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 |
|---|---|---|---|---|---|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
15,793
shares
|
$9.43 Million
4.01% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
15,788
shares
|
$9.43 Million
2.4% of portfolio
|
Q4 2024
Reduced 7.03%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
15,746
shares
|
$9.4 Million
1.66% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
15,725
shares
|
$9.39 Million
0.92% of portfolio
|
Q4 2024
Added 11.15%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
15,662
shares
|
$9.35 Million
3.36% of portfolio
|
Q2 2022
Reduced 22.23%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
15,655
shares
|
$9.35 Million
0.33% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Nelson Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
15,607
shares
|
$9.32 Million
1.53% of portfolio
|
Q4 2024
Added 6.99%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
15,599
shares
|
$9.32 Million
0.87% of portfolio
|
Q4 2024
Added 1391.3%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
15,576
shares
|
$9.3 Million
0.55% of portfolio
|
Q4 2024
Added 36.14%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
15,568
shares
|
$9.3 Million
0.09% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
15,561
shares
|
$9.29 Million
0.54% of portfolio
|
Q4 2024
Reduced 30.67%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
15,559
shares
|
$9.29 Million
0.7% of portfolio
|
Q4 2024
Reduced 29.13%
|
|
|
Marshall Wace, LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
15,533
shares
|
$9.28 Million
0.01% of portfolio
|
Q4 2024
Reduced 99.17%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Jan 14, 2025 Q4 2024 |
15,531
shares
|
$9.28 Million
9.41% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
15,526
shares
|
$9.27 Million
0.65% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
Feb 14, 2025 Q4 2024 |
15,515
shares
|
$9.27 Million
1.0% of portfolio
|
Q3 2024
New holding
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Feb 04, 2025 Q4 2024 |
15,507
shares
|
$9.26 Million
4.1% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
15,486
shares
|
$9.25 Million
5.92% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
15,477
shares
|
$9.24 Million
1.43% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Jan 21, 2025 Q4 2024 |
15,448
shares
|
$9.23 Million
2.34% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Enterprise Bank & Trust CO
|
Jan 13, 2025 Q4 2024 |
15,390
shares
|
$9.19 Million
2.99% of portfolio
|
Q4 2024
Added 12.2%
|
|
|
Rb Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
15,390
shares
|
$9.19 Million
2.17% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Ramiah Investment Group
Brookfield, WI |
Feb 10, 2025 Q4 2023 |
15,389
shares
|
$9.19 Million
7.95% of portfolio
|
Q4 2023
Reduced 50.58%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Feb 14, 2025 Q4 2024 |
15,375
shares
|
$9.18 Million
1.7% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
15,353
shares
|
$9.17 Million
1.95% of portfolio
|
Q4 2024
Reduced 4.88%
|