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 4,983 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 $357 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
35,580
shares
|
$21.2 Million
1.87% of portfolio
|
Q4 2024
Added 13.25%
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
35,559
shares
|
$21.2 Million
3.08% of portfolio
|
Q4 2024
Added 7.17%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Feb 05, 2025 Q4 2024 |
35,286
shares
|
$21.1 Million
2.37% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Feb 03, 2025 Q4 2024 |
35,168
shares
|
$21 Million
14.84% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jan 16, 2025 Q4 2024 |
35,107
shares
|
$21 Million
1.28% of portfolio
|
Q4 2024
Added 631.55%
|
|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
34,974
shares
|
$20.9 Million
0.02% of portfolio
|
Q4 2024
Added 142.22%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Feb 03, 2025 Q4 2024 |
34,908
shares
|
$20.8 Million
20.77% of portfolio
|
Q4 2024
New holding
|
|
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
Feb 14, 2025 Q4 2024 |
34,778
shares
|
$20.8 Million
11.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
34,714
shares
|
$20.7 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
34,619
shares
|
$20.7 Million
0.01% of portfolio
|
Q4 2024
Added 312.38%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Feb 10, 2025 Q4 2024 |
34,597
shares
|
$20.7 Million
9.2% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
34,522
shares
|
$20.6 Million
0.68% of portfolio
|
Q4 2024
Added 38.27%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
34,510
shares
|
$20.6 Million
1.19% of portfolio
|
Q1 2024
Added 6802.0%
|
|
|
Brave Asset Management Inc
|
Jan 14, 2025 Q4 2024 |
34,465
shares
|
$20.6 Million
6.44% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
34,425
shares
|
$20.6 Million
1.14% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
34,393
shares
|
$20.5 Million
8.56% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
34,317
shares
|
$20.5 Million
4.26% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Meridian Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
34,003
shares
|
$20.3 Million
3.68% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
33,828
shares
|
$20.2 Million
7.7% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
33,667
shares
|
$20.1 Million
9.16% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
33,531
shares
|
$20 Million
0.26% of portfolio
|
Q4 2023
Reduced 0.61%
|
|
|
Hummer Financial Advisory Services Inc
|
Jan 13, 2025 Q4 2024 |
33,467
shares
|
$20 Million
15.75% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Black Maple Capital Management LP
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
33,295
shares
|
$19.9 Million
10.26% of portfolio
|
Q4 2024
Reduced 10.73%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
33,273
shares
|
$19.9 Million
0.28% of portfolio
|
Q4 2024
Added 6.76%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Feb 14, 2025 Q4 2024 |
33,120
shares
|
$19.8 Million
10.62% of portfolio
|
Q4 2024
Added 157.66%
|