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 4,727 institutions that hold shares in the stock, with a total of 584 Million shares, which have been reported (via 13F filing form) to have a value of $354 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
353
shares
|
$214,030
0.14% of portfolio
|
Q3 2024
Added 91.85%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
352
shares
|
$213,424
0.13% of portfolio
|
Q3 2024
Added 35.38%
|
|
|
Hyperion Capital Advisors LP
New York, NY |
Nov 13, 2024 Q3 2024 |
352
shares
|
$213,424
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 17, 2025 Q4 2024 |
352
shares
|
$213,424
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
350
shares
|
$212,212
0.04% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Kraematon Investment Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
350
shares
|
$212,212
0.22% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Nov 14, 2024 Q3 2024 |
349
shares
|
$211,605
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Gibraltar Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
348
shares
|
$210,999
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Inlet Private Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
347
shares
|
$210,393
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Satovsky Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
347
shares
|
$210,393
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
346
shares
|
$209,786
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Phocas Financial Corp.
Alameda, CA |
Feb 04, 2025 Q4 2024 |
345
shares
|
$209,180
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Outfitter Financial LLC
|
Feb 03, 2025 Q4 2024 |
342
shares
|
$207,361
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
340
shares
|
$206,148
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
331
shares
|
$200,691
0.1% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Bnp Paribas
New York, NY |
Nov 13, 2024 Q3 2024 |
330
shares
|
$200,085
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
328
shares
|
$198,872
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Cyrus J. Lawrence, LLC
|
Nov 12, 2024 Q3 2024 |
325
shares
|
$197,054
0.04% of portfolio
|
Q3 2024
Reduced 78.08%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
323
shares
|
$195,841
0.03% of portfolio
|
Q4 2024
Reduced 19.65%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
314
shares
|
$190,384
0.06% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
310
shares
|
$187,959
0.09% of portfolio
|
Q1 2024
Added 8.77%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Jan 13, 2025 Q4 2024 |
305
shares
|
$184,927
0.08% of portfolio
|
N/A
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
301
shares
|
$182,502
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
297
shares
|
$180,077
0.09% of portfolio
|
Q2 2024
Added 1.71%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
295
shares
|
$178,864
0.03% of portfolio
|
Q1 2024
Reduced 15.95%
|