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 4,618 institutions that hold shares in the stock, with a total of 577 Million shares, which have been reported (via 13F filing form) to have a value of $351 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Abundance Wealth Counselors
|
Jan 24, 2025 Q4 2024 |
1,491
shares
|
$906,483
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
1,488
shares
|
$904,659
0.14% of portfolio
|
Q4 2024
Reduced 3.25%
|
|
|
Nichols & Pratt Advisers LLP
|
Oct 25, 2024 Q3 2024 |
1,486
shares
|
$903,443
0.06% of portfolio
|
Q2 2024
Added 4.13%
|
|
|
Patient Capital Management, LLC
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
1,486
shares
|
$903,443
0.05% of portfolio
|
Q3 2024
Added 101.36%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
1,483
shares
|
$901,619
0.09% of portfolio
|
Q4 2024
Reduced 22.56%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
1,482
shares
|
$901,011
0.3% of portfolio
|
Q2 2024
Added 9.13%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
1,481
shares
|
$900,403
0.18% of portfolio
|
Q1 2023
Reduced 32.59%
|
|
|
Fenimore Asset Management Inc
|
Jan 21, 2025 Q4 2024 |
1,477
shares
|
$897,971
0.02% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Ted Buchan & CO
San Diego, CA |
Nov 01, 2024 Q3 2024 |
1,475
shares
|
$896,755
0.4% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 14, 2024 Q3 2024 |
1,474
shares
|
$896,147
0.59% of portfolio
|
Q4 2023
Reduced 0.27%
|
|
|
Capital Counsel LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,474
shares
|
$896,147
0.04% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
1,474
shares
|
$896,147
0.49% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
1,473
shares
|
$895,539
0.16% of portfolio
|
Q2 2024
Added 4.99%
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
1,473
shares
|
$895,539
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
1,470
shares
|
$893,715
0.55% of portfolio
|
Q4 2022
Reduced 36.61%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
1,467
shares
|
$891,891
0.22% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
1,465
shares
|
$890,676
0.24% of portfolio
|
Q3 2024
Added 215.05%
|
|
|
Beech Hill Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
1,462
shares
|
$888,852
0.33% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Encompass Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,456
shares
|
$885,204
0.3% of portfolio
|
Q2 2024
Reduced 1.89%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
1,454
shares
|
$883,988
0.36% of portfolio
|
Q2 2024
Reduced 0.89%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
1,453
shares
|
$883,380
0.57% of portfolio
|
Q3 2024
Reduced 94.06%
|
|
|
Wiser Wealth Management, Inc
|
Jan 14, 2025 Q4 2024 |
1,448
shares
|
$880,340
0.24% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
1,444
shares
|
$877,908
0.18% of portfolio
|
Q3 2024
Reduced 9.69%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2024 Q3 2024 |
1,440
shares
|
$875,476
0.93% of portfolio
|
Q3 2024
Added 80.68%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
1,435
shares
|
$872,436
0.07% of portfolio
|
Q3 2024
Added 37.72%
|