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 |
|---|---|---|---|---|---|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
11,519
shares
|
$6.93 Million
1.25% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 08, 2024 Q3 2024 |
11,500
shares
|
$6.92 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Avity Investment Management Inc.
|
Jan 14, 2025 Q4 2024 |
11,494
shares
|
$6.92 Million
0.54% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
11,493
shares
|
$6.92 Million
4.13% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Nov 14, 2024 Q3 2024 |
11,465
shares
|
$6.9 Million
5.13% of portfolio
|
Q3 2024
Added 23.19%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
11,441
shares
|
$6.89 Million
0.44% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 28, 2024 Q3 2024 |
11,390
shares
|
$6.85 Million
3.08% of portfolio
|
Q3 2024
Reduced 11.04%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
11,384
shares
|
$6.85 Million
4.36% of portfolio
|
Q4 2024
Reduced 59.0%
|
|
|
Btc Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
11,377
shares
|
$6.85 Million
0.62% of portfolio
|
Q4 2024
Reduced 23.01%
|
|
|
Sierra Capital LLC
|
Oct 21, 2024 Q3 2024 |
11,376
shares
|
$6.85 Million
0.78% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
11,342
shares
|
$6.83 Million
0.06% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
11,311
shares
|
$6.81 Million
1.71% of portfolio
|
Q4 2024
Reduced 11.56%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
11,259
shares
|
$6.78 Million
1.38% of portfolio
|
Q4 2024
Reduced 10.02%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
11,250
shares
|
$6.77 Million
0.77% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
11,244
shares
|
$6.77 Million
0.66% of portfolio
|
Q3 2023
Reduced 1.88%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
11,238
shares
|
$6.76 Million
0.94% of portfolio
|
Q3 2023
Reduced 5.8%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
11,201
shares
|
$6.74 Million
1.94% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
11,201
shares
|
$6.74 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
11,193
shares
|
$6.74 Million
0.94% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
11,154
shares
|
$6.71 Million
0.52% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
11,118
shares
|
$6.69 Million
1.78% of portfolio
|
Q3 2023
Reduced 3.5%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
11,110
shares
|
$6.69 Million
1.67% of portfolio
|
Q4 2024
Added 7.13%
|
|
|
Covenant Asset Management, LLC
|
Jan 30, 2025 Q4 2024 |
11,089
shares
|
$6.67 Million
1.04% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
11,073
shares
|
$6.66 Million
1.44% of portfolio
|
Q4 2024
Reduced 5.98%
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
11,068
shares
|
$6.66 Million
0.83% of portfolio
|
Q4 2024
Reduced 1.64%
|