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 |
|---|---|---|---|---|---|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
24,617
shares
|
$14.7 Million
0.05% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Feb 13, 2025 Q4 2024 |
24,583
shares
|
$14.7 Million
5.16% of portfolio
|
Q4 2024
Added 5.03%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
24,493
shares
|
$14.6 Million
0.83% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
24,431
shares
|
$14.6 Million
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Moon Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
24,373
shares
|
$14.6 Million
10.86% of portfolio
|
Q4 2024
New holding
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
24,368
shares
|
$14.6 Million
4.06% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
24,348
shares
|
$14.5 Million
4.26% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
G&S Capital LLC
|
Jan 29, 2025 Q4 2024 |
24,319
shares
|
$14.5 Million
6.16% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
24,266
shares
|
$14.5 Million
3.38% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
24,259
shares
|
$14.5 Million
0.72% of portfolio
|
Q3 2022
Reduced 0.99%
|
|
|
Nadler Financial Group, Inc.
|
Jan 24, 2025 Q4 2024 |
24,231
shares
|
$14.5 Million
1.5% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
24,181
shares
|
$14.4 Million
6.19% of portfolio
|
Q4 2023
Reduced 2.41%
|
|
|
Mount Capital LTD
|
Feb 13, 2025 Q4 2024 |
24,100
shares
|
$14.4 Million
5.01% of portfolio
|
Q4 2024
Added 102.52%
|
|
|
Marco Investment Management LLC
|
Feb 06, 2025 Q4 2024 |
24,080
shares
|
$14.4 Million
1.23% of portfolio
|
Q4 2024
Added 11.3%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
24,072
shares
|
$14.4 Million
1.11% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Cavalier Investments, LLC
|
Feb 04, 2025 Q4 2024 |
24,042
shares
|
$14.4 Million
4.76% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
Feb 11, 2025 Q4 2024 |
23,974
shares
|
$14.3 Million
10.92% of portfolio
|
Q4 2024
Reduced 79.55%
|
|
|
Moneywise, Inc.
|
Jan 27, 2025 Q4 2024 |
23,944
shares
|
$14.3 Million
7.53% of portfolio
|
Q4 2024
Added 17.23%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
23,917
shares
|
$14.3 Million
3.09% of portfolio
|
Q4 2024
Reduced 37.47%
|
|
|
Corundum Group, Inc.
|
Jan 16, 2025 Q4 2024 |
23,911
shares
|
$14.3 Million
5.27% of portfolio
|
Q4 2024
Added 79.36%
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
23,843
shares
|
$14.2 Million
0.85% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
23,728
shares
|
$14.2 Million
0.61% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
23,723
shares
|
$14.2 Million
0.14% of portfolio
|
Q2 2022
New holding
|
|
|
Center Star Asset Management, LLC
|
Jan 27, 2025 Q4 2024 |
23,718
shares
|
$14.2 Million
31.64% of portfolio
|
Q4 2024
Reduced 68.52%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
23,684
shares
|
$14.1 Million
0.07% of portfolio
|
Q4 2024
Added 47.77%
|