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 5,029 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 |
|---|---|---|---|---|---|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
36,756
shares
|
$19.8 Million
1.56% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
36,753
shares
|
$19.8 Million
1.26% of portfolio
|
Q4 2024
Reduced 15.75%
|
|
|
Tikvah Management LLC
Charlotte, NC |
Feb 12, 2025 Q4 2024 |
36,724
shares
|
$19.8 Million
6.25% of portfolio
|
Q3 2024
Added 19.01%
|
|
|
Trust CO Of Oklahoma
|
Apr 14, 2025 Q1 2025 |
36,656
shares
|
$19.8 Million
7.27% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
36,595
shares
|
$19.7 Million
1.68% of portfolio
|
Q4 2024
Added 8.61%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
36,519
shares
|
$19.7 Million
1.07% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
36,317
shares
|
$19.6 Million
3.47% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Schroder Investment Management Group
London, X0 |
Feb 12, 2025 Q4 2024 |
36,307
shares
|
$19.6 Million
0.02% of portfolio
|
Q4 2024
Added 53.59%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Jan 24, 2025 Q4 2024 |
36,191
shares
|
$19.5 Million
10.15% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
36,157
shares
|
$19.5 Million
7.69% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Consolidated Capital Management, LLC
|
Jan 16, 2025 Q4 2024 |
35,967
shares
|
$19.4 Million
9.43% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
35,961
shares
|
$19.4 Million
1.49% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
35,906
shares
|
$19.4 Million
7.93% of portfolio
|
Q1 2025
Reduced 21.78%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jan 29, 2025 Q4 2024 |
35,822
shares
|
$19.3 Million
7.43% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Nepc LLC
Boston, MA |
Feb 18, 2025 Q4 2024 |
35,789
shares
|
$19.3 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Belmont Capital, LLC
|
Feb 13, 2025 Q4 2024 |
35,753
shares
|
$19.3 Million
3.49% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
35,651
shares
|
$19.2 Million
20.16% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
35,609
shares
|
$19.2 Million
2.7% of portfolio
|
Q2 2023
Added 13.46%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Feb 06, 2025 Q4 2024 |
35,602
shares
|
$19.2 Million
1.15% of portfolio
|
Q4 2024
Added 34.66%
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
35,580
shares
|
$19.2 Million
1.87% of portfolio
|
Q4 2024
Added 13.25%
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
35,559
shares
|
$19.2 Million
3.08% of portfolio
|
Q4 2024
Added 7.17%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Apr 08, 2025 Q1 2025 |
35,552
shares
|
$19.2 Million
3.58% of portfolio
|
Q1 2025
Added 18.76%
|
|
|
Thrive Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
35,341
shares
|
$19.1 Million
3.82% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Feb 05, 2025 Q4 2024 |
35,286
shares
|
$19 Million
2.37% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Feb 03, 2025 Q4 2024 |
35,168
shares
|
$19 Million
14.84% of portfolio
|
Q4 2024
Reduced 3.01%
|