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 |
|---|---|---|---|---|---|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
52,077
shares
|
$31.2 Million
4.53% of portfolio
|
Q3 2024
Added 13.82%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
52,040
shares
|
$31.2 Million
0.72% of portfolio
|
Q4 2024
Added 11.66%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
52,038
shares
|
$31.2 Million
2.27% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
51,979
shares
|
$31.2 Million
1.02% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Spence Asset Management
|
Jan 07, 2025 Q4 2024 |
51,943
shares
|
$31.2 Million
6.62% of portfolio
|
Q4 2024
Added 2463.82%
|
|
|
Strategic Equity Management
|
Feb 07, 2025 Q4 2024 |
51,710
shares
|
$31 Million
14.6% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
51,504
shares
|
$30.9 Million
4.38% of portfolio
|
Q4 2024
Added 139.64%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
51,495
shares
|
$30.9 Million
1.7% of portfolio
|
Q4 2024
Reduced 16.51%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
51,487
shares
|
$30.9 Million
14.32% of portfolio
|
Q1 2024
Reduced 0.99%
|
|
|
Gfs Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
51,472
shares
|
$30.9 Million
4.59% of portfolio
|
Q4 2024
New holding
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
51,470
shares
|
$30.9 Million
1.92% of portfolio
|
Q4 2024
Reduced 10.73%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jan 30, 2025 Q4 2024 |
51,399
shares
|
$30.8 Million
11.61% of portfolio
|
Q4 2024
Added 28.33%
|
|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
51,342
shares
|
$30.8 Million
2.07% of portfolio
|
Q4 2024
Reduced 10.54%
|
|
|
Mtc Wealth Management LLC
|
Jan 30, 2025 Q4 2024 |
51,323
shares
|
$30.8 Million
14.46% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Wind River Trust CO
|
Feb 07, 2025 Q4 2024 |
51,273
shares
|
$30.8 Million
11.82% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Curated Wealth Partners LLC
|
Jan 21, 2025 Q4 2024 |
51,230
shares
|
$30.7 Million
3.48% of portfolio
|
Q3 2024
Added 8.97%
|
|
|
Atalanta Sosnoff Capital, LLC
|
Feb 14, 2025 Q4 2024 |
50,974
shares
|
$30.6 Million
0.65% of portfolio
|
Q4 2024
Added 81.29%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
50,790
shares
|
$30.5 Million
10.11% of portfolio
|
Q4 2024
New holding
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jan 15, 2025 Q4 2024 |
50,288
shares
|
$30.2 Million
5.35% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
50,111
shares
|
$30.1 Million
6.12% of portfolio
|
Q4 2024
Added 11.04%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
50,110
shares
|
$30.1 Million
1.91% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
50,072
shares
|
$30 Million
0.4% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Jan 31, 2025 Q4 2024 |
50,070
shares
|
$30 Million
14.82% of portfolio
|
Q4 2024
Added 27.37%
|
|
|
Murchinson Ltd.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
50,000
shares
|
$30 Million
14.04% of portfolio
|
Q4 2024
New holding
|
|
|
Apollo Management Holdings, L.P.
New York, NY |
Feb 14, 2025 Q4 2024 |
50,000
shares
|
$30 Million
0.42% of portfolio
|
Q4 2024
New holding
|