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 |
---|---|---|---|---|---|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
375
shares
|
$197,403
0.05% of portfolio
|
Q3 2024
New holding
|
|
Sykon Capital LLC
Harrison, NY |
Feb 11, 2025 Q4 2024 |
375
shares
|
$197,403
0.08% of portfolio
|
Q3 2024
New holding
|
|
Cpr Investments Inc.
Rochester, MI |
Apr 10, 2025 Q1 2025 |
374
shares
|
$196,877
0.34% of portfolio
|
Q1 2025
Reduced 42.81%
|
|
Bey Douglas LLC
Marietta, GA |
Jan 29, 2025 Q4 2024 |
374
shares
|
$196,877
0.19% of portfolio
|
Q2 2024
New holding
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Jan 24, 2025 Q4 2024 |
373
shares
|
$196,350
0.15% of portfolio
|
Q4 2024
New holding
|
|
Benson Investment Management Company, Inc.
|
Apr 10, 2025 Q1 2025 |
372
shares
|
$195,824
0.09% of portfolio
|
Q4 2024
Added 4.2%
|
|
Strategic Advocates LLC
Logan, UT |
Jan 23, 2025 Q4 2024 |
372
shares
|
$195,824
0.07% of portfolio
|
Q4 2024
Reduced 33.69%
|
|
Bellecapital International Ltd.
|
Apr 16, 2025 Q1 2025 |
371
shares
|
$195,298
0.04% of portfolio
|
Q1 2025
Reduced 11.88%
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
370
shares
|
$194,771
0.19% of portfolio
|
Q3 2024
Reduced 7.96%
|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
370
shares
|
$194,771
0.0% of portfolio
|
Q3 2024
New holding
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
369
shares
|
$194,245
0.05% of portfolio
|
Q1 2024
Reduced 10.65%
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Feb 13, 2025 Q4 2024 |
369
shares
|
$194,245
0.17% of portfolio
|
Q3 2024
New holding
|
|
Clarity Wealth Development LLC
Corvallis, OR |
Feb 10, 2025 Q4 2024 |
369
shares
|
$194,245
0.24% of portfolio
|
Q4 2024
New holding
|
|
Kmt Wealth Management, LLC
El Segundo, CA |
Feb 27, 2025 Q4 2024 |
369
shares
|
$194,245
0.17% of portfolio
|
Q4 2024
New holding
|
|
Biltmore Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
368
shares
|
$193,718
0.09% of portfolio
|
Q1 2025
New holding
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
365
shares
|
$192,139
0.05% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
Compass Advisory Group LLC
|
Jan 24, 2025 Q4 2024 |
364
shares
|
$191,613
0.1% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
Cmc Financial Group
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
364
shares
|
$191,613
0.69% of portfolio
|
Q1 2025
Reduced 8.54%
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
363
shares
|
$191,086
0.12% of portfolio
|
Q4 2024
Added 0.28%
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
363
shares
|
$191,086
0.16% of portfolio
|
Q4 2024
New holding
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jan 14, 2025 Q4 2024 |
363
shares
|
$191,086
0.11% of portfolio
|
Q4 2024
Added 0.28%
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
363
shares
|
$191,086
0.09% of portfolio
|
Q4 2024
New holding
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
362
shares
|
$190,560
0.03% of portfolio
|
Q3 2024
New holding
|
|
Richard P Slaughter Associates Inc
|
Apr 10, 2025 Q1 2025 |
361
shares
|
$190,034
0.06% of portfolio
|
Q1 2025
Reduced 24.32%
|
|
Uncommon Cents Investing LLC
|
Jan 16, 2025 Q4 2024 |
361
shares
|
$190,034
0.06% of portfolio
|
Q3 2024
New holding
|