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 4,678 institutions that hold shares in the stock, with a total of 580 Million shares, which have been reported (via 13F filing form) to have a value of $347 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
194
shares
|
$115,967
0.03% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
192
shares
|
$114,771
0.31% of portfolio
|
Q4 2024
Reduced 66.49%
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
192
shares
|
$114,771
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Horrell Capital Management, Inc.
|
Oct 25, 2024 Q3 2024 |
190
shares
|
$113,576
0.03% of portfolio
|
Q2 2024
Added 3.83%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
190
shares
|
$113,576
0.09% of portfolio
|
Q3 2024
Reduced 92.1%
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
179
shares
|
$107,000
0.06% of portfolio
|
Q1 2023
Reduced 5.79%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
179
shares
|
$107,000
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
178
shares
|
$106,403
0.02% of portfolio
|
Q3 2023
Reduced 7.77%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
177
shares
|
$105,805
0.02% of portfolio
|
Q4 2024
Added 53.91%
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
176
shares
|
$105,207
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
174
shares
|
$104,011
0.06% of portfolio
|
Q4 2024
Added 40.32%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 17, 2025 Q4 2024 |
171
shares
|
$102,218
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
169
shares
|
$101,023
0.02% of portfolio
|
Q4 2023
Reduced 66.73%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
168
shares
|
$100,425
0.07% of portfolio
|
Q3 2024
Added 64.71%
|
|
|
Dougherty Wealth Advisers LLC
|
Jan 24, 2025 Q4 2024 |
166
shares
|
$99,229
0.08% of portfolio
|
Q4 2024
Reduced 26.87%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
164
shares
|
$98,034
0.04% of portfolio
|
Q1 2024
Reduced 27.75%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
162
shares
|
$96,838
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
152
shares
|
$90,861
0.02% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 24, 2025 Q4 2024 |
150
shares
|
$89,665
0.04% of portfolio
|
Q4 2024
Reduced 69.39%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
145
shares
|
$86,676
0.02% of portfolio
|
Q3 2024
Added 10.69%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
145
shares
|
$86,676
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
137
shares
|
$81,894
0.02% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
135
shares
|
$80,698
0.02% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
134
shares
|
$80,101
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jan 24, 2025 Q4 2024 |
132
shares
|
$78,905
0.02% of portfolio
|
Q4 2024
Added 3.94%
|