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 |
|---|---|---|---|---|---|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
37,066
shares
|
$22.2 Million
1.41% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
37,019
shares
|
$22.2 Million
4.58% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
37,014
shares
|
$22.2 Million
1.35% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
36,983
shares
|
$22.2 Million
3.92% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Feb 13, 2025 Q4 2024 |
36,933
shares
|
$22.2 Million
2.26% of portfolio
|
Q4 2024
Added 7.89%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
36,849
shares
|
$22.1 Million
0.82% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
36,841
shares
|
$22.1 Million
2.58% of portfolio
|
Q4 2024
Reduced 36.26%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
36,800
shares
|
$22.1 Million
1.51% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
36,756
shares
|
$22.1 Million
1.56% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
36,753
shares
|
$22 Million
1.26% of portfolio
|
Q4 2024
Reduced 15.75%
|
|
|
Tikvah Management LLC
Charlotte, NC |
Feb 12, 2025 Q4 2024 |
36,724
shares
|
$22 Million
6.25% of portfolio
|
Q3 2024
Added 19.01%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
36,595
shares
|
$22 Million
1.72% of portfolio
|
Q4 2024
Added 8.61%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
36,590
shares
|
$22 Million
0.73% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
36,519
shares
|
$21.9 Million
1.07% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
36,317
shares
|
$21.8 Million
3.47% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Schroder Investment Management Group
London, X0 |
Feb 12, 2025 Q4 2024 |
36,307
shares
|
$21.8 Million
0.02% of portfolio
|
Q4 2024
Added 53.59%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Jan 24, 2025 Q4 2024 |
36,191
shares
|
$21.7 Million
10.15% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
36,157
shares
|
$21.7 Million
7.69% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Consolidated Capital Management, LLC
|
Jan 16, 2025 Q4 2024 |
35,967
shares
|
$21.6 Million
9.43% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
35,961
shares
|
$21.6 Million
1.49% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jan 29, 2025 Q4 2024 |
35,822
shares
|
$21.5 Million
7.43% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Nepc LLC
Boston, MA |
Feb 18, 2025 Q4 2024 |
35,789
shares
|
$21.5 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Belmont Capital, LLC
|
Feb 13, 2025 Q4 2024 |
35,753
shares
|
$21.4 Million
3.49% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
35,609
shares
|
$21.4 Million
2.7% of portfolio
|
Q2 2023
Added 13.46%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Feb 06, 2025 Q4 2024 |
35,602
shares
|
$21.4 Million
1.15% of portfolio
|
Q4 2024
Added 34.66%
|