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 |
|---|---|---|---|---|---|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
9,998
shares
|
$6.02 Million
3.16% of portfolio
|
Q3 2024
New holding
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
9,988
shares
|
$6.01 Million
0.38% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
9,975
shares
|
$6 Million
2.55% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Sl Advisors, LLC
|
Jan 08, 2025 Q4 2024 |
9,969
shares
|
$6 Million
9.66% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Legacy Wealth Management, Inc
|
Jan 21, 2025 Q4 2024 |
9,965
shares
|
$6 Million
0.37% of portfolio
|
Q2 2024
Reduced 2.01%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
9,944
shares
|
$5.98 Million
0.33% of portfolio
|
Q3 2024
Added 72.31%
|
|
|
Vista Capital Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
9,940
shares
|
$5.98 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
9,939
shares
|
$5.98 Million
0.23% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
9,908
shares
|
$5.96 Million
3.15% of portfolio
|
Q4 2024
Added 11.25%
|
|
|
Waddell & Associates, LLC
|
Nov 12, 2024 Q3 2024 |
9,904
shares
|
$5.96 Million
0.7% of portfolio
|
Q3 2024
Reduced 4.92%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
9,900
shares
|
$5.96 Million
0.37% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 23, 2024 Q2 2024 |
9,853
shares
|
$5.93 Million
1.21% of portfolio
|
Q2 2024
Added 4.19%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
9,845
shares
|
$5.92 Million
1.56% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
9,833
shares
|
$5.92 Million
0.97% of portfolio
|
Q1 2024
Added 203.49%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Jan 30, 2025 Q4 2024 |
9,831
shares
|
$5.92 Million
1.99% of portfolio
|
Q4 2024
Reduced 6.06%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
9,831
shares
|
$5.92 Million
3.07% of portfolio
|
Q3 2024
Reduced 13.25%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 18, 2024 Q3 2024 |
9,830
shares
|
$5.92 Million
1.24% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jan 16, 2025 Q4 2024 |
9,809
shares
|
$5.9 Million
5.2% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Fusion Family Wealth LLC
|
Jan 27, 2025 Q4 2024 |
9,793
shares
|
$5.89 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
9,785
shares
|
$5.89 Million
0.07% of portfolio
|
Q3 2024
Reduced 48.61%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
9,764
shares
|
$5.88 Million
1.15% of portfolio
|
Q4 2024
Added 12.35%
|
|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
9,747
shares
|
$5.87 Million
3.91% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Auxano Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
9,719
shares
|
$5.85 Million
1.52% of portfolio
|
Q3 2024
Reduced 7.48%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
9,701
shares
|
$5.84 Million
0.48% of portfolio
|
Q3 2024
Reduced 9.64%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Jan 22, 2025 Q4 2024 |
9,677
shares
|
$5.82 Million
3.48% of portfolio
|
Q4 2024
Added 8.6%
|