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 |
|---|---|---|---|---|---|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
16,709
shares
|
$9.98 Million
1.24% of portfolio
|
Q4 2024
Added 75.87%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
16,708
shares
|
$9.98 Million
4.48% of portfolio
|
Q4 2024
Added 21.97%
|
|
|
Paragon Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
16,687
shares
|
$9.97 Million
2.04% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
16,678
shares
|
$9.96 Million
1.77% of portfolio
|
Q2 2022
Added 0.02%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
16,674
shares
|
$9.96 Million
1.02% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Feb 05, 2025 Q4 2024 |
16,646
shares
|
$9.94 Million
1.1% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
16,632
shares
|
$9.93 Million
1.16% of portfolio
|
Q4 2024
Added 7.08%
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
16,598
shares
|
$9.91 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
16,586
shares
|
$9.91 Million
0.56% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
16,584
shares
|
$9.9 Million
2.34% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Feb 03, 2025 Q4 2024 |
16,568
shares
|
$9.89 Million
2.12% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
16,522
shares
|
$9.87 Million
5.69% of portfolio
|
Q4 2024
New holding
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 22, 2025 Q4 2024 |
16,504
shares
|
$9.86 Million
4.13% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
16,485
shares
|
$9.85 Million
4.59% of portfolio
|
Q4 2024
Reduced 23.46%
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
16,478
shares
|
$9.84 Million
1.25% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
16,467
shares
|
$9.83 Million
0.13% of portfolio
|
Q4 2024
Reduced 42.34%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
16,406
shares
|
$9.8 Million
0.57% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
16,395
shares
|
$9.79 Million
0.45% of portfolio
|
Q2 2022
Added 1.12%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
16,371
shares
|
$9.78 Million
0.39% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Chatham Capital Group, Inc.
|
Feb 06, 2025 Q4 2024 |
16,355
shares
|
$9.77 Million
1.61% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Pinnacle Financial Group, LLC
|
Feb 14, 2025 Q4 2024 |
16,307
shares
|
$9.74 Million
3.8% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
16,244
shares
|
$9.7 Million
0.19% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
Codex Capital, L.L.C.
New York, NY |
May 07, 2024 Q1 2024 |
16,220
shares
|
$9.69 Million
4.14% of portfolio
|
Q2 2021
Added 2.01%
|
|
|
Coho Partners, Ltd.
|
Jan 30, 2025 Q4 2024 |
16,121
shares
|
$9.63 Million
0.44% of portfolio
|
Q4 2024
Added 2246.58%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Feb 13, 2025 Q4 2024 |
16,079
shares
|
$9.6 Million
1.63% of portfolio
|
Q4 2024
Added 904.31%
|