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 |
|---|---|---|---|---|---|
|
Opulen Financial Group LLC
Arlington, VA |
Feb 06, 2025 Q4 2024 |
22,934
shares
|
$13.7 Million
12.22% of portfolio
|
Q4 2024
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
22,879
shares
|
$13.7 Million
3.18% of portfolio
|
Q4 2024
Added 7.44%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
22,810
shares
|
$13.6 Million
2.13% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
22,800
shares
|
$13.6 Million
2.0% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
22,790
shares
|
$13.6 Million
0.71% of portfolio
|
Q4 2024
Added 90.38%
|
|
|
Grandview Asset Management LLC
|
Jan 13, 2025 Q4 2024 |
22,744
shares
|
$13.6 Million
4.89% of portfolio
|
Q4 2024
Added 18.79%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
22,653
shares
|
$13.5 Million
1.99% of portfolio
|
Q1 2024
Added 9.76%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
22,614
shares
|
$13.5 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
22,598
shares
|
$13.5 Million
0.98% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
22,533
shares
|
$13.5 Million
3.13% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
22,529
shares
|
$13.5 Million
7.97% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
22,470
shares
|
$13.4 Million
2.66% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Feb 13, 2025 Q4 2024 |
22,467
shares
|
$13.4 Million
2.62% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
22,466
shares
|
$13.4 Million
0.85% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
22,445
shares
|
$13.4 Million
1.58% of portfolio
|
Q3 2022
Reduced 10.55%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
22,389
shares
|
$13.4 Million
1.15% of portfolio
|
Q4 2024
Added 17.24%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
22,386
shares
|
$13.4 Million
2.76% of portfolio
|
Q4 2024
Added 287.84%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
22,368
shares
|
$13.4 Million
2.26% of portfolio
|
Q1 2023
Added 204.0%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
22,332
shares
|
$13.3 Million
2.38% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
22,290
shares
|
$13.3 Million
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
22,277
shares
|
$13.3 Million
1.79% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
22,276
shares
|
$13.3 Million
4.57% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
22,227
shares
|
$13.3 Million
0.38% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
22,205
shares
|
$13.3 Million
2.04% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
22,153
shares
|
$13.2 Million
3.17% of portfolio
|
Q4 2024
Added 5.7%
|