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 |
|---|---|---|---|---|---|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
87,711
shares
|
$52.6 Million
0.6% of portfolio
|
Q4 2024
Added 6.53%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
87,235
shares
|
$52.3 Million
1.7% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Capital International Investors
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
87,144
shares
|
$52.3 Million
0.01% of portfolio
|
Q4 2024
Added 163.75%
|
|
|
Holocene Advisors, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
87,130
shares
|
$52.3 Million
0.18% of portfolio
|
Q4 2024
Added 1200.06%
|
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Feb 04, 2025 Q4 2024 |
87,103
shares
|
$52.3 Million
33.44% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
86,693
shares
|
$52 Million
4.54% of portfolio
|
N/A
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
86,535
shares
|
$51.9 Million
4.76% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Potentia Wealth
San Jose, CA |
Feb 11, 2025 Q4 2024 |
86,246
shares
|
$51.7 Million
22.47% of portfolio
|
Q4 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
86,051
shares
|
$51.6 Million
0.43% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
85,958
shares
|
$51.6 Million
36.79% of portfolio
|
Q2 2023
Added 198.56%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
85,936
shares
|
$51.6 Million
1.4% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jan 28, 2025 Q4 2024 |
85,683
shares
|
$51.4 Million
12.47% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Feb 13, 2025 Q4 2024 |
85,650
shares
|
$51.4 Million
19.58% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
85,432
shares
|
$51.3 Million
3.69% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Jan 23, 2025 Q4 2024 |
85,200
shares
|
$51.1 Million
0.55% of portfolio
|
Q4 2024
Added 25.93%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
84,928
shares
|
$51 Million
0.13% of portfolio
|
Q3 2022
Reduced 0.48%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
84,818
shares
|
$50.9 Million
1.77% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jan 17, 2025 Q4 2024 |
84,233
shares
|
$50.5 Million
13.43% of portfolio
|
Q4 2024
Added 14.41%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
83,998
shares
|
$50.4 Million
1.99% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
83,738
shares
|
$50.2 Million
0.55% of portfolio
|
Q4 2024
Added 12.88%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
83,723
shares
|
$50.2 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
83,402
shares
|
$50 Million
2.33% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
83,362
shares
|
$50 Million
4.11% of portfolio
|
Q4 2024
Reduced 99.75%
|
|
|
4 Thought Financial Group Inc.
|
Jan 30, 2025 Q4 2024 |
83,243
shares
|
$49.9 Million
32.19% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
83,117
shares
|
$49.9 Million
9.61% of portfolio
|
Q4 2023
Added 1.57%
|