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 |
|---|---|---|---|---|---|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
553
shares
|
$336,207
0.07% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
552
shares
|
$335,599
0.36% of portfolio
|
Q3 2022
New holding
|
|
|
Tenret CO LLC
|
Nov 14, 2024 Q3 2024 |
551
shares
|
$334,991
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
551
shares
|
$334,991
0.26% of portfolio
|
Q2 2024
Reduced 1.78%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
547
shares
|
$332,559
0.11% of portfolio
|
Q3 2024
Reduced 14.93%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
545
shares
|
$331,343
0.24% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
542
shares
|
$329,519
0.07% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jan 15, 2025 Q4 2024 |
542
shares
|
$329,519
0.24% of portfolio
|
Q4 2024
Reduced 6.87%
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
536
shares
|
$325,871
0.15% of portfolio
|
Q3 2024
Reduced 35.5%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
536
shares
|
$325,871
0.15% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
535
shares
|
$325,263
0.14% of portfolio
|
Q1 2022
Reduced 2.73%
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
Nov 15, 2024 Q3 2024 |
535
shares
|
$325,263
0.11% of portfolio
|
Q1 2024
Reduced 1.83%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
533
shares
|
$324,048
0.28% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Sunburst Financial Group, LLC
|
Oct 25, 2024 Q3 2024 |
532
shares
|
$323,440
0.08% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Disciplined Equity Management, Inc.
|
Jan 21, 2025 Q4 2024 |
532
shares
|
$323,440
0.2% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
530
shares
|
$322,224
0.19% of portfolio
|
Q1 2024
Reduced 6.36%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Nov 12, 2024 Q3 2024 |
530
shares
|
$322,224
0.19% of portfolio
|
Q2 2023
Reduced 30.26%
|
|
|
United Bank
|
Nov 01, 2024 Q3 2024 |
528
shares
|
$321,008
0.14% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
528
shares
|
$321,008
0.2% of portfolio
|
Q2 2024
Reduced 1.31%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
527
shares
|
$320,400
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jan 15, 2025 Q4 2024 |
526
shares
|
$319,792
0.18% of portfolio
|
Q4 2024
Reduced 14.47%
|
|
|
Oak Family Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
523
shares
|
$317,968
0.11% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
522
shares
|
$317,360
0.2% of portfolio
|
Q3 2024
Reduced 12.42%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
521
shares
|
$316,752
0.13% of portfolio
|
Q2 2024
Reduced 3.34%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
520
shares
|
$316,144
0.23% of portfolio
|
Q3 2024
Reduced 0.57%
|