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 5,011 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 $339 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rb Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
15,390
shares
|
$8.73 Million
2.17% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Ramiah Investment Group
Brookfield, WI |
Feb 10, 2025 Q4 2023 |
15,389
shares
|
$8.73 Million
7.95% of portfolio
|
Q4 2023
Reduced 50.58%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Feb 14, 2025 Q4 2024 |
15,375
shares
|
$8.72 Million
1.7% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
15,353
shares
|
$8.71 Million
1.95% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
15,326
shares
|
$8.69 Million
5.59% of portfolio
|
Q2 2023
Added 0.22%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
15,319
shares
|
$8.69 Million
0.01% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
X Square Capital, LLC
|
Feb 12, 2025 Q4 2024 |
15,296
shares
|
$8.68 Million
3.69% of portfolio
|
Q4 2024
Added 10.31%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
15,215
shares
|
$8.63 Million
1.39% of portfolio
|
Q4 2024
Added 11.4%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
15,199
shares
|
$8.62 Million
3.35% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Global Strategic Investment Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
15,159
shares
|
$8.6 Million
1.07% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
15,139
shares
|
$8.59 Million
4.56% of portfolio
|
Q3 2022
Reduced 1.21%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
15,114
shares
|
$8.57 Million
0.52% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Feb 13, 2025 Q4 2024 |
15,099
shares
|
$8.56 Million
3.55% of portfolio
|
Q4 2024
Added 3255.33%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
15,033
shares
|
$8.53 Million
0.45% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Epacria Capital Partners, LLC
Boulder, CO |
Feb 14, 2025 Q4 2024 |
15,000
shares
|
$8.51 Million
7.43% of portfolio
|
Q4 2022
New holding
|
|
|
Wilmar Advisors LLC
Juno Beach, FL |
Feb 05, 2025 Q4 2024 |
15,000
shares
|
$8.51 Million
8.13% of portfolio
|
Q4 2024
New holding
|
|
|
Visualize Group LP
New York, NY |
Feb 14, 2025 Q4 2024 |
15,000
shares
|
$8.51 Million
5.56% of portfolio
|
Q4 2024
New holding
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
14,995
shares
|
$8.5 Million
1.62% of portfolio
|
Q4 2024
Reduced 15.3%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
14,966
shares
|
$8.49 Million
2.8% of portfolio
|
Q3 2023
Reduced 2.84%
|
|
|
Pettinga Financial Advisors, LLC
|
Feb 18, 2025 Q4 2024 |
14,952
shares
|
$8.48 Million
2.01% of portfolio
|
Q4 2024
Added 11.56%
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
14,951
shares
|
$8.48 Million
4.78% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
14,950
shares
|
$8.48 Million
0.77% of portfolio
|
Q4 2024
Added 622.22%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
14,914
shares
|
$8.46 Million
1.08% of portfolio
|
Q2 2023
Added 66.04%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Feb 12, 2025 Q4 2024 |
14,914
shares
|
$8.46 Million
4.82% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
14,900
shares
|
$8.45 Million
0.39% of portfolio
|
Q4 2024
Added 12.88%
|