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 4,744 institutions that hold shares in the stock, with a total of 585 Million shares, which have been reported (via 13F filing form) to have a value of $351 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
10,989
shares
|
$6.6 Million
4.1% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Oct 29, 2024 Q3 2024 |
10,985
shares
|
$6.6 Million
0.23% of portfolio
|
Q2 2023
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
10,973
shares
|
$6.59 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
10,971
shares
|
$6.59 Million
4.19% of portfolio
|
Q4 2024
Added 41.31%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
10,964
shares
|
$6.59 Million
2.31% of portfolio
|
Q3 2023
Added 0.38%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
10,945
shares
|
$6.58 Million
0.47% of portfolio
|
Q3 2024
Added 9.11%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
10,910
shares
|
$6.55 Million
0.27% of portfolio
|
Q3 2022
Added 68.91%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 12, 2024 Q3 2024 |
10,908
shares
|
$6.55 Million
5.46% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
10,904
shares
|
$6.55 Million
0.14% of portfolio
|
Q3 2024
Reduced 77.93%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
10,868
shares
|
$6.53 Million
2.68% of portfolio
|
Q2 2022
Reduced 0.43%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
10,853
shares
|
$6.52 Million
1.3% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
10,806
shares
|
$6.49 Million
1.84% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Stairway Partners, LLC
|
Jan 06, 2025 Q4 2024 |
10,785
shares
|
$6.48 Million
0.4% of portfolio
|
Q4 2024
Reduced 94.37%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
10,761
shares
|
$6.46 Million
3.11% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jan 14, 2025 Q4 2024 |
10,760
shares
|
$6.46 Million
2.95% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
10,744
shares
|
$6.45 Million
0.34% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
10,727
shares
|
$6.44 Million
1.44% of portfolio
|
Q4 2024
Added 13.74%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
10,667
shares
|
$6.41 Million
1.29% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
10,663
shares
|
$6.41 Million
0.31% of portfolio
|
Q3 2024
Reduced 8.02%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
10,636
shares
|
$6.39 Million
0.02% of portfolio
|
Q4 2024
Added 443.21%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
10,632
shares
|
$6.39 Million
1.09% of portfolio
|
Q3 2024
Added 10.42%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Feb 05, 2025 Q4 2024 |
10,630
shares
|
$6.39 Million
0.62% of portfolio
|
Q4 2024
Added 39.37%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
10,627
shares
|
$6.38 Million
1.82% of portfolio
|
Q4 2024
Added 1168.14%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
10,625
shares
|
$6.38 Million
1.08% of portfolio
|
Q3 2023
Reduced 7.85%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jan 24, 2025 Q4 2024 |
10,620
shares
|
$6.38 Million
2.65% of portfolio
|
Q4 2024
Reduced 10.55%
|