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 |
|---|---|---|---|---|---|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Feb 04, 2025 Q4 2024 |
654
shares
|
$366,619
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Feb 25, 2025 Q4 2024 |
653
shares
|
$366,058
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
653
shares
|
$366,058
0.3% of portfolio
|
Q1 2024
New holding
|
|
|
Advisors Management Group Inc
|
Jan 14, 2025 Q4 2024 |
652
shares
|
$365,498
0.09% of portfolio
|
Q4 2024
Added 14.99%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
650
shares
|
$364,377
0.08% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
649
shares
|
$363,816
0.08% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
648
shares
|
$363,255
0.23% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jan 22, 2025 Q4 2024 |
647
shares
|
$362,695
0.25% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Feb 14, 2025 Q4 2024 |
646
shares
|
$362,134
0.14% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
646
shares
|
$362,134
0.21% of portfolio
|
Q1 2024
Added 0.16%
|
|
|
Wt Wealth Management
|
Feb 04, 2025 Q4 2024 |
645
shares
|
$361,574
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Eliot Finkel Investment Counsel, LLC
|
Feb 05, 2025 Q4 2024 |
645
shares
|
$361,574
0.24% of portfolio
|
Q3 2023
New holding
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Feb 11, 2025 Q4 2024 |
645
shares
|
$361,574
0.3% of portfolio
|
Q2 2024
New holding
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
643
shares
|
$360,452
0.08% of portfolio
|
Q4 2024
Added 10.1%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
643
shares
|
$360,452
0.12% of portfolio
|
Q4 2024
Reduced 11.07%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
640
shares
|
$358,771
0.08% of portfolio
|
Q3 2024
Added 13.07%
|
|
|
Applied Capital LLC
|
Jan 23, 2025 Q4 2024 |
640
shares
|
$358,771
0.2% of portfolio
|
Q4 2024
Reduced 8.96%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
639
shares
|
$358,210
0.09% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
637
shares
|
$357,089
0.1% of portfolio
|
Q4 2024
Added 15825.0%
|
|
|
Sterling Investment Counsel, LLC
|
Jan 22, 2025 Q4 2024 |
635
shares
|
$355,968
0.25% of portfolio
|
Q4 2024
Reduced 84.72%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Feb 11, 2025 Q4 2024 |
635
shares
|
$355,968
0.19% of portfolio
|
Q1 2024
Added 3.25%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 10, 2025 Q4 2024 |
634
shares
|
$355,407
0.26% of portfolio
|
Q4 2024
Added 6.91%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
634
shares
|
$355,407
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Feb 07, 2025 Q4 2024 |
632
shares
|
$354,286
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Feb 26, 2025 Q4 2024 |
631
shares
|
$353,725
0.28% of portfolio
|
Q4 2024
New holding
|