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 5,018 institutions that hold shares in the stock, with a total of 598 Million shares, which have been reported (via 13F filing form) to have a value of $343 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Salzhauer Michael
|
Feb 13, 2025 Q4 2024 |
60,000
shares
|
$34.4 Million
12.57% of portfolio
|
Q4 2024
New holding
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
59,934
shares
|
$34.4 Million
5.81% of portfolio
|
Q2 2022
Added 4.89%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
59,755
shares
|
$34.3 Million
0.06% of portfolio
|
Q4 2024
Reduced 32.44%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Feb 14, 2025 Q4 2024 |
59,754
shares
|
$34.3 Million
0.28% of portfolio
|
Q4 2024
Reduced 27.62%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
59,539
shares
|
$34.2 Million
9.04% of portfolio
|
Q4 2022
Reduced 39.61%
|
|
|
Allianz Se
Munich, 2M |
Feb 12, 2025 Q4 2024 |
59,430
shares
|
$34.1 Million
0.91% of portfolio
|
Q4 2024
New holding
|
|
|
Humankind Investments LLC
|
Feb 14, 2025 Q4 2024 |
59,140
shares
|
$34 Million
8.95% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
59,137
shares
|
$33.9 Million
0.44% of portfolio
|
Q4 2024
Added 39.39%
|
|
|
Barings LLC
|
Feb 07, 2025 Q4 2024 |
58,882
shares
|
$33.8 Million
0.85% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
58,693
shares
|
$33.7 Million
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
58,481
shares
|
$33.6 Million
1.03% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
58,309
shares
|
$33.5 Million
1.61% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Lm Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
58,179
shares
|
$33.4 Million
5.98% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Jan 29, 2025 Q4 2024 |
58,122
shares
|
$33.4 Million
23.22% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
58,027
shares
|
$33.3 Million
1.66% of portfolio
|
Q4 2024
Reduced 7.59%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
57,946
shares
|
$33.3 Million
3.22% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
57,901
shares
|
$33.2 Million
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jan 23, 2025 Q4 2024 |
57,793
shares
|
$33.2 Million
15.55% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
57,624
shares
|
$33.1 Million
7.97% of portfolio
|
Q2 2024
Added 18.16%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
57,118
shares
|
$32.8 Million
6.71% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
57,017
shares
|
$32.7 Million
2.56% of portfolio
|
Q4 2022
Reduced 0.24%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
56,913
shares
|
$32.7 Million
11.07% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
56,781
shares
|
$32.6 Million
1.9% of portfolio
|
Q4 2024
Reduced 21.87%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Jan 23, 2025 Q4 2024 |
56,686
shares
|
$32.5 Million
17.94% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
56,616
shares
|
$32.5 Million
3.51% of portfolio
|
Q4 2024
Reduced 0.55%
|