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 5,012 institutions that hold shares in the stock, with a total of 599 Million shares, which have been reported (via 13F filing form) to have a value of $336 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prasad Wealth Partners, LLC
Independence, OH |
Feb 04, 2025 Q4 2024 |
6,209
shares
|
$3.48 Million
1.18% of portfolio
|
Q4 2024
New holding
|
|
|
Redw Wealth LLC
|
Feb 07, 2025 Q4 2024 |
6,203
shares
|
$3.48 Million
1.27% of portfolio
|
Q4 2024
Reduced 48.57%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
6,201
shares
|
$3.48 Million
1.72% of portfolio
|
Q1 2024
Added 10.57%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jan 17, 2025 Q4 2024 |
6,199
shares
|
$3.48 Million
3.59% of portfolio
|
Q4 2024
Added 1139.8%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Feb 24, 2025 Q4 2024 |
6,198
shares
|
$3.48 Million
2.36% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jan 15, 2025 Q4 2024 |
6,170
shares
|
$3.46 Million
1.08% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
6,170
shares
|
$3.46 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
6,168
shares
|
$3.46 Million
1.65% of portfolio
|
Q3 2024
Added 7.16%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 14, 2025 Q4 2024 |
6,156
shares
|
$3.45 Million
1.49% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Feb 13, 2025 Q4 2024 |
6,152
shares
|
$3.45 Million
1.84% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jan 16, 2025 Q4 2024 |
6,115
shares
|
$3.43 Million
0.54% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
6,097
shares
|
$3.42 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Raub Brock Capital Management LP
|
Jan 15, 2025 Q4 2024 |
6,086
shares
|
$3.41 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Bcm Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
6,068
shares
|
$3.4 Million
0.82% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
6,067
shares
|
$3.4 Million
1.17% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
6,057
shares
|
$3.4 Million
0.43% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
6,056
shares
|
$3.4 Million
0.32% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jan 22, 2025 Q4 2024 |
6,049
shares
|
$3.39 Million
2.64% of portfolio
|
Q4 2024
New holding
|
|
|
Northside Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,046
shares
|
$3.39 Million
0.94% of portfolio
|
Q3 2024
Added 27.55%
|
|
|
Silvant Capital Management LLC
|
Feb 13, 2025 Q4 2024 |
6,045
shares
|
$3.39 Million
0.15% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Feb 13, 2025 Q4 2024 |
6,040
shares
|
$3.39 Million
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Moneda S.A. Administradora General De Fondos
|
Feb 06, 2025 Q4 2024 |
6,039
shares
|
$3.39 Million
3.68% of portfolio
|
Q4 2024
Added 6.68%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
6,035
shares
|
$3.39 Million
0.31% of portfolio
|
Q4 2024
Added 14.04%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
6,035
shares
|
$3.39 Million
1.38% of portfolio
|
Q4 2024
Added 21.99%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
6,026
shares
|
$3.38 Million
0.9% of portfolio
|
Q4 2024
Added 5.74%
|