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 4,974 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 $367 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
169
shares
|
$103,585
0.02% of portfolio
|
Q4 2023
Reduced 66.73%
|
|
|
Dougherty Wealth Advisers LLC
|
Jan 24, 2025 Q4 2024 |
166
shares
|
$101,746
0.08% of portfolio
|
Q4 2024
Reduced 26.87%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
162
shares
|
$99,294
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
152
shares
|
$93,165
0.02% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Vela Investment Management, LLC
New Albany, OH |
Feb 05, 2025 Q4 2024 |
150
shares
|
$91,939
0.02% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 24, 2025 Q4 2024 |
150
shares
|
$91,939
0.04% of portfolio
|
Q4 2024
Reduced 69.39%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
145
shares
|
$88,874
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Feb 11, 2025 Q4 2024 |
141
shares
|
$86,423
0.03% of portfolio
|
Q4 2024
Reduced 80.44%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
135
shares
|
$82,745
0.02% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
134
shares
|
$82,132
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
132
shares
|
$80,906
0.02% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jan 24, 2025 Q4 2024 |
132
shares
|
$80,906
0.02% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
130
shares
|
$79,680
0.05% of portfolio
|
Q4 2023
Added 160.0%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
130
shares
|
$79,680
0.05% of portfolio
|
Q4 2024
Reduced 22.62%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
128
shares
|
$78,455
0.03% of portfolio
|
Q2 2024
Reduced 65.96%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
124
shares
|
$76,003
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
121
shares
|
$74,164
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
121
shares
|
$74,164
0.05% of portfolio
|
Q4 2024
Added 9.01%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
121
shares
|
$74,164
0.05% of portfolio
|
Q4 2024
Added 9.01%
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
120
shares
|
$73,551
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
118
shares
|
$72,325
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
117
shares
|
$71,712
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
116
shares
|
$71,099
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
111
shares
|
$68,035
0.04% of portfolio
|
Q3 2022
Added 0.91%
|
|
|
Altshuler Shaham LTD
|
Feb 13, 2025 Q4 2024 |
102
shares
|
$62,518
0.0% of portfolio
|
Q4 2024
New holding
|