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 |
|---|---|---|---|---|---|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jan 28, 2025 Q4 2024 |
25,377
shares
|
$15.2 Million
1.69% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 29, 2025 Q4 2024 |
25,357
shares
|
$15.1 Million
8.29% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
25,301
shares
|
$15.1 Million
2.35% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
25,289
shares
|
$15.1 Million
1.33% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
25,236
shares
|
$15.1 Million
2.51% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
25,187
shares
|
$15 Million
0.37% of portfolio
|
Q1 2024
Added 1.19%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
25,168
shares
|
$15 Million
5.3% of portfolio
|
Q3 2023
Added 9.01%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
25,131
shares
|
$15 Million
0.96% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
25,092
shares
|
$15 Million
2.14% of portfolio
|
Q4 2020
Reduced 1.58%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
25,088
shares
|
$15 Million
0.6% of portfolio
|
Q4 2024
Added 8.17%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
25,066
shares
|
$15 Million
7.18% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Fifth Lane Capital, LP
Austin, TX |
Feb 14, 2025 Q4 2024 |
25,000
shares
|
$14.9 Million
52.66% of portfolio
|
Q1 2024
Reduced 66.67%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Feb 13, 2025 Q4 2024 |
24,999
shares
|
$14.9 Million
14.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
24,991
shares
|
$14.9 Million
1.64% of portfolio
|
Q4 2024
Reduced 8.82%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
24,954
shares
|
$14.9 Million
4.09% of portfolio
|
Q4 2024
Added 12.36%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
24,907
shares
|
$14.9 Million
3.08% of portfolio
|
Q1 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
24,872
shares
|
$14.9 Million
1.19% of portfolio
|
Q4 2024
Reduced 8.41%
|
|
|
Cacti Asset Management LLC
Atlanta, GA |
Jan 02, 2025 Q4 2024 |
24,795
shares
|
$14.8 Million
1.33% of portfolio
|
Q4 2023
Added 0.79%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Feb 04, 2025 Q4 2024 |
24,770
shares
|
$14.8 Million
10.04% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
24,746
shares
|
$14.8 Million
0.51% of portfolio
|
Q4 2024
Reduced 11.76%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
24,724
shares
|
$14.8 Million
1.02% of portfolio
|
Q4 2024
Reduced 7.96%
|
|
|
Bell Bank
|
Feb 03, 2025 Q4 2024 |
24,723
shares
|
$14.8 Million
1.08% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
24,714
shares
|
$14.8 Million
11.39% of portfolio
|
Q4 2024
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
24,687
shares
|
$14.7 Million
4.84% of portfolio
|
Q4 2024
Reduced 28.46%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
24,683
shares
|
$14.7 Million
1.26% of portfolio
|
Q2 2023
Reduced 13.13%
|