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 |
|---|---|---|---|---|---|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
101
shares
|
$61,905
0.02% of portfolio
|
Q4 2024
Reduced 38.41%
|
|
|
Skylands Capital, LLC
|
Feb 04, 2025 Q4 2024 |
100
shares
|
$61,292
0.01% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
100
shares
|
$61,292
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
91
shares
|
$55,776
0.03% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
87
shares
|
$53,324
0.04% of portfolio
|
Q2 2024
Reduced 4.4%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
85
shares
|
$52,099
0.02% of portfolio
|
Q4 2022
Closed
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
81
shares
|
$49,647
0.01% of portfolio
|
Q1 2024
Reduced 92.07%
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
80
shares
|
$49,034
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
78
shares
|
$47,808
0.03% of portfolio
|
Q4 2024
Reduced 6.02%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
78
shares
|
$47,808
0.02% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
76
shares
|
$46,582
0.04% of portfolio
|
Q4 2024
Added 123.53%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
75
shares
|
$45,969
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Css LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
74
shares
|
$45,356
0.0% of portfolio
|
Q4 2024
Reduced 99.87%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
70
shares
|
$42,905
1.44% of portfolio
|
Q4 2024
Reduced 98.12%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
68
shares
|
$41,679
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
64
shares
|
$39,227
0.03% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
64
shares
|
$39,227
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
60
shares
|
$36,775
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
58
shares
|
$35,549
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
57
shares
|
$34,937
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Feb 18, 2025 Q4 2024 |
56
shares
|
$34,324
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
55
shares
|
$33,711
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
53
shares
|
$32,485
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jan 30, 2025 Q4 2024 |
52
shares
|
$31,872
1.32% of portfolio
|
Q4 2024
Added 372.73%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
52
shares
|
$31,872
0.02% of portfolio
|
Q4 2024
New holding
|