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 5,034 institutions that hold shares in the stock, with a total of 603 Million shares, which have been reported (via 13F filing form) to have a value of $325 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Thomas Story & Son LLC
Culver, IN |
Jan 28, 2025 Q4 2024 |
400
shares
|
$210,564
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Grand Jean Capital Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
400
shares
|
$210,564
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jan 17, 2025 Q4 2024 |
399
shares
|
$210,037
0.12% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Hilltop Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
397
shares
|
$208,984
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Doliver Advisors, LP
Houston, TX |
Apr 08, 2025 Q1 2025 |
397
shares
|
$208,984
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Jan 23, 2025 Q4 2024 |
396
shares
|
$208,458
0.19% of portfolio
|
Q4 2024
Reduced 21.27%
|
|
|
Hendershot Investments Inc.
|
Jan 28, 2025 Q4 2024 |
395
shares
|
$207,931
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
394
shares
|
$207,405
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
394
shares
|
$207,405
0.24% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
393
shares
|
$206,879
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy Pohlad Asset Management LLC
|
Apr 17, 2025 Q1 2025 |
392
shares
|
$206,352
0.09% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Apr 09, 2025 Q1 2025 |
392
shares
|
$206,352
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Lighthouse Financial LLC
Largo, FL |
Mar 11, 2025 Q4 2024 |
392
shares
|
$206,352
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Feb 13, 2025 Q4 2024 |
390
shares
|
$205,299
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Feb 12, 2025 Q4 2024 |
390
shares
|
$205,299
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
389
shares
|
$204,773
0.06% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Apr 16, 2025 Q1 2025 |
385
shares
|
$202,667
0.0% of portfolio
|
Q1 2025
Reduced 24.36%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
385
shares
|
$202,667
0.15% of portfolio
|
Q2 2024
Added 40.0%
|
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
384
shares
|
$202,141
0.03% of portfolio
|
Q1 2025
Reduced 58.89%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jan 23, 2025 Q4 2024 |
383
shares
|
$201,615
0.11% of portfolio
|
Q4 2024
Added 6.39%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Mar 13, 2025 Q4 2024 |
381
shares
|
$200,562
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Jan 22, 2025 Q4 2024 |
379
shares
|
$199,509
0.12% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Jan 30, 2025 Q4 2024 |
378
shares
|
$198,982
0.16% of portfolio
|
Q4 2024
Reduced 8.47%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
377
shares
|
$198,456
0.13% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
375
shares
|
$197,403
0.05% of portfolio
|
Q4 2024
Added 0.27%
|