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 |
|---|---|---|---|---|---|
|
Pioneer Trust Bank N A
Salem, OR |
Feb 12, 2025 Q4 2024 |
31,959
shares
|
$19.1 Million
4.84% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
31,892
shares
|
$19 Million
1.83% of portfolio
|
Q4 2024
Reduced 70.88%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
31,886
shares
|
$19 Million
2.05% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
31,882
shares
|
$19 Million
2.71% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
First Manhattan CO
New York, NY |
Feb 14, 2025 Q4 2024 |
31,791
shares
|
$19 Million
0.06% of portfolio
|
Q4 2024
Reduced 7.57%
|
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
31,682
shares
|
$18.9 Million
2.88% of portfolio
|
Q4 2024
Reduced 9.12%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
31,561
shares
|
$18.8 Million
1.97% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
31,513
shares
|
$18.8 Million
2.38% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
31,352
shares
|
$18.7 Million
3.74% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Feb 14, 2025 Q4 2024 |
31,338
shares
|
$18.7 Million
13.17% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
31,319
shares
|
$18.7 Million
6.13% of portfolio
|
Q4 2024
Added 23.29%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Feb 10, 2025 Q4 2024 |
31,193
shares
|
$18.6 Million
7.82% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Jan 28, 2025 Q4 2024 |
31,097
shares
|
$18.6 Million
8.87% of portfolio
|
Q4 2024
Reduced 6.31%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
31,055
shares
|
$18.5 Million
1.26% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Citizens Business Bank
Ontario, CA |
Feb 14, 2025 Q4 2024 |
31,046
shares
|
$18.5 Million
3.49% of portfolio
|
Q4 2024
Added 85.35%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Feb 13, 2025 Q4 2024 |
31,011
shares
|
$18.5 Million
18.52% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Feb 06, 2025 Q4 2024 |
30,985
shares
|
$18.5 Million
4.15% of portfolio
|
Q4 2024
Added 46.76%
|
|
|
J. Goldman & CO LP
New York, NY |
Feb 14, 2025 Q4 2024 |
30,908
shares
|
$18.5 Million
0.51% of portfolio
|
Q4 2024
Reduced 78.73%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
30,896
shares
|
$18.5 Million
0.78% of portfolio
|
Q4 2024
Reduced 8.13%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
30,797
shares
|
$18.4 Million
12.09% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Sepio Capital, LP
|
Feb 13, 2025 Q4 2024 |
30,746
shares
|
$18.4 Million
1.75% of portfolio
|
Q4 2024
Reduced 19.16%
|
|
|
Jcp Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
30,669
shares
|
$18.3 Million
11.43% of portfolio
|
Q2 2024
Added 1737.57%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Feb 14, 2025 Q4 2024 |
30,637
shares
|
$18.3 Million
2.07% of portfolio
|
Q4 2024
Reduced 10.84%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
30,449
shares
|
$18.2 Million
2.16% of portfolio
|
Q4 2024
Added 28.6%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
30,423
shares
|
$18.2 Million
1.89% of portfolio
|
Q4 2024
Reduced 5.27%
|