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 |
|---|---|---|---|---|---|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
231
shares
|
$138,586
0.06% of portfolio
|
Q3 2024
Reduced 7.97%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
229
shares
|
$137,386
0.09% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
228
shares
|
$136,786
0.09% of portfolio
|
Q4 2024
Added 7.55%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
219
shares
|
$131,386
0.05% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
215
shares
|
$128,987
0.05% of portfolio
|
Q4 2024
Added 186.67%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Feb 12, 2025 Q4 2024 |
214
shares
|
$128,387
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Feb 13, 2025 Q4 2024 |
210
shares
|
$125,987
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Brown Shipley& CO LTD
London, X0 |
Feb 18, 2025 Q4 2024 |
202
shares
|
$121,187
0.06% of portfolio
|
Q2 2024
Reduced 97.56%
|
|
|
Campbell Capital Management Inc
|
Feb 10, 2025 Q4 2024 |
200
shares
|
$119,988
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Oakhurst Advisors,Llc
Los Angeles, CA |
Feb 14, 2023 Q4 2022 |
200
shares
|
$119,988
0.36% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
199
shares
|
$119,388
0.03% of portfolio
|
Q4 2024
Added 11.17%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
195
shares
|
$116,988
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
194
shares
|
$116,388
0.03% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
194
shares
|
$116,388
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
193
shares
|
$115,788
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
192
shares
|
$115,188
0.31% of portfolio
|
Q4 2024
Reduced 66.49%
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
192
shares
|
$115,188
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Horrell Capital Management, Inc.
|
Feb 11, 2025 Q4 2024 |
190
shares
|
$113,988
0.03% of portfolio
|
Q2 2024
Added 3.83%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
190
shares
|
$113,988
0.21% of portfolio
|
Q3 2024
Reduced 92.1%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
190
shares
|
$113,988
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
185
shares
|
$110,988
0.02% of portfolio
|
Q4 2024
Added 27.59%
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
179
shares
|
$107,389
0.06% of portfolio
|
Q1 2023
Reduced 5.79%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
178
shares
|
$106,789
0.02% of portfolio
|
Q3 2023
Reduced 7.77%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
177
shares
|
$106,189
0.02% of portfolio
|
Q4 2024
Added 53.91%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Feb 11, 2025 Q4 2024 |
177
shares
|
$106,189
0.11% of portfolio
|
Q4 2024
New holding
|