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 |
|---|---|---|---|---|---|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
22,147
shares
|
$13.2 Million
1.6% of portfolio
|
Q2 2024
Added 23.65%
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
22,119
shares
|
$13.2 Million
6.11% of portfolio
|
Q4 2024
Reduced 7.8%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Feb 14, 2025 Q4 2024 |
22,109
shares
|
$13.2 Million
5.38% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Schnieders Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
22,102
shares
|
$13.2 Million
2.6% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
22,070
shares
|
$13.2 Million
0.44% of portfolio
|
Q1 2024
Reduced 17.03%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Feb 05, 2025 Q4 2024 |
21,993
shares
|
$13.1 Million
11.44% of portfolio
|
Q4 2024
New holding
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Feb 13, 2025 Q4 2024 |
21,953
shares
|
$13.1 Million
0.18% of portfolio
|
Q4 2024
Added 7.39%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
21,943
shares
|
$13.1 Million
0.9% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Sfmg, LLC
|
Feb 11, 2025 Q4 2024 |
21,901
shares
|
$13.1 Million
1.03% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Little House Capital LLC
Braintree, MA |
Jan 30, 2025 Q4 2024 |
21,751
shares
|
$13 Million
3.68% of portfolio
|
Q4 2024
Added 160.18%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
21,707
shares
|
$13 Million
3.82% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
21,707
shares
|
$13 Million
0.87% of portfolio
|
Q4 2024
Added 10.52%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
21,658
shares
|
$12.9 Million
1.07% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Addison Capital CO
|
Feb 10, 2025 Q4 2024 |
21,616
shares
|
$12.9 Million
5.32% of portfolio
|
Q4 2024
Added 19.16%
|
|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
21,552
shares
|
$12.9 Million
1.36% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Benjamin Joseph Floyd Dba Floyd Capital Management
Texarkana, TX |
Jan 29, 2025 Q4 2024 |
21,430
shares
|
$12.8 Million
100.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Jan 21, 2025 Q4 2024 |
21,425
shares
|
$12.8 Million
11.72% of portfolio
|
Q4 2024
New holding
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
21,374
shares
|
$12.8 Million
4.16% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
21,361
shares
|
$12.8 Million
1.62% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
21,347
shares
|
$12.7 Million
4.36% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Edgewood Management LLC
Greenwich, CT |
Feb 13, 2025 Q4 2024 |
21,317
shares
|
$12.7 Million
0.04% of portfolio
|
Q4 2024
Added 31.9%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
21,311
shares
|
$12.7 Million
0.39% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Feb 10, 2025 Q4 2024 |
21,301
shares
|
$12.7 Million
0.37% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Monetta Financial Services Inc
Wheaton, IL |
Feb 11, 2025 Q4 2024 |
21,300
shares
|
$12.7 Million
10.1% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
21,282
shares
|
$12.7 Million
0.65% of portfolio
|
Q4 2024
Added 29.84%
|