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 |
|---|---|---|---|---|---|
|
Cornerstone Advisory, LLC
|
Feb 18, 2025 Q4 2024 |
5,506
shares
|
$3.27 Million
0.41% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,497
shares
|
$3.27 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
5,487
shares
|
$3.26 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
5,486
shares
|
$3.26 Million
0.37% of portfolio
|
Q2 2023
Added 2.85%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
5,472
shares
|
$3.25 Million
1.38% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Feb 12, 2025 Q4 2024 |
5,462
shares
|
$3.25 Million
1.38% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Wallington Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
5,456
shares
|
$3.24 Million
0.46% of portfolio
|
Q4 2024
Reduced 7.31%
|
|
|
Middleton & CO Inc
|
Feb 05, 2025 Q4 2024 |
5,447
shares
|
$3.24 Million
0.36% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
5,445
shares
|
$3.24 Million
3.08% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
5,434
shares
|
$3.23 Million
0.18% of portfolio
|
Q4 2024
Added 4.68%
|
|
|
Geometric Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
5,429
shares
|
$3.23 Million
0.6% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Capital Research Global Investors
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
5,427
shares
|
$3.23 Million
0.0% of portfolio
|
Q4 2024
Added 52.87%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
5,424
shares
|
$3.22 Million
0.14% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Feb 06, 2025 Q4 2024 |
5,422
shares
|
$3.22 Million
0.19% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Feb 10, 2025 Q4 2024 |
5,415
shares
|
$3.22 Million
1.76% of portfolio
|
Q4 2024
New holding
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
5,414
shares
|
$3.22 Million
0.93% of portfolio
|
Q4 2024
Reduced 7.37%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
5,406
shares
|
$3.21 Million
1.95% of portfolio
|
Q4 2024
Reduced 13.72%
|
|
|
Leeward Financial Partners, LLC
|
Feb 12, 2025 Q4 2024 |
5,404
shares
|
$3.21 Million
1.14% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
5,388
shares
|
$3.2 Million
0.18% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jan 13, 2025 Q4 2024 |
5,380
shares
|
$3.2 Million
1.57% of portfolio
|
Q3 2024
Reduced 14.26%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
5,379
shares
|
$3.2 Million
2.01% of portfolio
|
Q4 2024
Added 47.45%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
5,375
shares
|
$3.2 Million
0.08% of portfolio
|
Q4 2024
Added 21.55%
|
|
|
Summit Place Financial Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
5,372
shares
|
$3.19 Million
1.92% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
5,367
shares
|
$3.19 Million
1.02% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Horizon Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
5,357
shares
|
$3.18 Million
0.55% of portfolio
|
Q4 2024
Reduced 67.8%
|