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 |
|---|---|---|---|---|---|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
1,434
shares
|
$871,828
0.54% of portfolio
|
Q4 2023
New holding
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
Nov 12, 2024 Q3 2024 |
1,430
shares
|
$869,397
0.38% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
1,427
shares
|
$867,573
0.11% of portfolio
|
Q4 2024
Added 60.34%
|
|
|
Jvl Associates LLC
|
Jan 03, 2025 Q4 2024 |
1,424
shares
|
$865,749
0.32% of portfolio
|
Q4 2024
Added 14.75%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
1,423
shares
|
$865,141
0.24% of portfolio
|
Q3 2024
Reduced 7.72%
|
|
|
Life Guide Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,419
shares
|
$862,709
0.36% of portfolio
|
Q4 2024
Reduced 7.44%
|
|
|
O'Brien Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
1,418
shares
|
$862,101
0.17% of portfolio
|
Q3 2024
Added 53.46%
|
|
|
Vectors Research Management, LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
1,416
shares
|
$860,885
0.25% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
David R. Rahn & Associates Inc.
|
Nov 13, 2024 Q3 2024 |
1,415
shares
|
$860,277
0.25% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Taylor Wealth Management Partners
Boston, MA |
Aug 12, 2022 Q2 2022 |
1,414
shares
|
$859,669
0.3% of portfolio
|
Q2 2022
New holding
|
|
|
Buttonwood Financial Advisors Inc.
|
Jan 22, 2025 Q4 2024 |
1,413
shares
|
$859,061
0.37% of portfolio
|
Q3 2024
Added 20.15%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 13, 2024 Q3 2024 |
1,411
shares
|
$857,845
0.5% of portfolio
|
Q3 2024
Reduced 5.87%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
1,407
shares
|
$855,413
0.26% of portfolio
|
Q4 2024
Added 36.73%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
1,406
shares
|
$854,805
0.02% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Pennsylvania Capital Management Inc
|
Jan 24, 2025 Q4 2024 |
1,403
shares
|
$852,981
0.3% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Nov 12, 2024 Q3 2024 |
1,402
shares
|
$852,373
0.1% of portfolio
|
Q2 2024
Reduced 6.66%
|
|
|
Seneca House Advisors
|
Jan 17, 2025 Q4 2024 |
1,400
shares
|
$851,158
0.34% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
1,400
shares
|
$851,158
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 13, 2024 Q3 2024 |
1,394
shares
|
$847,510
0.51% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
1,392
shares
|
$846,294
0.24% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
1,391
shares
|
$845,686
0.38% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
1,389
shares
|
$844,470
0.32% of portfolio
|
Q4 2024
Reduced 7.95%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
1,382
shares
|
$840,214
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
1,381
shares
|
$839,606
0.09% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
1,380
shares
|
$838,998
0.21% of portfolio
|
Q3 2024
Reduced 1.85%
|