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 |
|---|---|---|---|---|---|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
33,117
shares
|
$19.8 Million
3.08% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Magnolia Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
33,036
shares
|
$19.7 Million
15.38% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
32,880
shares
|
$19.6 Million
3.13% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
32,749
shares
|
$19.6 Million
0.83% of portfolio
|
Q4 2024
Reduced 46.73%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
32,735
shares
|
$19.5 Million
1.32% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Delta Financial Advisors LLC
|
Feb 04, 2025 Q4 2024 |
32,723
shares
|
$19.5 Million
7.24% of portfolio
|
Q4 2024
Added 4.51%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Feb 03, 2025 Q4 2024 |
32,514
shares
|
$19.4 Million
6.91% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Feb 05, 2025 Q4 2024 |
32,501
shares
|
$19.4 Million
16.71% of portfolio
|
Q4 2024
New holding
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
32,496
shares
|
$19.4 Million
24.75% of portfolio
|
Q3 2023
Added 41.53%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
32,493
shares
|
$19.4 Million
4.93% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jan 21, 2025 Q4 2024 |
32,457
shares
|
$19.4 Million
11.79% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Feb 12, 2025 Q4 2024 |
32,443
shares
|
$19.4 Million
12.13% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
32,283
shares
|
$19.3 Million
3.88% of portfolio
|
Q3 2024
Added 31.79%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
32,282
shares
|
$19.3 Million
1.83% of portfolio
|
Q4 2024
Added 6.51%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Feb 14, 2025 Q4 2024 |
32,221
shares
|
$19.2 Million
5.11% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
32,197
shares
|
$19.2 Million
13.99% of portfolio
|
Q1 2024
Added 1.83%
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
32,158
shares
|
$19.2 Million
2.22% of portfolio
|
Q4 2024
Added 14.9%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Feb 14, 2025 Q4 2024 |
32,137
shares
|
$19.2 Million
0.05% of portfolio
|
Q4 2024
Added 45.55%
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
32,135
shares
|
$19.2 Million
4.74% of portfolio
|
Q4 2024
Reduced 15.7%
|
|
|
Resolute Advisors LLC
|
Feb 12, 2025 Q4 2024 |
32,132
shares
|
$19.2 Million
3.8% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jan 15, 2025 Q4 2024 |
32,113
shares
|
$19.2 Million
4.56% of portfolio
|
Q4 2024
Reduced 9.25%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
32,069
shares
|
$19.2 Million
7.7% of portfolio
|
Q4 2024
Added 28.37%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Feb 13, 2025 Q4 2024 |
32,027
shares
|
$19.1 Million
7.43% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
32,004
shares
|
$19.1 Million
3.51% of portfolio
|
Q2 2022
Reduced 5.0%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
32,003
shares
|
$19.1 Million
6.16% of portfolio
|
Q3 2024
Reduced 43.05%
|