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 |
|---|---|---|---|---|---|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
13,813
shares
|
$8.25 Million
0.92% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
13,792
shares
|
$8.24 Million
8.04% of portfolio
|
Q4 2024
Added 18.61%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
13,722
shares
|
$8.19 Million
1.86% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
13,711
shares
|
$8.19 Million
3.16% of portfolio
|
Q1 2024
Reduced 4.41%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Feb 04, 2025 Q4 2024 |
13,706
shares
|
$8.19 Million
6.3% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Washington Capital Management Inc
|
Jan 23, 2025 Q4 2024 |
13,671
shares
|
$8.16 Million
6.48% of portfolio
|
Q4 2024
Reduced 3.97%
|
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
13,641
shares
|
$8.15 Million
3.14% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Cmg Global Holdings, LLC
|
Jan 23, 2025 Q4 2024 |
13,623
shares
|
$8.14 Million
4.81% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Iron Financial, LLC
|
Jan 22, 2025 Q4 2024 |
13,611
shares
|
$8.13 Million
4.54% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
13,577
shares
|
$8.11 Million
0.76% of portfolio
|
Q4 2024
Added 8.71%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Feb 07, 2025 Q4 2024 |
13,570
shares
|
$8.1 Million
3.92% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
13,533
shares
|
$8.08 Million
3.54% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Vulcan Value Partners, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
13,518
shares
|
$8.07 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Cvfg LLC
Shelbyville, IN |
Jan 15, 2025 Q4 2024 |
13,463
shares
|
$8.04 Million
7.2% of portfolio
|
Q4 2024
New holding
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Feb 13, 2025 Q4 2024 |
13,460
shares
|
$8.04 Million
0.42% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Arcus Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
13,445
shares
|
$8.03 Million
3.03% of portfolio
|
Q4 2024
Added 54.91%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
13,421
shares
|
$8.02 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
13,412
shares
|
$8.01 Million
4.28% of portfolio
|
Q3 2023
Reduced 0.4%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Jan 27, 2025 Q4 2024 |
13,410
shares
|
$8.01 Million
1.06% of portfolio
|
Q4 2023
Reduced 3.94%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
13,409
shares
|
$8.01 Million
0.23% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Autumn Glory Partners, LLC
|
Jan 30, 2025 Q4 2024 |
13,404
shares
|
$8.01 Million
3.92% of portfolio
|
Q4 2024
Reduced 18.67%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jan 16, 2025 Q4 2024 |
13,380
shares
|
$7.99 Million
3.36% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
13,361
shares
|
$7.98 Million
2.18% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
13,356
shares
|
$7.98 Million
1.88% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
13,350
shares
|
$7.97 Million
3.46% of portfolio
|
Q4 2024
Added 0.69%
|