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 |
|---|---|---|---|---|---|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
271
shares
|
$164,312
0.04% of portfolio
|
Q3 2024
Added 7.11%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
269
shares
|
$163,100
0.04% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
259
shares
|
$157,036
0.33% of portfolio
|
Q3 2024
Reduced 72.06%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
253
shares
|
$153,398
0.01% of portfolio
|
Q1 2023
Reduced 43.9%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
245
shares
|
$148,548
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
241
shares
|
$146,123
0.08% of portfolio
|
Q1 2024
Added 0.42%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
239
shares
|
$144,910
0.0% of portfolio
|
Q3 2024
Added 55.19%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
235
shares
|
$142,485
0.07% of portfolio
|
Q3 2024
Reduced 11.99%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
234
shares
|
$141,878
0.04% of portfolio
|
Q4 2024
Added 39.29%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
233
shares
|
$141,272
0.04% of portfolio
|
Q3 2024
Added 10.95%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
232
shares
|
$140,666
0.05% of portfolio
|
Q1 2024
Added 110.91%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
231
shares
|
$140,059
0.06% of portfolio
|
Q3 2024
Reduced 7.97%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
229
shares
|
$138,847
0.09% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
228
shares
|
$138,240
0.09% of portfolio
|
Q4 2024
Added 7.55%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
219
shares
|
$132,784
0.05% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
210
shares
|
$127,327
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Brown Shipley& CO LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
202
shares
|
$122,476
0.06% of portfolio
|
Q2 2024
Reduced 97.56%
|
|
|
Oakhurst Advisors,Llc
Los Angeles, CA |
Feb 14, 2023 Q4 2022 |
200
shares
|
$121,264
0.36% of portfolio
|
Q4 2022
New holding
|
|
|
Shay Capital LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
200
shares
|
$121,264
0.02% of portfolio
|
Q3 2024
Reduced 95.0%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
195
shares
|
$118,232
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
194
shares
|
$117,626
0.03% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
192
shares
|
$116,413
0.31% of portfolio
|
Q4 2024
Reduced 66.49%
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
192
shares
|
$116,413
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Horrell Capital Management, Inc.
|
Oct 25, 2024 Q3 2024 |
190
shares
|
$115,200
0.03% of portfolio
|
Q2 2024
Added 3.83%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
190
shares
|
$115,200
0.09% of portfolio
|
Q3 2024
Reduced 92.1%
|