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 |
|---|---|---|---|---|---|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
20,436
shares
|
$12.2 Million
13.37% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Feb 12, 2025 Q4 2024 |
20,407
shares
|
$12.2 Million
6.63% of portfolio
|
Q4 2024
Added 7.49%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jan 13, 2025 Q4 2024 |
20,364
shares
|
$12.2 Million
5.32% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Jan 23, 2025 Q4 2024 |
20,354
shares
|
$12.2 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
20,278
shares
|
$12.1 Million
2.07% of portfolio
|
Q4 2024
Reduced 8.71%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
20,238
shares
|
$12.1 Million
1.41% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 15, 2025 Q4 2024 |
20,205
shares
|
$12.1 Million
4.06% of portfolio
|
Q4 2024
Added 12.69%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Feb 13, 2025 Q4 2024 |
20,139
shares
|
$12 Million
1.22% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Schrum Private Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
20,124
shares
|
$12 Million
10.01% of portfolio
|
Q4 2024
Reduced 43.92%
|
|
|
Cypress Capital Group
|
Feb 06, 2025 Q4 2024 |
20,110
shares
|
$12 Million
1.48% of portfolio
|
Q4 2024
Reduced 7.54%
|
|
|
Precept Management LLC
Dallas, TX |
Nov 14, 2023 Q3 2023 |
20,000
shares
|
$11.9 Million
6.83% of portfolio
|
Q2 2023
Reduced 54.55%
|
|
|
Isomer Partners LP
New York, NY |
Feb 03, 2025 Q4 2024 |
20,000
shares
|
$11.9 Million
15.92% of portfolio
|
Q4 2024
New holding
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
20,000
shares
|
$11.9 Million
1.49% of portfolio
|
Q4 2024
New holding
|
|
|
Bienville Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
19,986
shares
|
$11.9 Million
3.06% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
19,958
shares
|
$11.9 Million
2.4% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
19,958
shares
|
$11.9 Million
0.19% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Ndwm LLC
La Jolla, CA |
Feb 04, 2025 Q4 2024 |
19,834
shares
|
$11.8 Million
9.72% of portfolio
|
Q4 2024
Added 50.36%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jan 31, 2025 Q4 2024 |
19,820
shares
|
$11.8 Million
9.03% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Financial Guidance Group, Inc.
|
Jan 29, 2025 Q4 2024 |
19,819
shares
|
$11.8 Million
7.14% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Highview Capital Management LLC
|
Feb 18, 2025 Q4 2024 |
19,810
shares
|
$11.8 Million
4.54% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
19,806
shares
|
$11.8 Million
0.01% of portfolio
|
Q4 2023
Reduced 40.81%
|
|
|
Paulson Wealth Management Inc.
|
Feb 13, 2025 Q4 2024 |
19,804
shares
|
$11.8 Million
3.19% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Feb 13, 2025 Q4 2024 |
19,687
shares
|
$11.8 Million
3.56% of portfolio
|
Q4 2024
Added 419.72%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
19,665
shares
|
$11.7 Million
0.28% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
19,644
shares
|
$11.7 Million
0.57% of portfolio
|
Q4 2024
Reduced 13.71%
|