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 |
|---|---|---|---|---|---|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
8,911
shares
|
$5.35 Million
1.05% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
8,910
shares
|
$5.35 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
8,891
shares
|
$5.34 Million
1.03% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
8,873
shares
|
$5.33 Million
0.49% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
8,861
shares
|
$5.32 Million
2.81% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
8,836
shares
|
$5.31 Million
0.04% of portfolio
|
Q4 2024
Added 70.28%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
8,835
shares
|
$5.31 Million
2.15% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Jan 27, 2025 Q4 2024 |
8,800
shares
|
$5.29 Million
2.59% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jan 07, 2025 Q4 2024 |
8,788
shares
|
$5.28 Million
2.87% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
8,779
shares
|
$5.27 Million
0.43% of portfolio
|
Q3 2022
Added 18.72%
|
|
|
Marietta Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
8,771
shares
|
$5.27 Million
0.76% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Deltec Asset Management LLC
|
Jan 27, 2025 Q4 2024 |
8,768
shares
|
$5.27 Million
1.1% of portfolio
|
Q4 2024
Reduced 47.93%
|
|
|
Colony Family Offices, LLC
|
Nov 07, 2024 Q3 2024 |
8,753
shares
|
$5.26 Million
1.7% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
8,742
shares
|
$5.25 Million
2.26% of portfolio
|
Q3 2024
Reduced 7.61%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
8,728
shares
|
$5.24 Million
1.44% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
8,726
shares
|
$5.24 Million
1.77% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
8,718
shares
|
$5.24 Million
2.17% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Alta Capital Management LLC
|
Feb 06, 2025 Q4 2024 |
8,709
shares
|
$5.23 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
8,700
shares
|
$5.23 Million
2.48% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jan 13, 2025 Q4 2024 |
8,663
shares
|
$5.2 Million
2.24% of portfolio
|
Q4 2024
Added 45.28%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 23, 2025 Q4 2024 |
8,663
shares
|
$5.2 Million
2.39% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Klk Capital Management LLC
Los Angeles, CA |
Nov 14, 2023 Q3 2023 |
8,660
shares
|
$5.2 Million
4.89% of portfolio
|
Q3 2023
Reduced 25.86%
|
|
|
Trinity Legacy Partners, LLC
|
Feb 03, 2025 Q4 2024 |
8,622
shares
|
$5.18 Million
1.33% of portfolio
|
Q4 2024
Added 314.12%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
8,603
shares
|
$5.17 Million
4.37% of portfolio
|
Q4 2024
Added 42.5%
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
8,598
shares
|
$5.17 Million
0.45% of portfolio
|
Q4 2024
Reduced 0.76%
|