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 |
|---|---|---|---|---|---|
|
Umpqua Bank
Lake Oswego, OR |
Feb 11, 2025 Q4 2024 |
883
shares
|
$494,992
0.18% of portfolio
|
Q4 2024
Reduced 20.23%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Jan 27, 2025 Q4 2024 |
882
shares
|
$494,431
0.11% of portfolio
|
Q4 2024
Added 92.16%
|
|
|
Salvus Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
881
shares
|
$493,870
0.34% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
880
shares
|
$493,310
0.09% of portfolio
|
Q2 2022
Added 0.23%
|
|
|
Advocate Group LLC
|
Jan 21, 2025 Q4 2024 |
879
shares
|
$492,749
0.1% of portfolio
|
Q1 2023
Reduced 2.55%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
879
shares
|
$492,749
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
878
shares
|
$492,189
1.33% of portfolio
|
Q4 2023
Reduced 14.51%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
878
shares
|
$492,189
0.18% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Ames National Corp
Ames, IA |
Feb 14, 2025 Q4 2024 |
878
shares
|
$492,189
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
875
shares
|
$490,507
0.23% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
875
shares
|
$490,507
0.09% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
872
shares
|
$488,825
0.1% of portfolio
|
Q4 2024
Added 7.13%
|
|
|
Whitcomb & Hess, Inc.
|
Jan 22, 2025 Q4 2024 |
872
shares
|
$488,825
0.17% of portfolio
|
Q4 2024
Added 17.52%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Feb 12, 2025 Q4 2024 |
872
shares
|
$488,825
0.13% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
870
shares
|
$487,704
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Hoffman, Alan N Investment Management
|
Jan 14, 2025 Q4 2024 |
865
shares
|
$484,901
0.23% of portfolio
|
Q4 2024
Added 12.19%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Feb 04, 2025 Q4 2024 |
865
shares
|
$484,901
0.29% of portfolio
|
Q4 2024
Added 17.69%
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
863
shares
|
$483,780
0.07% of portfolio
|
Q4 2024
Added 17.57%
|
|
|
Acas, LLC
|
Feb 06, 2025 Q4 2024 |
862
shares
|
$483,219
0.41% of portfolio
|
Q4 2024
Added 54.2%
|
|
|
Knuff & CO LLC
Foster City, CA |
Feb 07, 2025 Q4 2024 |
860
shares
|
$482,098
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Financial Group, Inc.
Columbus, OH |
Feb 12, 2025 Q4 2024 |
860
shares
|
$482,098
0.21% of portfolio
|
Q4 2024
Added 7.5%
|
|
|
Dividend Assets Capital, LLC
|
Feb 03, 2025 Q4 2024 |
859
shares
|
$481,538
0.1% of portfolio
|
Q4 2024
Reduced 14.01%
|
|
|
Fishman Jay A LTD
Troy, MI |
Jan 29, 2025 Q4 2024 |
855
shares
|
$479,295
0.05% of portfolio
|
Q2 2024
Reduced 66.94%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jan 08, 2025 Q4 2024 |
853
shares
|
$478,174
0.17% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Advocacy Wealth Management Services, LLC
|
Feb 14, 2025 Q4 2024 |
852
shares
|
$477,614
0.04% of portfolio
|
Q2 2024
Reduced 48.64%
|