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 5,031 institutions that hold shares in the stock, with a total of 603 Million shares, which have been reported (via 13F filing form) to have a value of $337 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Interactive Financial Advisors
Chicago, IL |
Feb 06, 2025 Q4 2024 |
1,073
shares
|
$600,225
0.34% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
1,072
shares
|
$599,666
0.35% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Nova R Wealth, Inc.
|
Jan 30, 2025 Q4 2024 |
1,065
shares
|
$595,750
0.33% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
1,064
shares
|
$595,190
0.1% of portfolio
|
Q2 2022
Reduced 16.22%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
1,061
shares
|
$593,512
0.29% of portfolio
|
Q4 2024
Reduced 54.23%
|
|
|
Krs Capital Management, LLC
|
Apr 11, 2025 Q1 2025 |
1,057
shares
|
$591,275
0.47% of portfolio
|
Q4 2021
New holding
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Feb 14, 2025 Q4 2024 |
1,056
shares
|
$590,715
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Apr 14, 2025 Q1 2025 |
1,055
shares
|
$590,156
0.41% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Clark Estates Inc
New York, NY |
Feb 06, 2025 Q4 2024 |
1,054
shares
|
$589,597
0.16% of portfolio
|
Q1 2023
New holding
|
|
|
Elite Life Management LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
1,053
shares
|
$589,037
1.83% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
1,051
shares
|
$587,918
0.3% of portfolio
|
Q1 2025
Added 49.5%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jan 21, 2025 Q4 2024 |
1,051
shares
|
$587,918
0.17% of portfolio
|
Q1 2024
Reduced 26.55%
|
|
|
Smith Shellnut Wilson LLC
|
Mar 04, 2025 Q4 2024 |
1,050
shares
|
$587,359
0.28% of portfolio
|
Q4 2023
Added 24.7%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Feb 14, 2025 Q4 2024 |
1,050
shares
|
$587,359
0.41% of portfolio
|
Q3 2023
Reduced 4.55%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
1,048
shares
|
$586,240
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
1,046
shares
|
$585,121
0.07% of portfolio
|
Q2 2024
Added 1.55%
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
1,044
shares
|
$584,003
0.09% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Feb 11, 2025 Q4 2024 |
1,044
shares
|
$584,003
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
1,043
shares
|
$583,443
0.09% of portfolio
|
Q4 2024
Added 12.15%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,042
shares
|
$582,884
0.3% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
1,041
shares
|
$582,324
0.23% of portfolio
|
Q4 2024
Added 50.87%
|
|
|
Keystone Financial Services
|
Jan 30, 2025 Q4 2024 |
1,040
shares
|
$581,765
0.24% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Mendel Money Management
Northbrook, IL |
Feb 11, 2025 Q4 2024 |
1,039
shares
|
$581,206
0.29% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Compass Financial Group, Inc.
|
Feb 05, 2025 Q4 2024 |
1,038
shares
|
$580,646
0.31% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
1,037
shares
|
$580,087
0.03% of portfolio
|
Q4 2024
Added 0.1%
|