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 5,000 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 $343 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Helium Advisors LLC
Everett, WA |
Feb 18, 2025 Q4 2024 |
627
shares
|
$359,089
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
626
shares
|
$358,516
0.17% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Planning Directions Inc
|
Feb 06, 2025 Q4 2024 |
625
shares
|
$357,943
0.22% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
625
shares
|
$357,943
0.15% of portfolio
|
Q1 2024
Reduced 18.09%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Feb 04, 2025 Q4 2024 |
625
shares
|
$357,943
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
623
shares
|
$356,798
0.06% of portfolio
|
Q1 2024
Reduced 24.94%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
623
shares
|
$356,798
0.11% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Efg Asset Management (Americas) Corp.
|
Feb 06, 2025 Q4 2024 |
622
shares
|
$356,225
0.07% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Jan 28, 2025 Q4 2024 |
621
shares
|
$355,652
0.18% of portfolio
|
Q4 2024
Added 21.05%
|
|
|
Nova Point Capital, LLC
|
Jan 27, 2025 Q4 2024 |
619
shares
|
$354,507
0.11% of portfolio
|
Q4 2024
Reduced 7.34%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
618
shares
|
$353,934
0.15% of portfolio
|
Q4 2024
Reduced 50.95%
|
|
|
Menard Financial Group LLC
Houston, TX |
Feb 28, 2025 Q4 2024 |
617
shares
|
$353,362
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Feb 04, 2025 Q4 2024 |
617
shares
|
$353,362
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Mendel Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
616
shares
|
$352,789
0.22% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
616
shares
|
$352,789
0.22% of portfolio
|
Q3 2022
Reduced 44.9%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
616
shares
|
$352,789
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
615
shares
|
$352,216
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Feb 11, 2025 Q4 2024 |
615
shares
|
$352,216
0.05% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
612
shares
|
$350,498
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jan 15, 2025 Q4 2024 |
606
shares
|
$347,062
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jan 17, 2025 Q4 2024 |
605
shares
|
$346,489
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jan 28, 2025 Q4 2024 |
603
shares
|
$345,344
0.12% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
603
shares
|
$345,344
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Feb 03, 2025 Q4 2024 |
603
shares
|
$345,344
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Anson Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
602
shares
|
$344,771
0.32% of portfolio
|
Q3 2024
Reduced 0.99%
|