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 4,587 institutions that hold shares in the stock, with a total of 576 Million shares, which have been reported (via 13F filing form) to have a value of $344 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
33,828
shares
|
$20.2 Million
7.7% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
33,649
shares
|
$20.1 Million
1.02% of portfolio
|
Q3 2024
Added 8.68%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
33,630
shares
|
$20.1 Million
0.87% of portfolio
|
Q3 2024
Added 31.86%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
33,531
shares
|
$20 Million
0.26% of portfolio
|
Q4 2023
Reduced 0.61%
|
|
|
Hummer Financial Advisory Services Inc
|
Jan 13, 2025 Q4 2024 |
33,467
shares
|
$20 Million
15.75% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
33,438
shares
|
$20 Million
8.95% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Resolute Advisors LLC
|
Nov 01, 2024 Q3 2024 |
33,321
shares
|
$19.9 Million
3.93% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
33,273
shares
|
$19.9 Million
0.28% of portfolio
|
Q4 2024
Added 6.76%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Nov 01, 2024 Q3 2024 |
33,191
shares
|
$19.8 Million
9.49% of portfolio
|
Q3 2024
Added 21.43%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
33,180
shares
|
$19.8 Million
2.86% of portfolio
|
Q3 2024
Added 702.42%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
33,117
shares
|
$19.8 Million
3.08% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Oct 18, 2024 Q3 2024 |
33,064
shares
|
$19.8 Million
11.62% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Capital International Investors
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
33,041
shares
|
$19.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.83%
|
|
|
Magnolia Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
33,036
shares
|
$19.7 Million
15.38% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
32,888
shares
|
$19.7 Million
3.12% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
32,781
shares
|
$19.6 Million
12.44% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
32,722
shares
|
$19.6 Million
5.17% of portfolio
|
Q3 2024
Added 16.02%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
32,632
shares
|
$19.5 Million
0.37% of portfolio
|
Q3 2024
Added 109.99%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
32,525
shares
|
$19.4 Million
8.05% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
32,496
shares
|
$19.4 Million
24.75% of portfolio
|
Q3 2023
Added 41.53%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
32,457
shares
|
$19.4 Million
7.46% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
32,283
shares
|
$19.3 Million
3.88% of portfolio
|
Q3 2024
Added 31.79%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Nov 13, 2024 Q3 2024 |
32,260
shares
|
$19.3 Million
8.06% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
32,197
shares
|
$19.2 Million
13.99% of portfolio
|
Q1 2024
Added 1.83%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
32,166
shares
|
$19.2 Million
2.72% of portfolio
|
Q3 2024
Added 34.77%
|