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 |
|---|---|---|---|---|---|
|
Ima Wealth, Inc.
Wichita, KS |
Feb 14, 2025 Q4 2024 |
26,493
shares
|
$15.8 Million
1.87% of portfolio
|
Q4 2024
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Feb 14, 2025 Q4 2024 |
26,447
shares
|
$15.8 Million
8.59% of portfolio
|
Q4 2024
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
26,414
shares
|
$15.8 Million
5.04% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
26,392
shares
|
$15.8 Million
1.75% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
26,351
shares
|
$15.7 Million
1.3% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Peterson Wealth Management
|
Feb 14, 2025 Q4 2024 |
26,348
shares
|
$15.7 Million
9.27% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
26,226
shares
|
$15.7 Million
0.97% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
26,202
shares
|
$15.6 Million
3.56% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
26,194
shares
|
$15.6 Million
0.76% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
26,152
shares
|
$15.6 Million
9.32% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
26,090
shares
|
$15.6 Million
3.28% of portfolio
|
Q4 2024
Added 107.91%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
26,081
shares
|
$15.6 Million
1.48% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
26,038
shares
|
$15.6 Million
5.82% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Mmbg Investment Advisors Co.
|
Feb 14, 2025 Q4 2024 |
26,019
shares
|
$15.5 Million
1.62% of portfolio
|
Q4 2024
Reduced 10.93%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Jan 15, 2025 Q4 2024 |
26,000
shares
|
$15.5 Million
9.65% of portfolio
|
Q2 2024
Reduced 0.82%
|
|
|
Mycio Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
25,990
shares
|
$15.5 Million
3.66% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
25,872
shares
|
$15.5 Million
1.12% of portfolio
|
Q4 2024
Added 59.77%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
25,872
shares
|
$15.5 Million
1.74% of portfolio
|
Q4 2024
Added 9.49%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
25,866
shares
|
$15.4 Million
0.93% of portfolio
|
Q2 2023
Reduced 5.26%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
25,652
shares
|
$15.3 Million
1.25% of portfolio
|
Q4 2024
Reduced 99.82%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
25,545
shares
|
$15.3 Million
0.65% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
25,526
shares
|
$15.2 Million
5.81% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
25,446
shares
|
$15.2 Million
0.81% of portfolio
|
Q4 2024
Reduced 17.64%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Feb 18, 2025 Q4 2024 |
25,394
shares
|
$15.2 Million
3.8% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
25,385
shares
|
$15.2 Million
0.48% of portfolio
|
Q4 2024
Added 2.69%
|