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 |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
124,949
shares
|
$75 Million
1.15% of portfolio
|
Q4 2024
Added 19.34%
|
|
|
Berkeley Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
124,940
shares
|
$75 Million
20.53% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
124,677
shares
|
$74.8 Million
2.04% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
123,542
shares
|
$74.1 Million
1.76% of portfolio
|
Q4 2024
Reduced 8.61%
|
|
|
Tcw Group Inc
|
Feb 03, 2025 Q4 2024 |
123,468
shares
|
$74.1 Million
0.64% of portfolio
|
Q4 2024
Reduced 6.99%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
122,822
shares
|
$73.7 Million
9.07% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
122,802
shares
|
$73.7 Million
0.73% of portfolio
|
Q4 2024
Added 50.58%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
122,238
shares
|
$73.3 Million
11.58% of portfolio
|
Q1 2024
Reduced 3.17%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
121,125
shares
|
$72.7 Million
21.41% of portfolio
|
Q4 2024
Added 4.89%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
120,911
shares
|
$72.5 Million
1.1% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Consolidated Investment Group LLC
|
Jan 21, 2025 Q4 2024 |
120,570
shares
|
$72.3 Million
9.9% of portfolio
|
Q4 2024
Added 4.78%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
119,988
shares
|
$72 Million
1.04% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
119,813
shares
|
$71.9 Million
4.33% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
119,206
shares
|
$71.5 Million
1.21% of portfolio
|
Q4 2024
Reduced 77.08%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
118,115
shares
|
$70.9 Million
1.21% of portfolio
|
Q4 2024
Reduced 10.62%
|
|
|
George Soros
Soros Fund Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
118,000
shares
|
$70.8 Million
1.73% of portfolio
|
Q4 2024
New holding
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
117,319
shares
|
$70.4 Million
5.88% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
117,196
shares
|
$70.3 Million
3.15% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
116,892
shares
|
$70.1 Million
19.13% of portfolio
|
Q4 2024
Added 4.56%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
116,244
shares
|
$69.7 Million
2.14% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Ifg Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
115,844
shares
|
$69.5 Million
13.83% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
115,392
shares
|
$69.2 Million
1.05% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Lepercq Multi Asset Fund
Hamilton, D0 |
Feb 07, 2025 Q4 2024 |
115,245
shares
|
$69.1 Million
48.43% of portfolio
|
Q4 2024
New holding
|
|
|
Lepercq De Neuflize Asset Management LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
115,245
shares
|
$69.1 Million
48.43% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
115,087
shares
|
$69 Million
2.32% of portfolio
|
Q4 2024
Added 35.77%
|