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 |
|---|---|---|---|---|---|
|
Two Point Capital Management, Inc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
7,287
shares
|
$4.39 Million
1.57% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
7,281
shares
|
$4.38 Million
0.01% of portfolio
|
Q3 2024
Added 21.65%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
7,280
shares
|
$4.38 Million
0.0% of portfolio
|
Q3 2024
Added 226.75%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
7,243
shares
|
$4.36 Million
1.74% of portfolio
|
Q4 2022
Reduced 2.52%
|
|
|
Mengis Capital Management, Inc.
|
Nov 05, 2024 Q3 2024 |
7,236
shares
|
$4.35 Million
0.83% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
7,222
shares
|
$4.35 Million
0.16% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
7,207
shares
|
$4.34 Million
1.51% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Sunesis Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
7,207
shares
|
$4.34 Million
2.59% of portfolio
|
Q2 2024
Added 5.12%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Nov 08, 2024 Q3 2024 |
7,201
shares
|
$4.33 Million
0.93% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
7,186
shares
|
$4.32 Million
1.42% of portfolio
|
Q4 2024
Added 26.43%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
7,186
shares
|
$4.32 Million
0.47% of portfolio
|
Q4 2024
Added 10.03%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
7,182
shares
|
$4.32 Million
1.84% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Kirr Marbach & CO LLC
|
Jan 22, 2025 Q4 2024 |
7,173
shares
|
$4.32 Million
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
7,164
shares
|
$4.31 Million
1.03% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
7,163
shares
|
$4.31 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 12, 2024 Q3 2024 |
7,158
shares
|
$4.31 Million
1.95% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
7,157
shares
|
$4.31 Million
2.78% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Capital Wealth Alliance, LLC
|
Jan 29, 2025 Q4 2024 |
7,152
shares
|
$4.3 Million
2.5% of portfolio
|
Q4 2024
Added 11.32%
|
|
|
Baldwin Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
7,147
shares
|
$4.3 Million
1.06% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
7,125
shares
|
$4.29 Million
1.34% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Evergreen Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
7,123
shares
|
$4.29 Million
1.13% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 08, 2024 Q3 2024 |
7,116
shares
|
$4.28 Million
2.5% of portfolio
|
Q3 2024
Reduced 40.69%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2024 Q3 2024 |
7,114
shares
|
$4.28 Million
0.96% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Northeast Investment Management
|
Jan 28, 2025 Q4 2024 |
7,108
shares
|
$4.28 Million
0.19% of portfolio
|
Q4 2024
Added 27.43%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Jan 14, 2025 Q4 2024 |
7,100
shares
|
$4.27 Million
2.63% of portfolio
|
Q4 2024
Reduced 0.21%
|