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 |
|---|---|---|---|---|---|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
13,281
shares
|
$7.93 Million
0.31% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
13,190
shares
|
$7.88 Million
4.39% of portfolio
|
Q2 2024
Reduced 31.53%
|
|
|
Iowa State Bank
|
Jan 06, 2025 Q4 2024 |
13,152
shares
|
$7.85 Million
1.62% of portfolio
|
Q4 2024
Reduced 7.26%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Jan 28, 2025 Q4 2024 |
13,121
shares
|
$7.84 Million
2.49% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
13,114
shares
|
$7.83 Million
0.3% of portfolio
|
Q3 2022
Added 2.9%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 22, 2025 Q4 2024 |
13,070
shares
|
$7.81 Million
2.25% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
13,069
shares
|
$7.8 Million
0.69% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
13,051
shares
|
$7.79 Million
0.12% of portfolio
|
Q4 2024
Added 5.83%
|
|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
13,031
shares
|
$7.78 Million
4.11% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
13,025
shares
|
$7.78 Million
0.6% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
12,990
shares
|
$7.76 Million
2.81% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
12,955
shares
|
$7.74 Million
0.64% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
12,937
shares
|
$7.73 Million
0.58% of portfolio
|
Q2 2022
Added 19.89%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
12,935
shares
|
$7.72 Million
1.75% of portfolio
|
Q4 2024
Added 193.64%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
12,925
shares
|
$7.72 Million
0.59% of portfolio
|
Q4 2024
Added 1948.34%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,918
shares
|
$7.71 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
12,915
shares
|
$7.71 Million
0.48% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
12,894
shares
|
$7.7 Million
3.84% of portfolio
|
Q2 2024
Reduced 7.16%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
12,876
shares
|
$7.69 Million
1.25% of portfolio
|
Q3 2022
Reduced 1.49%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
12,858
shares
|
$7.68 Million
0.15% of portfolio
|
Q4 2024
Added 7.24%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
12,843
shares
|
$7.67 Million
0.24% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Vontobel Asset Management Inc
New York, NY |
May 15, 2024 Q1 2024 |
12,843
shares
|
$7.67 Million
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
12,842
shares
|
$7.67 Million
1.71% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
12,833
shares
|
$7.66 Million
0.53% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Feb 14, 2025 Q4 2024 |
12,760
shares
|
$7.62 Million
6.91% of portfolio
|
Q4 2024
New holding
|