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 |
|---|---|---|---|---|---|
|
Taylor & Morgan Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
44,211
shares
|
$26.5 Million
18.76% of portfolio
|
Q4 2024
Reduced 12.92%
|
|
|
Burt Wealth Advisors
|
Feb 06, 2025 Q4 2024 |
44,198
shares
|
$26.5 Million
6.57% of portfolio
|
Q4 2024
Reduced 5.4%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
44,073
shares
|
$26.4 Million
13.74% of portfolio
|
Q2 2023
Reduced 0.18%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
43,932
shares
|
$26.4 Million
2.13% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
43,633
shares
|
$26.2 Million
2.08% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
43,600
shares
|
$26.2 Million
4.07% of portfolio
|
N/A
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
43,558
shares
|
$26.1 Million
4.07% of portfolio
|
N/A
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
43,478
shares
|
$26.1 Million
1.29% of portfolio
|
Q4 2024
Added 43.69%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
43,185
shares
|
$25.9 Million
8.8% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Nov 13, 2024 Q3 2024 |
43,146
shares
|
$25.9 Million
2.87% of portfolio
|
Q3 2024
New holding
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Feb 14, 2025 Q4 2024 |
43,114
shares
|
$25.9 Million
0.31% of portfolio
|
Q4 2024
Reduced 31.22%
|
|
|
Ars Investment Partners, LLC
|
Jan 16, 2025 Q4 2024 |
43,109
shares
|
$25.9 Million
2.67% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Feb 11, 2025 Q4 2024 |
43,097
shares
|
$25.9 Million
10.77% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
43,046
shares
|
$25.8 Million
5.76% of portfolio
|
Q4 2024
Reduced 7.14%
|
|
|
First Eagle Investment Management, LLC
|
Feb 10, 2025 Q4 2024 |
43,000
shares
|
$25.8 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Thompson Siegel & Walmsley LLC
|
Feb 10, 2025 Q4 2024 |
42,993
shares
|
$25.8 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
First Business Financial Services, Inc.
|
Feb 06, 2025 Q4 2024 |
42,830
shares
|
$25.7 Million
2.51% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Pine Bridge Investments, L.P.
|
Feb 14, 2025 Q4 2024 |
42,808
shares
|
$25.7 Million
0.2% of portfolio
|
Q4 2024
Added 53.06%
|
|
|
Perbak Capital Partners LLP
London, X0 |
Feb 14, 2025 Q4 2024 |
42,435
shares
|
$25.5 Million
13.28% of portfolio
|
Q4 2024
Added 15.2%
|
|
|
Jarislowsky, Fraser LTD
|
Feb 14, 2025 Q4 2024 |
42,263
shares
|
$25.4 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
42,261
shares
|
$25.4 Million
0.7% of portfolio
|
Q4 2024
Added 17.57%
|
|
|
Engineers Gate Manager LP
New York, NY |
Feb 14, 2025 Q4 2024 |
41,996
shares
|
$25.2 Million
0.45% of portfolio
|
Q4 2024
Added 123.56%
|
|
|
Capital World Investors
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
41,989
shares
|
$25.2 Million
0.0% of portfolio
|
Q4 2024
Added 92.88%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Feb 03, 2025 Q4 2024 |
41,980
shares
|
$25.2 Million
13.14% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
41,877
shares
|
$25.1 Million
0.98% of portfolio
|
Q4 2024
Added 1.87%
|