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 4,992 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 $349 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Feb 11, 2025 Q4 2024 |
582
shares
|
$333,317
0.08% of portfolio
|
Q4 2024
Added 44.06%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Feb 14, 2025 Q4 2024 |
582
shares
|
$333,317
6.49% of portfolio
|
Q4 2024
New holding
|
|
|
Axos Invest Inc.
Las Vegas, NV |
Jan 28, 2025 Q4 2024 |
581
shares
|
$332,744
0.25% of portfolio
|
Q4 2024
Reduced 10.89%
|
|
|
Brown Financial Advisory
|
Jan 23, 2025 Q4 2024 |
579
shares
|
$331,599
0.24% of portfolio
|
Q1 2024
Added 3.02%
|
|
|
Astoria Strategic Wealth, Inc.
|
Jan 17, 2025 Q4 2024 |
578
shares
|
$331,026
0.1% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
578
shares
|
$331,026
0.13% of portfolio
|
Q1 2023
Added 0.52%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
576
shares
|
$329,880
0.03% of portfolio
|
Q3 2023
Reduced 5.73%
|
|
|
Drw Securities, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
576
shares
|
$329,880
0.01% of portfolio
|
Q4 2024
Reduced 99.93%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Feb 03, 2025 Q4 2024 |
575
shares
|
$329,308
0.09% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
572
shares
|
$327,590
0.06% of portfolio
|
Q4 2024
Reduced 10.9%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Feb 10, 2025 Q4 2024 |
572
shares
|
$327,590
0.17% of portfolio
|
Q2 2024
Added 27.96%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Jan 23, 2025 Q4 2024 |
570
shares
|
$326,444
0.03% of portfolio
|
Q4 2024
Added 159.09%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
570
shares
|
$326,444
0.06% of portfolio
|
Q4 2024
Reduced 9.81%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Mar 06, 2025 Q4 2024 |
570
shares
|
$326,444
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
569
shares
|
$325,871
0.1% of portfolio
|
Q1 2023
Added 0.71%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Feb 14, 2025 Q4 2024 |
569
shares
|
$325,871
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Feb 13, 2025 Q4 2024 |
569
shares
|
$325,871
0.2% of portfolio
|
Q4 2024
Added 55.46%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Feb 12, 2025 Q4 2024 |
567
shares
|
$324,726
0.14% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Kilter Howling LLC
Boulder, CO |
Feb 13, 2025 Q4 2024 |
567
shares
|
$324,726
0.2% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
567
shares
|
$324,726
0.07% of portfolio
|
Q4 2024
Added 9.46%
|
|
|
Everest Management Corp.
Cupertino, CA |
Feb 13, 2025 Q4 2024 |
567
shares
|
$324,726
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
566
shares
|
$324,153
0.06% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Feb 06, 2025 Q4 2024 |
565
shares
|
$323,581
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Verde Capital Management
|
Jan 17, 2025 Q4 2024 |
563
shares
|
$322,435
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
562
shares
|
$321,863
0.0% of portfolio
|
Q3 2024
New holding
|