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 |
|---|---|---|---|---|---|
|
5th Street Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1,117
shares
|
$679,102
0.31% of portfolio
|
Q3 2024
Added 46.59%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 30, 2024 Q3 2024 |
1,116
shares
|
$678,494
0.34% of portfolio
|
Q3 2024
Reduced 6.84%
|
|
|
Xcel Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
1,115
shares
|
$677,886
0.19% of portfolio
|
Q3 2024
Added 22.53%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
1,114
shares
|
$677,278
0.28% of portfolio
|
Q3 2024
Added 25.45%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
1,114
shares
|
$677,278
0.8% of portfolio
|
Q4 2024
Reduced 56.99%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jan 07, 2025 Q4 2024 |
1,113
shares
|
$676,670
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
1,110
shares
|
$674,846
0.19% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 12, 2024 Q3 2024 |
1,109
shares
|
$674,238
0.21% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
1,107
shares
|
$673,022
0.09% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
1,107
shares
|
$673,022
0.36% of portfolio
|
Q3 2024
Added 5.03%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
1,107
shares
|
$673,022
0.23% of portfolio
|
Q2 2024
Reduced 9.63%
|
|
|
Lincoln Capital LLC
|
Jan 16, 2025 Q4 2024 |
1,106
shares
|
$672,414
0.14% of portfolio
|
Q4 2024
Added 5.74%
|
|
|
Terra Nova Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
1,105
shares
|
$671,806
0.52% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
True Signal LP
New York, NY |
Jan 26, 2023 Q4 2022 |
1,100
shares
|
$668,767
0.32% of portfolio
|
Q4 2022
New holding
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
1,098
shares
|
$667,551
0.29% of portfolio
|
Q1 2024
Added 4.08%
|
|
|
Wilkins Investment Counsel Inc
|
Nov 12, 2024 Q3 2024 |
1,096
shares
|
$666,335
0.09% of portfolio
|
Q1 2024
Reduced 15.43%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
1,096
shares
|
$666,335
0.27% of portfolio
|
Q4 2024
Added 6.0%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Jan 14, 2025 Q4 2024 |
1,096
shares
|
$666,335
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
1,095
shares
|
$665,727
0.25% of portfolio
|
Q3 2024
Added 19.93%
|
|
|
Chico Wealth Ria
|
Jan 22, 2025 Q4 2024 |
1,094
shares
|
$665,119
0.56% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
1,091
shares
|
$663,295
0.11% of portfolio
|
Q3 2024
Added 55.19%
|
|
|
Sara Bay Financial
|
Jan 15, 2025 Q4 2024 |
1,088
shares
|
$661,471
0.24% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
1,088
shares
|
$661,471
0.56% of portfolio
|
Q4 2024
Reduced 5.72%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
1,085
shares
|
$659,647
0.3% of portfolio
|
Q1 2024
Reduced 8.05%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
1,085
shares
|
$659,647
0.12% of portfolio
|
Q3 2024
Reduced 1.18%
|