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 5,006 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 $333 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
M Wealth Management, LLC
San Diego, CA |
Jan 23, 2025 Q4 2024 |
437
shares
|
$244,226
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
435
shares
|
$243,108
0.07% of portfolio
|
Q3 2024
Reduced 18.54%
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
434
shares
|
$242,549
0.1% of portfolio
|
Q4 2024
Added 60.74%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
434
shares
|
$242,549
0.13% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Riversedge Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
433
shares
|
$241,990
0.06% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
432
shares
|
$241,431
0.06% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
432
shares
|
$241,431
5.86% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
431
shares
|
$240,872
0.06% of portfolio
|
Q2 2024
Added 44.63%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
430
shares
|
$240,314
0.08% of portfolio
|
Q2 2024
Added 0.23%
|
|
|
Signature Wealth Management Group
|
Feb 10, 2025 Q4 2024 |
429
shares
|
$239,755
0.11% of portfolio
|
Q1 2024
Reduced 41.95%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
428
shares
|
$239,196
0.01% of portfolio
|
Q3 2024
Reduced 12.11%
|
|
|
M. Kraus & CO
|
Jan 14, 2025 Q4 2024 |
426
shares
|
$238,078
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Feb 12, 2025 Q4 2024 |
423
shares
|
$236,402
0.03% of portfolio
|
Q2 2024
Reduced 58.24%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jan 28, 2025 Q4 2024 |
423
shares
|
$236,402
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Bellecapital International Ltd.
|
Feb 06, 2025 Q4 2024 |
421
shares
|
$235,284
0.05% of portfolio
|
Q4 2024
Reduced 13.91%
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
Feb 03, 2025 Q4 2024 |
421
shares
|
$235,284
0.1% of portfolio
|
Q2 2024
Added 0.24%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jan 27, 2025 Q4 2024 |
421
shares
|
$235,284
0.14% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
Mcrae Capital Management Inc
|
Jan 29, 2025 Q4 2024 |
420
shares
|
$234,725
0.05% of portfolio
|
Q4 2024
Reduced 14.11%
|
|
|
Barnett & Company, Inc.
|
Feb 11, 2025 Q4 2024 |
420
shares
|
$234,725
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Trust CO Of Kansas
Wichita, KS |
Jan 15, 2025 Q4 2024 |
420
shares
|
$234,725
0.12% of portfolio
|
Q3 2024
Reduced 17.97%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
419
shares
|
$234,166
0.07% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
419
shares
|
$234,166
0.09% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Feb 11, 2025 Q4 2024 |
416
shares
|
$232,489
0.05% of portfolio
|
Q4 2024
Reduced 41.65%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
416
shares
|
$232,489
0.12% of portfolio
|
Q3 2024
Reduced 11.86%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Jan 14, 2025 Q4 2024 |
415
shares
|
$231,931
0.01% of portfolio
|
Q1 2024
Reduced 74.01%
|