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 $356 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jackson Square Capital, LLC
|
Jan 15, 2025 Q4 2024 |
5,860
shares
|
$3.48 Million
0.9% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
North Star Asset Management Inc
|
Feb 19, 2025 Q4 2024 |
5,860
shares
|
$3.48 Million
0.16% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Jan 17, 2025 Q4 2024 |
5,853
shares
|
$3.48 Million
6.11% of portfolio
|
Q4 2024
Added 10.27%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
5,851
shares
|
$3.48 Million
2.13% of portfolio
|
Q4 2024
Reduced 28.09%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
5,807
shares
|
$3.45 Million
0.32% of portfolio
|
Q4 2024
Added 15.72%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Jan 13, 2025 Q4 2024 |
5,802
shares
|
$3.45 Million
3.58% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
5,794
shares
|
$3.44 Million
0.84% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
5,793
shares
|
$3.44 Million
1.11% of portfolio
|
Q3 2023
Reduced 0.52%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Feb 14, 2025 Q4 2024 |
5,790
shares
|
$3.44 Million
0.52% of portfolio
|
Q4 2024
Added 17.68%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Feb 14, 2025 Q4 2024 |
5,786
shares
|
$3.44 Million
0.81% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
5,785
shares
|
$3.44 Million
0.86% of portfolio
|
Q3 2024
Reduced 51.0%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
5,766
shares
|
$3.43 Million
1.34% of portfolio
|
Q4 2024
New holding
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
5,757
shares
|
$3.42 Million
0.85% of portfolio
|
Q4 2024
Added 8.89%
|
|
|
Parisi Gray Wealth Management
|
Jan 13, 2025 Q4 2024 |
5,746
shares
|
$3.42 Million
1.08% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,742
shares
|
$3.41 Million
0.5% of portfolio
|
Q4 2024
Added 14.95%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Feb 10, 2025 Q4 2024 |
5,741
shares
|
$3.41 Million
0.97% of portfolio
|
Q1 2024
Reduced 1.88%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
5,737
shares
|
$3.41 Million
0.63% of portfolio
|
Q4 2024
Reduced 9.82%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
5,728
shares
|
$3.41 Million
1.15% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
5,716
shares
|
$3.4 Million
1.05% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Libra Wealth LLC
|
Jan 22, 2025 Q4 2024 |
5,703
shares
|
$3.39 Million
1.32% of portfolio
|
Q1 2024
Reduced 0.54%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
5,700
shares
|
$3.39 Million
0.54% of portfolio
|
Q4 2023
Reduced 59.62%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
5,684
shares
|
$3.38 Million
0.7% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
5,673
shares
|
$3.37 Million
0.12% of portfolio
|
Q4 2024
Reduced 6.36%
|
|
|
Ameraudi Asset Management, Inc.
|
Feb 12, 2025 Q4 2024 |
5,670
shares
|
$3.37 Million
1.83% of portfolio
|
Q4 2024
Reduced 25.41%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
5,668
shares
|
$3.37 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.37%
|