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 |
|---|---|---|---|---|---|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
9,659
shares
|
$5.81 Million
1.22% of portfolio
|
Q1 2024
New holding
|
|
|
Kearns & Associates LLC
|
Jan 23, 2025 Q4 2024 |
9,650
shares
|
$5.81 Million
3.65% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
9,647
shares
|
$5.81 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Omnia Family Wealth, LLC
|
Nov 06, 2024 Q3 2024 |
9,645
shares
|
$5.8 Million
2.38% of portfolio
|
Q3 2024
Reduced 29.12%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
9,645
shares
|
$5.8 Million
0.28% of portfolio
|
Q4 2022
Added 3.12%
|
|
|
John W. Brooker & Co., Cp As
|
Jan 27, 2025 Q4 2024 |
9,638
shares
|
$5.8 Million
2.81% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Arkansas Financial Group, Inc.
|
Jan 17, 2025 Q4 2024 |
9,574
shares
|
$5.76 Million
0.91% of portfolio
|
Q4 2024
Reduced 7.66%
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
9,544
shares
|
$5.74 Million
1.11% of portfolio
|
Q4 2024
Added 16.92%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jan 17, 2025 Q4 2024 |
9,520
shares
|
$5.73 Million
4.45% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
9,515
shares
|
$5.73 Million
0.52% of portfolio
|
Q4 2024
Added 10.91%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
9,501
shares
|
$5.72 Million
1.95% of portfolio
|
Q3 2024
Added 42.98%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2024 Q3 2024 |
9,492
shares
|
$5.71 Million
0.64% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Texas Permanent School Fund
Austin, TX |
Nov 14, 2024 Q3 2024 |
9,471
shares
|
$5.7 Million
0.91% of portfolio
|
Q3 2024
Reduced 97.89%
|
|
|
Guyasuta Investment Advisors Inc
|
Jan 30, 2025 Q4 2024 |
9,469
shares
|
$5.7 Million
0.37% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Dec 17, 2024 Q3 2024 |
9,468
shares
|
$5.7 Million
3.67% of portfolio
|
Q3 2024
Reduced 4.75%
|
|
|
Unionview, LLC
Seattle, WA |
Nov 06, 2024 Q3 2024 |
9,453
shares
|
$5.69 Million
4.24% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
9,451
shares
|
$5.69 Million
1.68% of portfolio
|
Q4 2024
Added 17.04%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
9,450
shares
|
$5.69 Million
1.66% of portfolio
|
Q3 2024
Added 18.04%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
9,433
shares
|
$5.68 Million
2.25% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
9,431
shares
|
$5.68 Million
1.49% of portfolio
|
Q3 2024
Reduced 22.3%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
9,412
shares
|
$5.66 Million
0.28% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
9,395
shares
|
$5.65 Million
1.26% of portfolio
|
Q2 2022
Added 0.13%
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2024 Q3 2024 |
9,388
shares
|
$5.65 Million
0.05% of portfolio
|
Q3 2024
Added 5.57%
|
|
|
Clarity Financial LLC
|
Jan 23, 2025 Q4 2024 |
9,371
shares
|
$5.64 Million
0.66% of portfolio
|
Q4 2024
Reduced 10.06%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
9,352
shares
|
$5.63 Million
0.48% of portfolio
|
Q4 2024
Added 4.84%
|