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 5,011 institutions that hold shares in the stock, with a total of 598 Million shares, which have been reported (via 13F filing form) to have a value of $339 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rebalance, LLC
Palo Alto, CA |
Feb 07, 2025 Q4 2024 |
8,109
shares
|
$4.6 Million
0.36% of portfolio
|
Q4 2024
Reduced 7.93%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
8,106
shares
|
$4.6 Million
1.92% of portfolio
|
Q4 2023
New holding
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Feb 27, 2025 Q4 2024 |
8,105
shares
|
$4.6 Million
1.4% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
8,101
shares
|
$4.59 Million
0.44% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Jan 27, 2025 Q4 2024 |
8,091
shares
|
$4.59 Million
5.04% of portfolio
|
Q4 2024
New holding
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Feb 13, 2025 Q4 2024 |
8,085
shares
|
$4.59 Million
4.37% of portfolio
|
Q4 2024
New holding
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
8,060
shares
|
$4.57 Million
1.24% of portfolio
|
Q4 2022
Reduced 99.74%
|
|
|
Pictet Bank & Trust LTD
|
Jan 30, 2025 Q4 2024 |
8,060
shares
|
$4.57 Million
4.72% of portfolio
|
Q4 2024
Reduced 27.0%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
8,052
shares
|
$4.57 Million
0.42% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
8,051
shares
|
$4.57 Million
0.21% of portfolio
|
Q4 2024
Added 118.01%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
8,047
shares
|
$4.56 Million
0.01% of portfolio
|
Q3 2023
Added 71.1%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
8,019
shares
|
$4.55 Million
1.55% of portfolio
|
Q4 2024
New holding
|
|
|
Todd Asset Management LLC
|
Feb 04, 2025 Q4 2024 |
8,017
shares
|
$4.55 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Wealth Funds, LLC
Park City, UT |
Mar 06, 2025 Q4 2024 |
8,015
shares
|
$4.55 Million
4.53% of portfolio
|
Q4 2024
New holding
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
8,013
shares
|
$4.54 Million
1.69% of portfolio
|
Q4 2022
Reduced 0.94%
|
|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
7,989
shares
|
$4.53 Million
0.13% of portfolio
|
Q4 2024
Added 14.75%
|
|
|
Congress Asset Management CO
|
Jan 30, 2025 Q4 2024 |
7,984
shares
|
$4.53 Million
0.03% of portfolio
|
Q4 2024
Added 118.44%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
7,965
shares
|
$4.52 Million
0.97% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
7,965
shares
|
$4.52 Million
2.55% of portfolio
|
Q1 2024
Reduced 1.25%
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Jan 23, 2025 Q4 2024 |
7,947
shares
|
$4.51 Million
5.11% of portfolio
|
Q4 2024
New holding
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Feb 13, 2025 Q4 2024 |
7,904
shares
|
$4.48 Million
1.74% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Cohen Capital Management, Inc.
|
Feb 03, 2025 Q4 2024 |
7,895
shares
|
$4.48 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
7,885
shares
|
$4.47 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
7,878
shares
|
$4.47 Million
1.55% of portfolio
|
Q4 2024
Added 11.65%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
7,875
shares
|
$4.47 Million
0.01% of portfolio
|
Q4 2024
Added 8.16%
|