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 |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
107,266
shares
|
$64.4 Million
2.07% of portfolio
|
Q4 2024
Reduced 23.32%
|
|
|
Performa LTD (Us), LLC
|
Feb 10, 2025 Q4 2024 |
106,897
shares
|
$64.1 Million
22.06% of portfolio
|
Q4 2024
Reduced 12.94%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
106,354
shares
|
$63.8 Million
1.14% of portfolio
|
Q3 2022
Added 0.32%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Feb 07, 2025 Q4 2024 |
106,069
shares
|
$63.6 Million
10.56% of portfolio
|
Q4 2024
Added 1594.93%
|
|
|
Ramsey Quantitative Systems
Louisville, KY |
Jan 28, 2025 Q4 2024 |
105,806
shares
|
$63.5 Million
87.92% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
105,411
shares
|
$63.2 Million
1.63% of portfolio
|
Q4 2023
Reduced 1.7%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Feb 14, 2025 Q4 2024 |
105,367
shares
|
$63.2 Million
0.26% of portfolio
|
Q4 2024
Added 588.76%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
105,097
shares
|
$63.1 Million
2.63% of portfolio
|
Q4 2022
Reduced 6.49%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
104,760
shares
|
$62.8 Million
0.63% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Banque Pictet & Cie Sa
|
Jan 30, 2025 Q4 2024 |
104,625
shares
|
$62.8 Million
0.41% of portfolio
|
Q4 2024
Added 83.25%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
104,295
shares
|
$62.6 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
103,525
shares
|
$62.1 Million
3.77% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
102,862
shares
|
$61.7 Million
2.12% of portfolio
|
Q4 2024
Reduced 47.08%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
102,711
shares
|
$61.6 Million
0.78% of portfolio
|
Q4 2022
Reduced 3.25%
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
Feb 14, 2025 Q4 2024 |
102,663
shares
|
$61.6 Million
20.6% of portfolio
|
Q4 2024
New holding
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
102,432
shares
|
$61.5 Million
0.11% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
101,989
shares
|
$61.2 Million
4.2% of portfolio
|
Q3 2021
Added 0.77%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
101,722
shares
|
$61 Million
2.17% of portfolio
|
Q4 2024
Added 8.52%
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
100,693
shares
|
$60.4 Million
9.83% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Dean, Jacobson Financial Services, LLC
|
Jan 22, 2025 Q4 2024 |
100,148
shares
|
$60.1 Million
44.93% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Westpark Management, LLC
|
Oct 24, 2022 Q3 2022 |
100,000
shares
|
$60 Million
52.4% of portfolio
|
Q4 2021
New holding
|
|
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
Feb 12, 2025 Q4 2024 |
100,000
shares
|
$60 Million
21.23% of portfolio
|
Q4 2024
New holding
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
99,996
shares
|
$60 Million
2.24% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
99,856
shares
|
$59.9 Million
0.43% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
99,119
shares
|
$59.5 Million
1.12% of portfolio
|
Q4 2024
Added 52.46%
|