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 4,953 institutions that hold shares in the stock, with a total of 600 Million shares, which have been reported (via 13F filing form) to have a value of $366 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
263
shares
|
$160,351
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
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
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
241
shares
|
$146,937
0.08% of portfolio
|
Q1 2024
Added 0.42%
|
|
|
Loomis Sayles & CO L P
|
Feb 12, 2025 Q4 2024 |
239
shares
|
$145,718
0.0% of portfolio
|
Q3 2024
Added 55.19%
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
238
shares
|
$145,108
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Feb 12, 2025 Q4 2024 |
237
shares
|
$144,498
0.02% of portfolio
|
Q4 2024
Reduced 67.27%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
235
shares
|
$143,279
0.07% of portfolio
|
Q3 2024
Reduced 11.99%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
234
shares
|
$142,669
0.04% of portfolio
|
Q4 2024
Added 39.29%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
231
shares
|
$140,840
0.06% of portfolio
|
Q3 2024
Reduced 7.97%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
229
shares
|
$139,621
0.09% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
228
shares
|
$139,011
0.09% of portfolio
|
Q4 2024
Added 7.55%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
219
shares
|
$133,524
0.05% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
215
shares
|
$131,085
0.05% of portfolio
|
Q4 2024
Added 186.67%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Feb 12, 2025 Q4 2024 |
214
shares
|
$130,475
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Feb 13, 2025 Q4 2024 |
210
shares
|
$128,037
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Brown Shipley& CO LTD
London, X0 |
Feb 18, 2025 Q4 2024 |
202
shares
|
$123,159
0.06% of portfolio
|
Q2 2024
Reduced 97.56%
|
|
|
Campbell Capital Management Inc
|
Feb 10, 2025 Q4 2024 |
200
shares
|
$121,940
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Oakhurst Advisors,Llc
Los Angeles, CA |
Feb 14, 2023 Q4 2022 |
200
shares
|
$121,940
0.36% of portfolio
|
Q4 2022
New holding
|