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 |
|---|---|---|---|---|---|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
5,052
shares
|
$3 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Feb 14, 2025 Q4 2024 |
5,052
shares
|
$3 Million
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Feb 13, 2025 Q4 2024 |
5,050
shares
|
$3 Million
0.74% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Strategic Advisors LLC
|
Jan 31, 2025 Q4 2024 |
5,047
shares
|
$3 Million
0.54% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Holderness Investments CO
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
5,047
shares
|
$3 Million
0.66% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
5,032
shares
|
$2.99 Million
2.02% of portfolio
|
Q2 2022
Added 23.94%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
5,029
shares
|
$2.99 Million
0.94% of portfolio
|
Q4 2023
Reduced 0.02%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
5,025
shares
|
$2.99 Million
0.55% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
5,024
shares
|
$2.99 Million
0.31% of portfolio
|
Q4 2024
Added 55.49%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
5,020
shares
|
$2.98 Million
1.06% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
5,014
shares
|
$2.98 Million
0.42% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
5,000
shares
|
$2.97 Million
0.18% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Jan 30, 2025 Q4 2024 |
4,981
shares
|
$2.96 Million
2.08% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Asset Allocation & Management Company, LLC
|
Jan 13, 2025 Q4 2024 |
4,979
shares
|
$2.96 Million
1.6% of portfolio
|
Q1 2024
Reduced 9.91%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Jan 16, 2025 Q4 2024 |
4,963
shares
|
$2.95 Million
1.7% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
4,959
shares
|
$2.95 Million
0.6% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
4,958
shares
|
$2.95 Million
0.48% of portfolio
|
Q4 2024
Added 16.77%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Feb 05, 2025 Q4 2024 |
4,956
shares
|
$2.95 Million
1.28% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
4,955
shares
|
$2.94 Million
0.36% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
4,944
shares
|
$2.94 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
4,940
shares
|
$2.94 Million
0.27% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
4,939
shares
|
$2.93 Million
0.45% of portfolio
|
Q4 2024
Reduced 6.28%
|
|
|
Bhk Investment Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
4,939
shares
|
$2.93 Million
1.09% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
4,933
shares
|
$2.93 Million
0.28% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
4,923
shares
|
$2.93 Million
0.17% of portfolio
|
Q4 2024
Reduced 54.18%
|