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 4,656 institutions that hold shares in the stock, with a total of 579 Million shares, which have been reported (via 13F filing form) to have a value of $350 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
128,263
shares
|
$77.6 Million
2.52% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
126,964
shares
|
$76.8 Million
3.67% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Nov 07, 2024 Q3 2024 |
126,759
shares
|
$76.7 Million
0.47% of portfolio
|
Q3 2024
Added 204.25%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
126,242
shares
|
$76.4 Million
1.9% of portfolio
|
Q3 2024
Added 28.87%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
126,237
shares
|
$76.4 Million
0.72% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jan 28, 2025 Q4 2024 |
126,000
shares
|
$76.2 Million
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
V2 Financial Group LLC
Naperville, IL |
Jan 28, 2025 Q4 2024 |
125,851
shares
|
$76.1 Million
46.33% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
125,360
shares
|
$75.8 Million
11.43% of portfolio
|
Q4 2024
Added 263.95%
|
|
|
Amia Capital LLP
|
Nov 08, 2023 Q3 2023 |
125,000
shares
|
$75.6 Million
42.55% of portfolio
|
Q3 2023
New holding
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
124,448
shares
|
$75.3 Million
1.94% of portfolio
|
Q3 2024
New holding
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
123,598
shares
|
$74.8 Million
30.41% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
123,542
shares
|
$74.7 Million
1.76% of portfolio
|
Q4 2024
Reduced 8.61%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
123,157
shares
|
$74.5 Million
1.64% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Performa LTD (Us), LLC
|
Nov 14, 2024 Q3 2024 |
122,792
shares
|
$74.3 Million
26.17% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
122,656
shares
|
$74.2 Million
1.06% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
122,330
shares
|
$74 Million
8.7% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
122,238
shares
|
$74 Million
11.58% of portfolio
|
Q1 2024
Reduced 3.17%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
121,174
shares
|
$73.3 Million
4.32% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
121,125
shares
|
$73.3 Million
21.41% of portfolio
|
Q4 2024
Added 4.89%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
120,954
shares
|
$73.2 Million
5.85% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
120,588
shares
|
$73 Million
7.75% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Consolidated Investment Group LLC
|
Jan 21, 2025 Q4 2024 |
120,570
shares
|
$72.9 Million
9.9% of portfolio
|
Q4 2024
Added 4.78%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
120,212
shares
|
$72.7 Million
1.04% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
119,995
shares
|
$72.6 Million
19.87% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
119,250
shares
|
$72.2 Million
0.8% of portfolio
|
Q3 2024
Reduced 2.07%
|