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 4,981 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 $359 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Davidson Investment Advisors
|
Jan 31, 2025 Q4 2024 |
353
shares
|
$211,778
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
353
shares
|
$211,778
0.14% of portfolio
|
Q3 2024
Added 91.85%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Feb 18, 2025 Q4 2024 |
353
shares
|
$211,778
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
352
shares
|
$211,178
0.13% of portfolio
|
Q3 2024
Added 35.38%
|
|
|
Hyperion Capital Advisors LP
New York, NY |
Feb 13, 2025 Q4 2024 |
352
shares
|
$211,178
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 17, 2025 Q4 2024 |
352
shares
|
$211,178
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
350
shares
|
$209,979
0.04% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Kraematon Investment Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
350
shares
|
$209,979
0.22% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Feb 10, 2025 Q4 2024 |
349
shares
|
$209,379
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Gibraltar Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
348
shares
|
$208,779
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Inlet Private Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
347
shares
|
$208,179
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Satovsky Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
347
shares
|
$208,179
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
346
shares
|
$207,579
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Phocas Financial Corp.
Alameda, CA |
Feb 04, 2025 Q4 2024 |
345
shares
|
$206,979
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Feb 13, 2025 Q4 2024 |
345
shares
|
$206,979
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Affinity Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
344
shares
|
$206,379
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Outfitter Financial LLC
|
Feb 03, 2025 Q4 2024 |
342
shares
|
$205,179
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Edgemoor Investment Advisors, Inc.
|
Feb 10, 2025 Q4 2024 |
342
shares
|
$205,179
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
340
shares
|
$203,979
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
331
shares
|
$198,580
0.1% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Bnp Paribas
New York, NY |
Feb 14, 2025 Q4 2024 |
330
shares
|
$197,980
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cyrus J. Lawrence, LLC
|
Feb 11, 2025 Q4 2024 |
326
shares
|
$195,580
0.04% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
326
shares
|
$195,580
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
323
shares
|
$193,780
0.03% of portfolio
|
Q4 2024
Reduced 19.65%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
323
shares
|
$193,780
0.11% of portfolio
|
Q4 2024
Reduced 21.98%
|