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 |
|---|---|---|---|---|---|
|
Regency Capital Management Inc.\De
|
Jan 21, 2025 Q4 2024 |
454
shares
|
$276,018
0.16% of portfolio
|
Q3 2024
Added 14.36%
|
|
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
Oct 17, 2024 Q3 2024 |
454
shares
|
$276,018
0.21% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
454
shares
|
$276,018
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
453
shares
|
$275,410
0.05% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
452
shares
|
$274,802
0.02% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jan 24, 2025 Q4 2024 |
451
shares
|
$274,194
0.13% of portfolio
|
Q3 2024
Reduced 36.21%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
451
shares
|
$274,194
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Schulhoff & CO Inc
|
Nov 06, 2024 Q3 2024 |
450
shares
|
$273,586
0.12% of portfolio
|
Q2 2024
Reduced 5.26%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Nov 08, 2024 Q3 2024 |
450
shares
|
$273,586
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Oct 29, 2024 Q3 2024 |
450
shares
|
$273,586
0.15% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Walter & Keenan Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
449
shares
|
$272,978
0.08% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jan 22, 2025 Q4 2024 |
448
shares
|
$272,370
0.12% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 13, 2024 Q3 2024 |
447
shares
|
$271,762
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
445
shares
|
$270,546
0.34% of portfolio
|
Q1 2024
Reduced 21.93%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jan 23, 2025 Q4 2024 |
445
shares
|
$270,546
0.05% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
444
shares
|
$269,938
0.1% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
44 Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
443
shares
|
$269,330
0.09% of portfolio
|
Q3 2024
Reduced 13.65%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
443
shares
|
$269,330
0.12% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Pachira Investments Inc.
|
Oct 17, 2024 Q3 2024 |
442
shares
|
$268,722
0.2% of portfolio
|
Q3 2024
Added 6.0%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
442
shares
|
$268,722
0.06% of portfolio
|
Q2 2023
Reduced 38.35%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jan 03, 2025 Q4 2024 |
442
shares
|
$268,722
0.14% of portfolio
|
Q4 2024
Reduced 7.92%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Jan 23, 2025 Q4 2024 |
437
shares
|
$265,682
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
436
shares
|
$265,074
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
435
shares
|
$264,466
0.07% of portfolio
|
Q3 2024
Reduced 18.54%
|
|
|
Cornerstone Investment Partners, LLC
|
Nov 13, 2024 Q3 2024 |
435
shares
|
$264,466
0.01% of portfolio
|
Q3 2024
New holding
|