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 |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
32,749
shares
|
$17.7 Million
0.83% of portfolio
|
Q4 2024
Reduced 46.73%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
32,735
shares
|
$17.6 Million
1.32% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Delta Financial Advisors LLC
|
Feb 04, 2025 Q4 2024 |
32,723
shares
|
$17.6 Million
7.24% of portfolio
|
Q4 2024
Added 4.51%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Apr 14, 2025 Q1 2025 |
32,519
shares
|
$17.5 Million
11.44% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Feb 05, 2025 Q4 2024 |
32,501
shares
|
$17.5 Million
16.71% of portfolio
|
Q4 2024
New holding
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
32,496
shares
|
$17.5 Million
24.75% of portfolio
|
Q3 2023
Added 41.53%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
32,493
shares
|
$17.5 Million
4.93% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Feb 12, 2025 Q4 2024 |
32,443
shares
|
$17.5 Million
12.13% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
32,387
shares
|
$17.5 Million
0.68% of portfolio
|
Q1 2025
Reduced 17.51%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
32,282
shares
|
$17.4 Million
1.83% of portfolio
|
Q4 2024
Added 6.51%
|
|
|
Clarus Wealth Advisors
|
Apr 10, 2025 Q1 2025 |
32,221
shares
|
$17.4 Million
9.41% of portfolio
|
Q1 2025
Added 15.99%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Feb 14, 2025 Q4 2024 |
32,221
shares
|
$17.4 Million
5.11% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
32,197
shares
|
$17.4 Million
13.99% of portfolio
|
Q1 2024
Added 1.83%
|
|
|
Central Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
32,175
shares
|
$17.3 Million
3.12% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
32,158
shares
|
$17.3 Million
2.22% of portfolio
|
Q4 2024
Added 14.9%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Feb 14, 2025 Q4 2024 |
32,137
shares
|
$17.3 Million
0.05% of portfolio
|
Q4 2024
Added 45.55%
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
32,135
shares
|
$17.3 Million
4.74% of portfolio
|
Q4 2024
Reduced 15.7%
|
|
|
Resolute Advisors LLC
|
Feb 12, 2025 Q4 2024 |
32,132
shares
|
$17.3 Million
3.8% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
32,069
shares
|
$17.3 Million
7.7% of portfolio
|
Q4 2024
Added 28.37%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Feb 13, 2025 Q4 2024 |
32,027
shares
|
$17.3 Million
7.43% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
32,004
shares
|
$17.3 Million
3.51% of portfolio
|
Q2 2022
Reduced 5.0%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Feb 12, 2025 Q4 2024 |
31,959
shares
|
$17.2 Million
4.84% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
31,892
shares
|
$17.2 Million
1.83% of portfolio
|
Q4 2024
Reduced 70.88%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
31,882
shares
|
$17.2 Million
2.71% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
First Manhattan CO
New York, NY |
Feb 14, 2025 Q4 2024 |
31,791
shares
|
$17.1 Million
0.06% of portfolio
|
Q4 2024
Reduced 7.57%
|