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 |
|---|---|---|---|---|---|
|
Life Steps Financial, Inc.
|
Feb 03, 2025 Q4 2024 |
30,405
shares
|
$18.2 Million
13.7% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
30,404
shares
|
$18.2 Million
3.67% of portfolio
|
Q4 2024
Added 98.73%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Feb 11, 2025 Q4 2024 |
30,387
shares
|
$18.1 Million
1.65% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
30,371
shares
|
$18.1 Million
4.13% of portfolio
|
Q4 2024
Added 15.0%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
30,368
shares
|
$18.1 Million
8.52% of portfolio
|
Q1 2023
Added 354.82%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
30,365
shares
|
$18.1 Million
1.49% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jan 17, 2025 Q4 2024 |
30,323
shares
|
$18.1 Million
13.39% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Feb 14, 2025 Q4 2024 |
30,297
shares
|
$18.1 Million
0.3% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
30,260
shares
|
$18.1 Million
1.23% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Wealthgate Family Office, LLC
|
Nov 08, 2024 Q3 2024 |
30,232
shares
|
$18.1 Million
48.32% of portfolio
|
Q3 2024
Reduced 7.42%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
30,145
shares
|
$18 Million
18.95% of portfolio
|
Q4 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
30,124
shares
|
$18 Million
1.27% of portfolio
|
Q4 2024
Added 31.74%
|
|
|
Bw Gestao De Investimentos Ltda.
|
Feb 14, 2025 Q4 2024 |
30,000
shares
|
$17.9 Million
0.58% of portfolio
|
Q4 2024
Reduced 44.75%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Jan 27, 2025 Q4 2024 |
30,000
shares
|
$17.9 Million
0.7% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
29,935
shares
|
$17.9 Million
3.05% of portfolio
|
Q4 2024
Added 40.28%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
29,921
shares
|
$17.9 Million
0.29% of portfolio
|
Q2 2024
Added 23.07%
|
|
|
Legal & General Group PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
29,900
shares
|
$17.9 Million
0.0% of portfolio
|
Q4 2017
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
29,810
shares
|
$17.8 Million
0.61% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
29,784
shares
|
$17.8 Million
2.03% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
29,699
shares
|
$17.7 Million
1.13% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
29,669
shares
|
$17.7 Million
2.46% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
29,665
shares
|
$17.7 Million
0.04% of portfolio
|
Q4 2024
Added 4.15%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
29,631
shares
|
$17.7 Million
4.91% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
29,625
shares
|
$17.7 Million
4.81% of portfolio
|
Q4 2024
Added 15.48%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
29,479
shares
|
$17.6 Million
3.55% of portfolio
|
Q4 2024
Reduced 61.38%
|