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 |
|---|---|---|---|---|---|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
28,213
shares
|
$16.8 Million
0.72% of portfolio
|
Q4 2024
Reduced 24.28%
|
|
|
American Investment Services, Inc.
|
Feb 13, 2025 Q4 2024 |
28,202
shares
|
$16.8 Million
2.96% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Fi3 Financial Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
28,139
shares
|
$16.8 Million
6.2% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
28,130
shares
|
$16.8 Million
4.34% of portfolio
|
Q4 2024
Added 24.54%
|
|
|
Seaview Investment Managers LLC
|
Feb 13, 2025 Q4 2024 |
28,127
shares
|
$16.8 Million
4.61% of portfolio
|
Q4 2024
Added 47.84%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
28,127
shares
|
$16.8 Million
1.76% of portfolio
|
Q4 2024
Added 5.62%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
28,084
shares
|
$16.8 Million
3.25% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
28,001
shares
|
$16.7 Million
11.09% of portfolio
|
Q4 2022
Reduced 6.6%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
27,991
shares
|
$16.7 Million
1.47% of portfolio
|
Q4 2024
Added 40.94%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
27,913
shares
|
$16.7 Million
6.46% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
27,827
shares
|
$16.6 Million
16.19% of portfolio
|
Q2 2022
Reduced 0.03%
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
27,803
shares
|
$16.6 Million
2.34% of portfolio
|
Q4 2024
Reduced 58.09%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2025 Q4 2024 |
27,780
shares
|
$16.6 Million
8.14% of portfolio
|
Q4 2024
Added 7.33%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
27,680
shares
|
$16.5 Million
0.34% of portfolio
|
Q4 2024
Added 9.48%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
27,640
shares
|
$16.5 Million
6.37% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Founders Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
27,633
shares
|
$16.5 Million
2.86% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
27,582
shares
|
$16.5 Million
13.36% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
27,534
shares
|
$16.4 Million
5.36% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
27,502
shares
|
$16.4 Million
1.0% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
27,350
shares
|
$16.3 Million
0.35% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
27,310
shares
|
$16.3 Million
6.22% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Simpli Fi, Inc.
|
Jan 23, 2025 Q4 2024 |
27,242
shares
|
$16.3 Million
7.4% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
27,236
shares
|
$16.3 Million
2.81% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
27,223
shares
|
$16.3 Million
1.0% of portfolio
|
Q4 2023
Added 41.98%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
27,181
shares
|
$16.2 Million
2.04% of portfolio
|
Q4 2024
Added 0.02%
|