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 |
|---|---|---|---|---|---|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
76,331
shares
|
$45.8 Million
0.01% of portfolio
|
Q4 2024
Added 53.66%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
76,151
shares
|
$45.7 Million
4.55% of portfolio
|
Q4 2024
Added 36.78%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
75,921
shares
|
$45.5 Million
1.32% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Kaleidoscope Capital LP
Boston, MA |
Feb 13, 2025 Q4 2024 |
75,452
shares
|
$45.3 Million
43.41% of portfolio
|
Q4 2024
New holding
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
75,417
shares
|
$45.2 Million
5.67% of portfolio
|
Q4 2024
Added 157.65%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
75,170
shares
|
$45.1 Million
1.63% of portfolio
|
Q4 2024
Added 78.25%
|
|
|
Yousif Capital Management, LLC
|
Jan 27, 2025 Q4 2024 |
75,141
shares
|
$45.1 Million
0.5% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Lazard Freres Gestion S.A.S.
|
Feb 10, 2025 Q4 2024 |
74,936
shares
|
$45 Million
0.88% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Feb 13, 2025 Q4 2024 |
74,816
shares
|
$44.9 Million
0.22% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
74,674
shares
|
$44.8 Million
1.82% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
74,507
shares
|
$44.7 Million
0.04% of portfolio
|
Q3 2022
Reduced 10.05%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
74,486
shares
|
$44.7 Million
3.53% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
74,433
shares
|
$44.7 Million
2.49% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Medici Capital LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
74,410
shares
|
$44.6 Million
54.08% of portfolio
|
Q4 2024
New holding
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
74,102
shares
|
$44.5 Million
0.3% of portfolio
|
Q4 2024
Added 130.67%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
73,837
shares
|
$44.3 Million
0.29% of portfolio
|
Q4 2024
Added 7575.36%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
73,811
shares
|
$44.3 Million
3.34% of portfolio
|
Q4 2024
Added 29.47%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
73,670
shares
|
$44.2 Million
1.02% of portfolio
|
Q4 2024
Added 11.93%
|
|
|
Pictet & Cie (Europe) Sa
|
Jan 30, 2025 Q4 2024 |
73,245
shares
|
$43.9 Million
0.95% of portfolio
|
Q4 2024
Added 7.59%
|
|
|
Klingenstein Fields & CO LP
|
Jan 30, 2025 Q4 2024 |
72,968
shares
|
$43.8 Million
1.75% of portfolio
|
Q4 2024
Reduced 4.11%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
72,859
shares
|
$43.7 Million
1.31% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
72,704
shares
|
$43.6 Million
8.76% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
72,360
shares
|
$43.4 Million
9.86% of portfolio
|
Q4 2024
Reduced 9.69%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
72,312
shares
|
$43.4 Million
12.3% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
72,256
shares
|
$43.3 Million
9.97% of portfolio
|
Q4 2024
Added 0.28%
|