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 |
|---|---|---|---|---|---|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
190
shares
|
$115,843
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
185
shares
|
$112,794
0.02% of portfolio
|
Q4 2024
Added 27.59%
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
179
shares
|
$109,136
0.06% of portfolio
|
Q1 2023
Reduced 5.79%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
178
shares
|
$108,526
0.02% of portfolio
|
Q3 2023
Reduced 7.77%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
177
shares
|
$107,916
0.02% of portfolio
|
Q4 2024
Added 53.91%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Feb 11, 2025 Q4 2024 |
177
shares
|
$107,916
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
176
shares
|
$107,307
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
174
shares
|
$106,087
0.06% of portfolio
|
Q4 2024
Added 40.32%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 17, 2025 Q4 2024 |
171
shares
|
$104,258
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
169
shares
|
$103,039
0.02% of portfolio
|
Q4 2023
Reduced 66.73%
|
|
|
Dougherty Wealth Advisers LLC
|
Jan 24, 2025 Q4 2024 |
166
shares
|
$101,210
0.08% of portfolio
|
Q4 2024
Reduced 26.87%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
162
shares
|
$98,771
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
152
shares
|
$92,674
0.02% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Vela Investment Management, LLC
New Albany, OH |
Feb 05, 2025 Q4 2024 |
150
shares
|
$91,455
0.02% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 24, 2025 Q4 2024 |
150
shares
|
$91,455
0.04% of portfolio
|
Q4 2024
Reduced 69.39%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
145
shares
|
$88,406
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Feb 11, 2025 Q4 2024 |
141
shares
|
$85,967
0.03% of portfolio
|
Q4 2024
Reduced 80.44%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
135
shares
|
$82,309
0.02% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
134
shares
|
$81,699
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
132
shares
|
$80,480
0.02% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jan 24, 2025 Q4 2024 |
132
shares
|
$80,480
0.02% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
130
shares
|
$79,261
0.05% of portfolio
|
Q4 2023
Added 160.0%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
130
shares
|
$79,261
0.05% of portfolio
|
Q4 2024
Reduced 22.62%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
128
shares
|
$78,041
0.03% of portfolio
|
Q2 2024
Reduced 65.96%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
124
shares
|
$75,602
0.03% of portfolio
|
Q3 2024
New holding
|