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 |
|---|---|---|---|---|---|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
118
shares
|
$70,792
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
117
shares
|
$70,192
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
116
shares
|
$69,593
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
111
shares
|
$66,593
0.04% of portfolio
|
Q3 2022
Added 0.91%
|
|
|
Altshuler Shaham LTD
|
Feb 13, 2025 Q4 2024 |
102
shares
|
$61,193
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
101
shares
|
$60,593
0.02% of portfolio
|
Q4 2024
Reduced 38.41%
|
|
|
Skylands Capital, LLC
|
Feb 04, 2025 Q4 2024 |
100
shares
|
$59,994
0.01% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
100
shares
|
$59,994
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
91
shares
|
$54,594
0.03% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
87
shares
|
$52,194
0.04% of portfolio
|
Q2 2024
Reduced 4.4%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
85
shares
|
$50,994
0.02% of portfolio
|
Q4 2022
Closed
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
81
shares
|
$48,595
0.01% of portfolio
|
Q1 2024
Reduced 92.07%
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
80
shares
|
$47,995
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
78
shares
|
$46,795
0.03% of portfolio
|
Q4 2024
Reduced 6.02%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
78
shares
|
$46,795
0.02% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
76
shares
|
$45,595
0.04% of portfolio
|
Q4 2024
Added 123.53%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
75
shares
|
$44,995
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Css LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
74
shares
|
$44,395
0.0% of portfolio
|
Q4 2024
Reduced 99.87%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
70
shares
|
$41,995
1.44% of portfolio
|
Q4 2024
Reduced 98.12%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
68
shares
|
$40,795
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
64
shares
|
$38,396
0.03% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
64
shares
|
$38,396
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
60
shares
|
$35,996
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
58
shares
|
$34,796
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
57
shares
|
$34,196
0.03% of portfolio
|
Q4 2024
New holding
|