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 |
|---|---|---|---|---|---|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
67,114
shares
|
$40.3 Million
2.78% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Gqg Partners LLC
Ft. Lauderdale, FL |
Feb 11, 2025 Q4 2024 |
66,806
shares
|
$40.1 Million
0.06% of portfolio
|
Q4 2024
Added 2235.06%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
66,803
shares
|
$40.1 Million
4.83% of portfolio
|
Q2 2024
Reduced 3.33%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Feb 10, 2025 Q4 2024 |
66,626
shares
|
$40 Million
11.27% of portfolio
|
Q4 2024
Added 27.57%
|
|
|
Cullinan Associates Inc
|
Jan 24, 2025 Q4 2024 |
66,589
shares
|
$39.9 Million
2.54% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
66,502
shares
|
$39.9 Million
0.92% of portfolio
|
Q4 2024
Added 18.07%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
66,351
shares
|
$39.8 Million
8.88% of portfolio
|
Q3 2023
New holding
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
66,315
shares
|
$39.8 Million
0.37% of portfolio
|
Q4 2024
Added 19.72%
|
|
|
Strategic Wealth Investment Group, LLC
|
Jan 23, 2025 Q4 2024 |
66,063
shares
|
$39.6 Million
4.57% of portfolio
|
Q4 2024
Added 3816.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
65,876
shares
|
$39.5 Million
1.18% of portfolio
|
Q4 2024
Reduced 6.36%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
65,566
shares
|
$39.3 Million
10.33% of portfolio
|
Q2 2022
Added 20.39%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
65,093
shares
|
$39.1 Million
7.48% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
65,063
shares
|
$39 Million
5.65% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Washburn Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
65,046
shares
|
$39 Million
19.8% of portfolio
|
Q4 2024
Added 7.99%
|
|
|
Trinity Financial Advisors LLC
|
Jan 10, 2025 Q4 2024 |
65,029
shares
|
$39 Million
14.77% of portfolio
|
Q4 2024
Reduced 15.73%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
64,743
shares
|
$38.8 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Youngs Advisory Group, Inc.
|
Feb 13, 2025 Q4 2024 |
64,539
shares
|
$38.7 Million
16.05% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Feb 10, 2025 Q4 2024 |
64,387
shares
|
$38.6 Million
9.5% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Feb 05, 2025 Q4 2024 |
64,295
shares
|
$38.6 Million
15.81% of portfolio
|
Q4 2024
Reduced 5.37%
|
|
|
Birinyi Associates Inc
|
Feb 04, 2025 Q4 2024 |
64,229
shares
|
$38.5 Million
10.41% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
64,228
shares
|
$38.5 Million
4.13% of portfolio
|
Q2 2024
Added 2.39%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
64,125
shares
|
$38.5 Million
2.56% of portfolio
|
Q3 2024
Reduced 16.64%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
63,916
shares
|
$38.3 Million
3.04% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Matauro, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
63,880
shares
|
$38.3 Million
8.11% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
63,793
shares
|
$38.3 Million
3.23% of portfolio
|
Q4 2024
Added 4.01%
|