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 4,930 institutions that hold shares in the stock, with a total of 604 Million shares, which have been reported (via 13F filing form) to have a value of $368 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
340
shares
|
$207,298
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
331
shares
|
$201,810
0.1% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Bnp Paribas
New York, NY |
Feb 14, 2025 Q4 2024 |
330
shares
|
$201,201
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cyrus J. Lawrence, LLC
|
Feb 11, 2025 Q4 2024 |
326
shares
|
$198,762
0.04% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
326
shares
|
$198,762
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
323
shares
|
$196,933
0.03% of portfolio
|
Q4 2024
Reduced 19.65%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
323
shares
|
$196,933
0.11% of portfolio
|
Q4 2024
Reduced 21.98%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
314
shares
|
$191,445
0.06% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
310
shares
|
$189,007
0.09% of portfolio
|
Q1 2024
Added 8.77%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Jan 13, 2025 Q4 2024 |
305
shares
|
$185,958
0.08% of portfolio
|
N/A
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
304
shares
|
$185,348
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
301
shares
|
$183,519
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Feb 14, 2025 Q4 2024 |
300
shares
|
$182,910
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
297
shares
|
$181,080
0.09% of portfolio
|
Q2 2024
Added 1.71%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
295
shares
|
$179,861
0.03% of portfolio
|
Q1 2024
Reduced 15.95%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
294
shares
|
$179,251
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Feb 13, 2025 Q4 2024 |
280
shares
|
$170,716
0.06% of portfolio
|
Q3 2024
Reduced 10.26%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Feb 13, 2025 Q4 2024 |
280
shares
|
$170,716
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Values First Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
278
shares
|
$169,496
0.09% of portfolio
|
Q4 2024
Added 93.06%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
272
shares
|
$165,838
0.09% of portfolio
|
Q3 2024
Reduced 16.31%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
271
shares
|
$165,228
0.04% of portfolio
|
Q3 2024
Added 7.11%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
269
shares
|
$164,009
0.04% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
259
shares
|
$157,912
0.33% of portfolio
|
Q3 2024
Reduced 72.06%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
253
shares
|
$154,254
0.01% of portfolio
|
Q1 2023
Reduced 43.9%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Feb 12, 2025 Q4 2024 |
253
shares
|
$154,254
0.15% of portfolio
|
Q4 2024
New holding
|