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 |
|---|---|---|---|---|---|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
12,915
shares
|
$7.77 Million
0.48% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
12,894
shares
|
$7.76 Million
3.84% of portfolio
|
Q2 2024
Reduced 7.16%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
12,876
shares
|
$7.75 Million
1.25% of portfolio
|
Q3 2022
Reduced 1.49%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
12,854
shares
|
$7.74 Million
4.31% of portfolio
|
Q3 2024
Reduced 53.51%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
12,850
shares
|
$7.73 Million
1.67% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
12,843
shares
|
$7.73 Million
0.24% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Vontobel Asset Management Inc
New York, NY |
May 15, 2024 Q1 2024 |
12,843
shares
|
$7.73 Million
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
12,833
shares
|
$7.72 Million
0.53% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Sitrin Capital Management LLC
|
Oct 28, 2024 Q3 2024 |
12,720
shares
|
$7.66 Million
3.65% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
12,633
shares
|
$7.6 Million
0.64% of portfolio
|
Q3 2024
Reduced 23.75%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
12,623
shares
|
$7.6 Million
3.92% of portfolio
|
Q3 2024
Added 31.96%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
12,619
shares
|
$7.59 Million
0.54% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
12,614
shares
|
$7.59 Million
0.63% of portfolio
|
Q3 2024
Added 5.83%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
12,603
shares
|
$7.58 Million
1.24% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
12,600
shares
|
$7.58 Million
0.66% of portfolio
|
Q4 2024
Added 12.41%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
12,586
shares
|
$7.57 Million
2.35% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
12,580
shares
|
$7.57 Million
0.76% of portfolio
|
Q4 2024
Added 14.21%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 21, 2025 Q4 2024 |
12,573
shares
|
$7.57 Million
1.41% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
12,549
shares
|
$7.55 Million
2.6% of portfolio
|
Q3 2024
Added 6.91%
|
|
|
Savoie Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,503
shares
|
$7.52 Million
0.88% of portfolio
|
Q1 2024
Added 1.55%
|
|
|
Scoggin Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
12,500
shares
|
$7.52 Million
1.82% of portfolio
|
Q2 2024
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
12,489
shares
|
$7.52 Million
0.7% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
12,481
shares
|
$7.51 Million
1.34% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
12,480
shares
|
$7.51 Million
0.98% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
Nov 15, 2024 Q3 2024 |
12,463
shares
|
$7.5 Million
0.98% of portfolio
|
Q3 2024
Added 5.07%
|