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 |
|---|---|---|---|---|---|
|
Wespac Advisors So Cal, LLC
|
Nov 06, 2024 Q3 2024 |
406
shares
|
$246,835
0.05% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Synergy Financial Group, LTD
|
Nov 15, 2024 Q3 2024 |
406
shares
|
$246,835
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 09, 2024 Q3 2024 |
406
shares
|
$246,835
0.25% of portfolio
|
Q3 2024
Reduced 19.28%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jan 23, 2025 Q4 2024 |
406
shares
|
$246,835
0.18% of portfolio
|
Q4 2024
Reduced 16.97%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Oct 28, 2024 Q3 2024 |
405
shares
|
$246,227
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
404
shares
|
$245,619
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Nov 14, 2024 Q3 2024 |
404
shares
|
$245,619
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Avalon Advisory Group
Wexford, PA |
Jan 15, 2025 Q4 2024 |
403
shares
|
$245,011
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
First Bank & Trust
|
Oct 24, 2024 Q3 2024 |
402
shares
|
$244,403
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Murphy Pohlad Asset Management LLC
|
Jan 23, 2025 Q4 2024 |
402
shares
|
$244,403
0.1% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
402
shares
|
$244,403
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
400
shares
|
$243,188
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Thomas Story & Son LLC
Culver, IN |
Nov 01, 2024 Q3 2024 |
400
shares
|
$243,188
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Grand Jean Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
400
shares
|
$243,188
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Moller Financial Services
|
Jan 07, 2025 Q4 2024 |
399
shares
|
$242,580
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jan 17, 2025 Q4 2024 |
399
shares
|
$242,580
0.12% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Melone Private Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
398
shares
|
$241,972
0.12% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
398
shares
|
$241,972
0.03% of portfolio
|
Q3 2024
Reduced 40.86%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
397
shares
|
$241,364
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Jan 23, 2025 Q4 2024 |
396
shares
|
$240,756
0.19% of portfolio
|
Q4 2024
Reduced 21.27%
|
|
|
Cadence Wealth Management LLC
Westborough, MA |
Nov 06, 2024 Q3 2024 |
395
shares
|
$240,148
0.18% of portfolio
|
Q3 2024
Added 7.05%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
393
shares
|
$238,932
0.06% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Bowman & CO S.C.
|
Jan 15, 2025 Q4 2024 |
392
shares
|
$238,324
0.12% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 07, 2024 Q3 2024 |
392
shares
|
$238,324
0.12% of portfolio
|
Q3 2024
Reduced 50.57%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Nov 01, 2024 Q3 2024 |
390
shares
|
$237,108
0.06% of portfolio
|
Q1 2024
New holding
|