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 |
|---|---|---|---|---|---|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
10,613
shares
|
$6.38 Million
4.66% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Cypress Financial Planning LLC
|
Jan 13, 2025 Q4 2024 |
10,612
shares
|
$6.38 Million
2.3% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Seelaus Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
10,602
shares
|
$6.37 Million
5.99% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Broderick Brian C
|
Nov 06, 2024 Q3 2024 |
10,600
shares
|
$6.37 Million
1.29% of portfolio
|
Q2 2024
Reduced 5.03%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
10,597
shares
|
$6.37 Million
0.25% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
10,578
shares
|
$6.35 Million
0.32% of portfolio
|
Q3 2022
Added 2.36%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
10,567
shares
|
$6.35 Million
4.65% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
10,567
shares
|
$6.35 Million
0.44% of portfolio
|
Q2 2024
Added 1.02%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
10,566
shares
|
$6.35 Million
4.9% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
10,533
shares
|
$6.33 Million
2.02% of portfolio
|
Q3 2024
Added 13.4%
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
10,532
shares
|
$6.33 Million
1.83% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
10,509
shares
|
$6.31 Million
0.49% of portfolio
|
Q4 2024
Added 27.18%
|
|
|
Tl Private Wealth
|
Jan 16, 2025 Q4 2024 |
10,472
shares
|
$6.29 Million
2.77% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Quattro Financial Advisors LLC
|
Jan 28, 2025 Q4 2024 |
10,470
shares
|
$6.29 Million
1.73% of portfolio
|
Q4 2024
Reduced 41.52%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
10,463
shares
|
$6.29 Million
3.48% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
10,455
shares
|
$6.28 Million
3.53% of portfolio
|
Q4 2024
New holding
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Nov 14, 2024 Q3 2024 |
10,451
shares
|
$6.28 Million
10.3% of portfolio
|
Q3 2024
Reduced 18.64%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
10,441
shares
|
$6.27 Million
0.27% of portfolio
|
Q3 2022
Reduced 3.2%
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
10,426
shares
|
$6.26 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
10,403
shares
|
$6.25 Million
5.13% of portfolio
|
Q2 2024
Added 6.01%
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Oct 28, 2024 Q3 2024 |
10,386
shares
|
$6.24 Million
1.11% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
10,348
shares
|
$6.22 Million
3.85% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
10,341
shares
|
$6.21 Million
4.82% of portfolio
|
Q2 2024
Reduced 2.68%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
10,297
shares
|
$6.19 Million
0.33% of portfolio
|
Q3 2024
Reduced 85.87%
|
|
|
Omni Star Financial Group, Inc.
|
Oct 17, 2024 Q3 2024 |
10,231
shares
|
$6.15 Million
4.65% of portfolio
|
Q3 2024
Added 8.68%
|