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 |
|---|---|---|---|---|---|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
137
shares
|
$83,065
0.02% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
135
shares
|
$81,853
0.02% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
134
shares
|
$81,246
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jan 24, 2025 Q4 2024 |
132
shares
|
$80,034
0.02% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
130
shares
|
$78,821
0.03% of portfolio
|
Q4 2023
Added 160.0%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
130
shares
|
$78,821
0.01% of portfolio
|
Q3 2024
Added 15.04%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
128
shares
|
$77,608
0.03% of portfolio
|
Q2 2024
Reduced 65.96%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
124
shares
|
$75,183
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
121
shares
|
$73,364
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Nov 01, 2024 Q3 2024 |
120
shares
|
$72,758
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
119
shares
|
$72,152
0.06% of portfolio
|
Q1 2024
Added 8.18%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
118
shares
|
$71,545
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
111
shares
|
$67,301
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
111
shares
|
$67,301
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
111
shares
|
$67,301
0.04% of portfolio
|
Q3 2022
Added 0.91%
|
|
|
Skylands Capital, LLC
|
Feb 04, 2025 Q4 2024 |
100
shares
|
$60,632
0.01% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
100
shares
|
$60,632
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
91
shares
|
$55,175
0.03% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
87
shares
|
$52,749
0.04% of portfolio
|
Q2 2024
Reduced 4.4%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
85
shares
|
$51,537
0.02% of portfolio
|
Q4 2022
Closed
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
83
shares
|
$50,324
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Oct 10, 2024 Q3 2024 |
81
shares
|
$49,111
0.01% of portfolio
|
Q1 2024
Reduced 92.07%
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
80
shares
|
$48,505
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
78
shares
|
$47,292
0.02% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
75
shares
|
$45,474
0.02% of portfolio
|
Q3 2024
Reduced 22.68%
|