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 |
|---|---|---|---|---|---|
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
Feb 13, 2025 Q4 2024 |
54,992
shares
|
$33 Million
7.75% of portfolio
|
Q4 2024
Added 26.87%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
54,983
shares
|
$33 Million
1.67% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
54,894
shares
|
$32.9 Million
1.16% of portfolio
|
Q4 2024
Added 7.12%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Feb 04, 2025 Q4 2024 |
54,836
shares
|
$32.9 Million
28.54% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Shapiro Capital Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
54,703
shares
|
$32.8 Million
1.1% of portfolio
|
Q4 2024
Added 2409.31%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
54,541
shares
|
$32.7 Million
14.2% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
54,459
shares
|
$32.7 Million
1.43% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
54,351
shares
|
$32.6 Million
1.89% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jan 17, 2025 Q4 2024 |
53,853
shares
|
$32.3 Million
17.2% of portfolio
|
Q4 2024
Added 5.68%
|
|
|
Trust CO Of Virginia
|
Jan 29, 2025 Q4 2024 |
53,652
shares
|
$32.2 Million
2.92% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
West End Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
53,466
shares
|
$32.1 Million
0.8% of portfolio
|
Q4 2024
Added 702.43%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
53,445
shares
|
$32.1 Million
10.55% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
53,423
shares
|
$32.1 Million
22.88% of portfolio
|
Q4 2024
New holding
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jan 16, 2025 Q4 2024 |
53,297
shares
|
$32 Million
9.16% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Texas Permanent School Fund
Austin, TX |
Feb 14, 2025 Q4 2024 |
53,194
shares
|
$31.9 Million
1.83% of portfolio
|
Q4 2024
Added 461.65%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
53,174
shares
|
$31.9 Million
5.17% of portfolio
|
Q4 2024
Added 5.2%
|
|
|
Oakmont Corp
|
Feb 12, 2025 Q4 2024 |
53,101
shares
|
$31.9 Million
5.44% of portfolio
|
Q4 2024
New holding
|
|
|
King Wealth
Saratoga Springs, NY |
Feb 10, 2025 Q4 2024 |
52,985
shares
|
$31.8 Million
4.53% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Feb 11, 2025 Q4 2024 |
52,942
shares
|
$31.8 Million
8.08% of portfolio
|
Q4 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
52,941
shares
|
$31.8 Million
3.23% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Helios Capital Management Pte. LTD
|
Jan 27, 2025 Q4 2024 |
52,600
shares
|
$31.6 Million
18.29% of portfolio
|
Q2 2024
Added 9.58%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
52,437
shares
|
$31.5 Million
2.92% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Capital Wealth Planning, LLC
|
Feb 05, 2025 Q4 2024 |
52,412
shares
|
$31.4 Million
0.29% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jan 15, 2025 Q4 2024 |
52,320
shares
|
$31.4 Million
8.83% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
52,143
shares
|
$31.3 Million
2.9% of portfolio
|
Q4 2024
Added 1.94%
|