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 |
|---|---|---|---|---|---|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
49,504
shares
|
$29.7 Million
6.91% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Axis Capital Holdings LTD
|
Jan 29, 2025 Q4 2024 |
49,106
shares
|
$29.5 Million
12.44% of portfolio
|
Q3 2023
Reduced 40.95%
|
|
|
Archon Partners LLC
Princeton Junction, NJ |
Feb 14, 2025 Q4 2024 |
49,100
shares
|
$29.5 Million
3.47% of portfolio
|
Q4 2023
Added 22.44%
|
|
|
Sanchez Wealth Management Group
|
Jan 28, 2025 Q4 2024 |
49,072
shares
|
$29.4 Million
8.3% of portfolio
|
Q4 2024
Added 9.53%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
49,041
shares
|
$29.4 Million
0.71% of portfolio
|
Q4 2024
Added 27.18%
|
|
|
Aft, Forsyth & Sober, LLC
|
Feb 14, 2025 Q4 2024 |
48,950
shares
|
$29.4 Million
10.1% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
48,840
shares
|
$29.3 Million
2.37% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Bizma Investimentos Ltda
Sao Paulo, D5 |
Feb 13, 2025 Q4 2024 |
48,837
shares
|
$29.3 Million
17.48% of portfolio
|
Q4 2024
Reduced 74.88%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
48,813
shares
|
$29.3 Million
16.96% of portfolio
|
Q3 2023
Reduced 41.69%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
48,677
shares
|
$29.2 Million
1.34% of portfolio
|
Q4 2024
Reduced 9.91%
|
|
|
Amarillo National Bank
|
Jan 30, 2025 Q4 2024 |
48,355
shares
|
$29 Million
5.37% of portfolio
|
Q4 2024
Added 4.31%
|
|
|
Fluent Financial, LLC
|
Oct 04, 2024 Q3 2024 |
48,303
shares
|
$29 Million
13.49% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
48,137
shares
|
$28.9 Million
16.29% of portfolio
|
Q4 2024
Reduced 19.37%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
47,984
shares
|
$28.8 Million
0.12% of portfolio
|
Q4 2024
Reduced 68.72%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
47,792
shares
|
$28.7 Million
16.26% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
47,550
shares
|
$28.5 Million
14.7% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Taurus Asset Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
47,453
shares
|
$28.5 Million
2.83% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Montz Harcus Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
47,324
shares
|
$28.4 Million
15.74% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
47,263
shares
|
$28.4 Million
0.47% of portfolio
|
Q3 2022
Added 35.31%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
47,209
shares
|
$28.3 Million
4.1% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Clarity Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
47,203
shares
|
$28.3 Million
7.62% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Kennicott Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
47,178
shares
|
$28.3 Million
14.42% of portfolio
|
Q4 2024
Reduced 61.65%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
47,138
shares
|
$28.3 Million
10.44% of portfolio
|
Q4 2024
Added 35.36%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
47,117
shares
|
$28.3 Million
2.48% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
47,085
shares
|
$28.2 Million
1.87% of portfolio
|
Q4 2023
Reduced 0.72%
|