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 |
|---|---|---|---|---|---|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
41,876
shares
|
$25.1 Million
1.88% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
41,750
shares
|
$25 Million
5.7% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
41,619
shares
|
$25 Million
0.78% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
41,461
shares
|
$24.9 Million
5.7% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Compass Capital Management, Inc
|
Jan 24, 2025 Q4 2024 |
41,169
shares
|
$24.7 Million
1.66% of portfolio
|
Q4 2024
Added 4920.61%
|
|
|
Lcm Capital Management Inc
|
Jan 27, 2025 Q4 2024 |
41,107
shares
|
$24.7 Million
13.94% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
41,006
shares
|
$24.6 Million
0.51% of portfolio
|
Q4 2024
Reduced 5.39%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
41,000
shares
|
$24.6 Million
1.52% of portfolio
|
Q1 2022
Reduced 4.65%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
40,863
shares
|
$24.5 Million
0.39% of portfolio
|
Q4 2024
Added 45.69%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Jan 31, 2025 Q4 2024 |
40,740
shares
|
$24.4 Million
13.19% of portfolio
|
Q3 2024
Added 8.46%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
40,707
shares
|
$24.4 Million
1.54% of portfolio
|
Q4 2022
Reduced 31.3%
|
|
|
Palisade Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
40,664
shares
|
$24.4 Million
2.46% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
40,625
shares
|
$24.4 Million
1.63% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
40,530
shares
|
$24.3 Million
3.77% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
40,516
shares
|
$24.3 Million
1.29% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
40,360
shares
|
$24.2 Million
3.1% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
40,332
shares
|
$24.2 Million
1.81% of portfolio
|
Q4 2024
Added 5.87%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
40,283
shares
|
$24.2 Million
2.26% of portfolio
|
Q4 2024
Reduced 12.73%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
40,236
shares
|
$24.1 Million
5.88% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
40,227
shares
|
$24.1 Million
2.39% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
40,214
shares
|
$24.1 Million
0.49% of portfolio
|
Q4 2024
Added 11.9%
|
|
|
Tredje Ap Fonden
|
Feb 10, 2025 Q4 2024 |
40,000
shares
|
$24 Million
0.22% of portfolio
|
Q4 2024
Reduced 92.85%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Feb 10, 2025 Q4 2024 |
39,974
shares
|
$24 Million
1.18% of portfolio
|
Q4 2024
Added 5.14%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Jan 31, 2025 Q4 2024 |
39,928
shares
|
$24 Million
11.63% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
39,828
shares
|
$23.9 Million
1.02% of portfolio
|
Q4 2024
Added 35.88%
|