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 4,663 institutions that hold shares in the stock, with a total of 579 Million shares, which have been reported (via 13F filing form) to have a value of $348 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
14,966
shares
|
$9.01 Million
2.8% of portfolio
|
Q3 2023
Reduced 2.84%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
14,959
shares
|
$9 Million
4.64% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
14,950
shares
|
$9 Million
0.77% of portfolio
|
Q4 2024
Added 622.22%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
14,947
shares
|
$9 Million
0.01% of portfolio
|
Q1 2024
Reduced 16.08%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
14,914
shares
|
$8.98 Million
1.08% of portfolio
|
Q2 2023
Added 66.04%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
14,867
shares
|
$8.95 Million
0.5% of portfolio
|
Q3 2024
Added 85.56%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
14,863
shares
|
$8.94 Million
0.81% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
14,838
shares
|
$8.93 Million
5.1% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
14,802
shares
|
$8.91 Million
2.64% of portfolio
|
Q1 2023
Reduced 19.27%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
14,797
shares
|
$8.91 Million
0.09% of portfolio
|
Q3 2024
Added 20.4%
|
|
|
Innova Wealth Partners
|
Jan 07, 2025 Q4 2024 |
14,758
shares
|
$8.88 Million
6.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
14,756
shares
|
$8.88 Million
1.06% of portfolio
|
Q4 2024
New holding
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
14,732
shares
|
$8.87 Million
1.01% of portfolio
|
Q4 2024
Reduced 39.71%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
14,698
shares
|
$8.85 Million
3.23% of portfolio
|
Q4 2024
Added 88.46%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
14,698
shares
|
$8.85 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.44%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
14,690
shares
|
$8.84 Million
0.58% of portfolio
|
Q4 2024
Added 14.44%
|
|
|
Surience Private Wealth LLC
|
Jan 14, 2025 Q4 2024 |
14,684
shares
|
$8.84 Million
11.3% of portfolio
|
Q4 2024
Reduced 31.41%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
14,640
shares
|
$8.81 Million
0.3% of portfolio
|
Q3 2024
Reduced 21.03%
|
|
|
First Washington Corp
Seattle, WA |
Nov 13, 2024 Q3 2024 |
14,633
shares
|
$8.81 Million
3.54% of portfolio
|
Q3 2024
Reduced 38.48%
|
|
|
Nelson Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
14,588
shares
|
$8.78 Million
1.43% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
14,572
shares
|
$8.77 Million
1.56% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
14,565
shares
|
$8.77 Million
2.09% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
14,556
shares
|
$8.76 Million
0.67% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
14,550
shares
|
$8.76 Million
4.83% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
14,538
shares
|
$8.75 Million
0.08% of portfolio
|
Q4 2022
Added 537.35%
|