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 |
|---|---|---|---|---|---|
|
44 Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
827
shares
|
$462,615
0.19% of portfolio
|
Q4 2024
Added 86.68%
|
|
|
Hc Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
827
shares
|
$462,615
0.41% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Apr 07, 2025 Q1 2025 |
826
shares
|
$462,056
0.51% of portfolio
|
Q1 2025
Added 8.83%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Feb 12, 2025 Q4 2024 |
825
shares
|
$461,496
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Mittelman Wealth Management
Andover, MA |
Feb 18, 2025 Q4 2024 |
823
shares
|
$460,377
0.45% of portfolio
|
Q4 2024
Reduced 10.64%
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
821
shares
|
$459,259
0.08% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
821
shares
|
$459,259
0.27% of portfolio
|
Q4 2023
Added 0.12%
|
|
|
Forum Private Client Group LLC
|
Feb 13, 2025 Q4 2024 |
816
shares
|
$456,462
0.21% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
814
shares
|
$455,343
0.06% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
Arcadia Investment Management Corp
|
Feb 03, 2025 Q4 2024 |
811
shares
|
$453,665
0.08% of portfolio
|
Q4 2024
Added 10.04%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
811
shares
|
$453,665
0.16% of portfolio
|
Q4 2024
Added 28.32%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
811
shares
|
$453,665
0.14% of portfolio
|
Q2 2024
Reduced 80.39%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
810
shares
|
$453,105
0.03% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Feb 20, 2025 Q4 2024 |
810
shares
|
$453,105
0.55% of portfolio
|
Q4 2024
Added 25.56%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Jan 13, 2025 Q4 2024 |
809
shares
|
$452,546
0.6% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
808
shares
|
$451,987
0.12% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Adell Harriman & Carpenter Inc
|
Jan 30, 2025 Q4 2024 |
808
shares
|
$451,987
0.03% of portfolio
|
Q2 2024
Added 22.8%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Feb 13, 2025 Q4 2024 |
808
shares
|
$451,987
0.18% of portfolio
|
Q4 2024
Reduced 52.33%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
805
shares
|
$450,308
0.92% of portfolio
|
Q2 2024
Reduced 49.05%
|
|
|
Entrewealth, LLC
Austin, TX |
Feb 10, 2025 Q4 2024 |
804
shares
|
$449,749
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Feb 14, 2025 Q4 2024 |
804
shares
|
$449,749
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Financial Strategies Group, LLC
|
Feb 06, 2025 Q4 2024 |
803
shares
|
$449,190
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
803
shares
|
$449,190
0.07% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
West Hill Financial Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
802
shares
|
$448,630
0.11% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
800
shares
|
$447,512
0.12% of portfolio
|
Q1 2024
New holding
|