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 4,618 institutions that hold shares in the stock, with a total of 577 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 |
|---|---|---|---|---|---|
|
Prosperitas Financial LLC
Valencia, CA |
Oct 29, 2024 Q3 2024 |
1,825
shares
|
$1.11 Million
0.56% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
1,824
shares
|
$1.11 Million
0.54% of portfolio
|
Q3 2024
Added 14.79%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
1,820
shares
|
$1.11 Million
0.72% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Clarus Group, Inc.
|
Oct 21, 2024 Q3 2024 |
1,820
shares
|
$1.11 Million
0.44% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
1,820
shares
|
$1.11 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
1,818
shares
|
$1.11 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
1,815
shares
|
$1.1 Million
0.63% of portfolio
|
Q3 2024
Added 8.94%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
1,812
shares
|
$1.1 Million
0.14% of portfolio
|
Q3 2023
Added 8.7%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 13, 2024 Q3 2024 |
1,811
shares
|
$1.1 Million
0.41% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,810
shares
|
$1.1 Million
0.05% of portfolio
|
Q3 2024
Reduced 15.42%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 29, 2024 Q3 2024 |
1,804
shares
|
$1.1 Million
0.69% of portfolio
|
Q3 2024
Added 46.79%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
1,803
shares
|
$1.1 Million
0.62% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Wj Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
1,798
shares
|
$1.09 Million
0.39% of portfolio
|
Q4 2024
Reduced 8.27%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
1,791
shares
|
$1.09 Million
0.74% of portfolio
|
Q2 2024
Added 2.34%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,790
shares
|
$1.09 Million
0.06% of portfolio
|
Q2 2023
Added 4.74%
|
|
|
Ims Capital Management
|
Dec 17, 2024 Q3 2024 |
1,789
shares
|
$1.09 Million
0.47% of portfolio
|
Q2 2024
Added 2.64%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Nov 07, 2024 Q3 2024 |
1,788
shares
|
$1.09 Million
0.39% of portfolio
|
Q3 2024
Reduced 6.14%
|
|
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
Nov 12, 2024 Q3 2024 |
1,785
shares
|
$1.09 Million
2.91% of portfolio
|
Q3 2024
Reduced 44.65%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
1,784
shares
|
$1.08 Million
0.21% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 04, 2024 Q3 2024 |
1,784
shares
|
$1.08 Million
0.21% of portfolio
|
Q3 2024
Added 4.82%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
1,780
shares
|
$1.08 Million
0.04% of portfolio
|
Q3 2024
Added 381.08%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
1,778
shares
|
$1.08 Million
0.2% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
1,774
shares
|
$1.08 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
1,772
shares
|
$1.08 Million
0.15% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
1,771
shares
|
$1.08 Million
0.07% of portfolio
|
Q4 2024
Added 10.07%
|