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 5,004 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 $335 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Trust Axiom LLC
|
Feb 13, 2025 Q4 2024 |
1,393
shares
|
$780,887
0.25% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,392
shares
|
$780,327
0.3% of portfolio
|
Q4 2024
Added 63.38%
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
1,391
shares
|
$779,766
0.38% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
1,389
shares
|
$778,645
0.32% of portfolio
|
Q4 2024
Reduced 7.95%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
1,382
shares
|
$774,721
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
1,381
shares
|
$774,160
0.09% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
1,380
shares
|
$773,600
0.21% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
1,380
shares
|
$773,600
0.19% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
1,374
shares
|
$770,236
0.05% of portfolio
|
Q3 2022
Added 0.07%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
1,372
shares
|
$769,115
0.06% of portfolio
|
Q4 2024
Added 4.65%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Jan 03, 2025 Q4 2024 |
1,372
shares
|
$769,115
0.33% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
1,370
shares
|
$767,994
0.29% of portfolio
|
Q4 2024
Added 35.91%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
1,369
shares
|
$767,434
0.32% of portfolio
|
Q4 2024
Reduced 19.75%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
1,368
shares
|
$766,873
0.23% of portfolio
|
Q4 2024
Reduced 7.94%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
1,367
shares
|
$766,312
0.19% of portfolio
|
Q3 2023
Reduced 18.44%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
1,366
shares
|
$765,752
0.27% of portfolio
|
Q2 2024
Reduced 20.02%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
1,359
shares
|
$761,828
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Jan 28, 2025 Q4 2024 |
1,358
shares
|
$761,267
0.55% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
1,358
shares
|
$761,267
0.17% of portfolio
|
Q2 2022
Reduced 5.1%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
1,358
shares
|
$761,267
0.61% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Feb 12, 2025 Q4 2024 |
1,355
shares
|
$759,585
0.54% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
1,353
shares
|
$758,464
0.02% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
1,353
shares
|
$758,464
0.52% of portfolio
|
Q2 2024
Added 0.3%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
1,350
shares
|
$756,783
0.13% of portfolio
|
Q4 2024
Reduced 11.76%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
1,348
shares
|
$755,661
0.7% of portfolio
|
Q4 2024
Reduced 1.46%
|