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 5,015 institutions that hold shares in the stock, with a total of 599 Million shares, which have been reported (via 13F filing form) to have a value of $339 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kilter Group LLC
Rhinebeck, NY |
Mar 06, 2025 Q4 2024 |
570
shares
|
$323,264
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
569
shares
|
$322,696
0.1% of portfolio
|
Q1 2023
Added 0.71%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Feb 14, 2025 Q4 2024 |
569
shares
|
$322,696
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Feb 13, 2025 Q4 2024 |
569
shares
|
$322,696
0.2% of portfolio
|
Q4 2024
Added 55.46%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Feb 12, 2025 Q4 2024 |
567
shares
|
$321,562
0.14% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Kilter Howling LLC
Boulder, CO |
Feb 13, 2025 Q4 2024 |
567
shares
|
$321,562
0.2% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
567
shares
|
$321,562
0.07% of portfolio
|
Q4 2024
Added 9.46%
|
|
|
Everest Management Corp.
Cupertino, CA |
Feb 13, 2025 Q4 2024 |
567
shares
|
$321,562
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
566
shares
|
$320,995
0.06% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Feb 06, 2025 Q4 2024 |
565
shares
|
$320,428
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Verde Capital Management
|
Jan 17, 2025 Q4 2024 |
563
shares
|
$319,294
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
562
shares
|
$318,727
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Swm Advisors
|
Oct 12, 2022 Q3 2022 |
561
shares
|
$318,159
0.19% of portfolio
|
Q3 2022
Added 1.63%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Jan 13, 2025 Q4 2024 |
560
shares
|
$317,592
0.34% of portfolio
|
Q4 2024
Reduced 8.94%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Feb 11, 2025 Q4 2024 |
560
shares
|
$317,592
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
Feb 20, 2025 Q4 2024 |
559
shares
|
$317,025
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
558
shares
|
$316,458
0.07% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
557
shares
|
$315,891
0.29% of portfolio
|
Q2 2024
Reduced 1.76%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Feb 03, 2025 Q4 2024 |
556
shares
|
$315,324
0.16% of portfolio
|
Q2 2024
Reduced 0.89%
|
|
|
Thompson Davis & Co., Inc.
|
Feb 03, 2025 Q4 2024 |
554
shares
|
$314,190
0.21% of portfolio
|
Q4 2024
Reduced 6.89%
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
553
shares
|
$313,622
0.07% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Feb 04, 2025 Q4 2024 |
553
shares
|
$313,622
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
552
shares
|
$313,055
0.36% of portfolio
|
Q3 2022
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
551
shares
|
$312,488
0.26% of portfolio
|
Q2 2024
Reduced 1.78%
|
|
|
Af Advisors, Inc.
|
Feb 12, 2025 Q4 2024 |
550
shares
|
$311,921
0.04% of portfolio
|
Q4 2024
Reduced 21.43%
|