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 |
|---|---|---|---|---|---|
|
Kaizen Financial Strategies
|
Feb 14, 2025 Q4 2024 |
27,140
shares
|
$16.2 Million
9.61% of portfolio
|
Q4 2024
Added 8.31%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Feb 10, 2025 Q4 2024 |
27,126
shares
|
$16.2 Million
14.25% of portfolio
|
Q3 2024
Reduced 19.27%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
27,088
shares
|
$16.2 Million
5.34% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
27,067
shares
|
$16.2 Million
1.86% of portfolio
|
Q4 2024
Added 14.74%
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
27,045
shares
|
$16.2 Million
1.85% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Atlas Financial Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
27,032
shares
|
$16.1 Million
25.61% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
27,030
shares
|
$16.1 Million
1.91% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
26,999
shares
|
$16.1 Million
9.17% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
26,935
shares
|
$16.1 Million
2.13% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Alphadyne Asset Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
26,928
shares
|
$16.1 Million
2.49% of portfolio
|
Q4 2024
New holding
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
26,906
shares
|
$16.1 Million
3.46% of portfolio
|
Q3 2020
Added 1.49%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
26,843
shares
|
$16 Million
2.69% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
26,822
shares
|
$16 Million
3.18% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Jan 27, 2025 Q4 2024 |
26,700
shares
|
$15.9 Million
11.68% of portfolio
|
Q4 2024
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
26,699
shares
|
$15.9 Million
1.3% of portfolio
|
Q3 2023
Reduced 0.52%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
26,686
shares
|
$15.9 Million
1.03% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Measured Wealth Private Client Group, LLC
|
Jan 27, 2025 Q4 2024 |
26,661
shares
|
$15.9 Million
5.09% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
26,658
shares
|
$15.9 Million
1.24% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Clear Street Derivatives LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
26,656
shares
|
$15.9 Million
0.2% of portfolio
|
Q4 2024
Added 102.74%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
26,634
shares
|
$15.9 Million
18.2% of portfolio
|
Q3 2023
Reduced 0.97%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
26,625
shares
|
$15.9 Million
5.37% of portfolio
|
Q4 2022
Reduced 3.13%
|
|
|
Fiducient Advisors LLC
|
Feb 13, 2025 Q4 2024 |
26,604
shares
|
$15.9 Million
1.93% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
26,586
shares
|
$15.9 Million
0.83% of portfolio
|
Q4 2024
Added 458.53%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
26,514
shares
|
$15.8 Million
7.5% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
26,493
shares
|
$15.8 Million
6.24% of portfolio
|
Q4 2024
Reduced 3.28%
|