
|
Q4 2024
New holding
|