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 |
|---|---|---|---|---|---|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
39,731
shares
|
$23.8 Million
1.74% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
39,712
shares
|
$23.8 Million
6.32% of portfolio
|
Q4 2024
Added 31.36%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Feb 10, 2025 Q4 2024 |
39,704
shares
|
$23.8 Million
15.33% of portfolio
|
Q4 2024
Reduced 9.1%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
39,687
shares
|
$23.8 Million
1.73% of portfolio
|
Q4 2024
Added 45.42%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
39,663
shares
|
$23.8 Million
1.62% of portfolio
|
Q4 2024
Added 9.11%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
39,607
shares
|
$23.8 Million
0.14% of portfolio
|
Q4 2024
Added 11.95%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
39,595
shares
|
$23.8 Million
2.75% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
39,591
shares
|
$23.8 Million
1.5% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
39,529
shares
|
$23.7 Million
1.12% of portfolio
|
Q2 2022
Added 18.3%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
39,328
shares
|
$23.6 Million
3.47% of portfolio
|
Q4 2024
Added 10.9%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
39,305
shares
|
$23.6 Million
3.43% of portfolio
|
Q1 2024
New holding
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
39,263
shares
|
$23.6 Million
0.92% of portfolio
|
Q4 2024
Added 101.2%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
39,198
shares
|
$23.5 Million
0.07% of portfolio
|
Q4 2022
Added 26.24%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
39,183
shares
|
$23.5 Million
4.25% of portfolio
|
Q4 2024
Added 24.56%
|
|
|
Brickley Wealth Management
|
Jan 27, 2025 Q4 2024 |
39,181
shares
|
$23.5 Million
4.66% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
39,132
shares
|
$23.5 Million
0.72% of portfolio
|
Q4 2024
Added 28.56%
|
|
|
Caas Capital Management LP
New York, NY |
Jan 24, 2025 Q4 2024 |
39,112
shares
|
$23.5 Million
4.15% of portfolio
|
Q4 2024
Reduced 59.11%
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
Feb 06, 2025 Q4 2024 |
39,066
shares
|
$23.4 Million
12.53% of portfolio
|
Q4 2024
Added 77.62%
|
|
|
Legacy Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
38,932
shares
|
$23.4 Million
2.33% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
38,920
shares
|
$23.3 Million
0.78% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
38,815
shares
|
$23.3 Million
1.06% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
38,775
shares
|
$23.3 Million
3.44% of portfolio
|
Q4 2024
Reduced 10.53%
|
|
|
Family Management Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
38,670
shares
|
$23.2 Million
3.7% of portfolio
|
Q4 2024
Reduced 4.11%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
38,657
shares
|
$23.2 Million
1.44% of portfolio
|
Q4 2024
Added 22.05%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
38,592
shares
|
$23.2 Million
6.42% of portfolio
|
Q4 2024
Reduced 0.86%
|