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 |
|---|---|---|---|---|---|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
5,668
shares
|
$3.37 Million
1.95% of portfolio
|
Q4 2024
New holding
|
|
|
Bellevue Group Ag
Kuesnacht, V8 |
Feb 14, 2025 Q4 2024 |
5,660
shares
|
$3.37 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
5,651
shares
|
$3.36 Million
0.2% of portfolio
|
Q4 2023
Added 6.12%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
5,651
shares
|
$3.36 Million
0.22% of portfolio
|
Q4 2024
Added 56.41%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
5,644
shares
|
$3.36 Million
0.49% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
5,644
shares
|
$3.36 Million
0.29% of portfolio
|
Q2 2023
Added 0.04%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
5,639
shares
|
$3.35 Million
0.66% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Capital City Trust CO
|
Feb 03, 2025 Q4 2024 |
5,636
shares
|
$3.35 Million
0.88% of portfolio
|
Q4 2024
Reduced 7.26%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
5,593
shares
|
$3.33 Million
0.31% of portfolio
|
Q4 2024
Added 21.22%
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
5,588
shares
|
$3.32 Million
0.42% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
5,576
shares
|
$3.32 Million
0.4% of portfolio
|
Q4 2022
Added 14.29%
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
5,571
shares
|
$3.31 Million
0.47% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Merrion Investment Management Co, LLC
|
Jan 23, 2025 Q4 2024 |
5,570
shares
|
$3.31 Million
2.38% of portfolio
|
Q3 2024
Reduced 7.48%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Feb 04, 2025 Q4 2024 |
5,563
shares
|
$3.31 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Q3 Asset Management
|
Jan 24, 2025 Q4 2024 |
5,554
shares
|
$3.3 Million
2.02% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
5,545
shares
|
$3.3 Million
0.15% of portfolio
|
Q2 2022
Added 6.43%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jan 31, 2025 Q4 2024 |
5,536
shares
|
$3.29 Million
0.85% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
5,532
shares
|
$3.29 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Mitchell Sinkler & Starr
|
Feb 12, 2025 Q4 2024 |
5,530
shares
|
$3.29 Million
0.87% of portfolio
|
Q4 2024
Reduced 18.44%
|
|
|
Meketa Capital, LLC
Westwood, MA |
Feb 14, 2025 Q4 2024 |
5,527
shares
|
$3.29 Million
7.26% of portfolio
|
Q4 2024
New holding
|
|
|
Meketa Investment Group Inc /Adv
Westwood, MA |
Feb 14, 2025 Q4 2024 |
5,527
shares
|
$3.29 Million
7.26% of portfolio
|
Q4 2024
New holding
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
5,525
shares
|
$3.28 Million
0.82% of portfolio
|
Q2 2022
Reduced 1.46%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Feb 07, 2025 Q4 2024 |
5,525
shares
|
$3.28 Million
0.4% of portfolio
|
Q4 2024
Added 251.02%
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
5,509
shares
|
$3.28 Million
0.21% of portfolio
|
Q4 2024
Reduced 6.2%
|
|
|
Albar Capital Partners LLP
London, X0 |
Feb 14, 2025 Q4 2024 |
5,507
shares
|
$3.27 Million
0.78% of portfolio
|
Q4 2024
New holding
|