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 |
|---|---|---|---|---|---|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
314
shares
|
$188,381
0.06% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
310
shares
|
$185,981
0.09% of portfolio
|
Q1 2024
Added 8.77%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Jan 13, 2025 Q4 2024 |
305
shares
|
$182,981
0.08% of portfolio
|
N/A
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
304
shares
|
$182,381
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
301
shares
|
$180,581
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Feb 14, 2025 Q4 2024 |
300
shares
|
$179,982
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
297
shares
|
$178,182
0.09% of portfolio
|
Q2 2024
Added 1.71%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
295
shares
|
$176,982
0.03% of portfolio
|
Q1 2024
Reduced 15.95%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
294
shares
|
$176,382
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Feb 13, 2025 Q4 2024 |
280
shares
|
$167,983
0.06% of portfolio
|
Q3 2024
Reduced 10.26%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Feb 13, 2025 Q4 2024 |
280
shares
|
$167,983
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Values First Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
278
shares
|
$166,783
0.09% of portfolio
|
Q4 2024
Added 93.06%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
272
shares
|
$163,183
0.09% of portfolio
|
Q3 2024
Reduced 16.31%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
271
shares
|
$162,583
0.04% of portfolio
|
Q3 2024
Added 7.11%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
269
shares
|
$161,383
0.04% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
263
shares
|
$157,784
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
259
shares
|
$155,384
0.33% of portfolio
|
Q3 2024
Reduced 72.06%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
253
shares
|
$151,784
0.01% of portfolio
|
Q1 2023
Reduced 43.9%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Feb 12, 2025 Q4 2024 |
253
shares
|
$151,784
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
241
shares
|
$144,585
0.08% of portfolio
|
Q1 2024
Added 0.42%
|
|
|
Loomis Sayles & CO L P
|
Feb 12, 2025 Q4 2024 |
239
shares
|
$143,385
0.0% of portfolio
|
Q3 2024
Added 55.19%
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
238
shares
|
$142,785
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Feb 12, 2025 Q4 2024 |
237
shares
|
$142,185
0.02% of portfolio
|
Q4 2024
Reduced 67.27%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
235
shares
|
$140,985
0.07% of portfolio
|
Q3 2024
Reduced 11.99%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
234
shares
|
$140,385
0.04% of portfolio
|
Q4 2024
Added 39.29%
|