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 |
|---|---|---|---|---|---|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
21,282
shares
|
$12.7 Million
1.77% of portfolio
|
Q4 2024
New holding
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Feb 14, 2025 Q4 2024 |
21,239
shares
|
$12.7 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 21, 2025 Q4 2024 |
21,195
shares
|
$12.7 Million
0.8% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
21,154
shares
|
$12.6 Million
1.27% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Comprehensive Financial Management LLC
Los Gatos, CA |
Feb 14, 2025 Q4 2024 |
21,142
shares
|
$12.6 Million
0.34% of portfolio
|
Q1 2024
Reduced 12.06%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
21,086
shares
|
$12.6 Million
3.95% of portfolio
|
Q1 2024
Added 4.27%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
21,005
shares
|
$12.5 Million
0.43% of portfolio
|
Q4 2024
Reduced 7.06%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jan 16, 2025 Q4 2024 |
20,955
shares
|
$12.5 Million
4.34% of portfolio
|
Q4 2024
Added 15.0%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
20,943
shares
|
$12.5 Million
13.45% of portfolio
|
Q2 2024
Added 15.66%
|
|
|
Carrhae Capital LLP
London, X0 |
Feb 11, 2025 Q4 2024 |
20,931
shares
|
$12.5 Million
1.03% of portfolio
|
Q4 2024
Reduced 21.13%
|
|
|
Ostrum Asset Management
Paris, I0 |
Feb 13, 2025 Q4 2024 |
20,910
shares
|
$12.5 Million
1.06% of portfolio
|
Q4 2024
Reduced 20.83%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
20,857
shares
|
$12.5 Million
1.09% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
20,857
shares
|
$12.5 Million
7.27% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
20,829
shares
|
$12.4 Million
2.69% of portfolio
|
Q4 2024
Reduced 5.94%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
20,712
shares
|
$12.4 Million
10.07% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jan 23, 2025 Q4 2024 |
20,656
shares
|
$12.3 Million
5.61% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
20,622
shares
|
$12.3 Million
0.92% of portfolio
|
Q4 2024
Reduced 6.22%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
20,589
shares
|
$12.3 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
20,512
shares
|
$12.2 Million
1.09% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
20,492
shares
|
$12.2 Million
0.83% of portfolio
|
Q4 2024
Added 300.94%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
20,490
shares
|
$12.2 Million
4.5% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jan 21, 2025 Q4 2024 |
20,485
shares
|
$12.2 Million
5.71% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Towercrest Capital Management
Newtown, PA |
Feb 11, 2025 Q4 2024 |
20,485
shares
|
$12.2 Million
1.91% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
20,485
shares
|
$12.2 Million
1.68% of portfolio
|
Q4 2024
Added 7.96%
|
|
|
Sage Capital Advisors,Llc
|
Jan 10, 2025 Q4 2024 |
20,472
shares
|
$12.2 Million
3.2% of portfolio
|
Q4 2024
Reduced 1.2%
|