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 |
|---|---|---|---|---|---|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
1,380
shares
|
$838,998
0.19% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
1,374
shares
|
$835,350
0.05% of portfolio
|
Q3 2022
Added 0.07%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
1,372
shares
|
$834,134
0.06% of portfolio
|
Q4 2024
Added 4.65%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Jan 03, 2025 Q4 2024 |
1,372
shares
|
$834,134
0.33% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
1,370
shares
|
$832,918
0.09% of portfolio
|
Q3 2024
Reduced 13.24%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
1,369
shares
|
$832,310
0.32% of portfolio
|
Q4 2024
Reduced 19.75%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
1,369
shares
|
$832,310
0.26% of portfolio
|
Q3 2024
Added 28.54%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
1,368
shares
|
$831,702
0.23% of portfolio
|
Q4 2024
Reduced 7.94%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
1,368
shares
|
$831,702
0.71% of portfolio
|
Q3 2024
Added 45.69%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
1,367
shares
|
$831,094
0.19% of portfolio
|
Q3 2023
Reduced 18.44%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Nov 06, 2024 Q3 2024 |
1,366
shares
|
$830,487
0.27% of portfolio
|
Q2 2024
Reduced 20.02%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
1,362
shares
|
$828,055
0.2% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
1,358
shares
|
$825,623
0.17% of portfolio
|
Q2 2022
Reduced 5.1%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
1,358
shares
|
$825,623
0.61% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
1,353
shares
|
$822,583
0.52% of portfolio
|
Q2 2024
Added 0.3%
|
|
|
Scholtz & Company, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
1,352
shares
|
$821,975
0.37% of portfolio
|
Q3 2024
Reduced 15.34%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
1,351
shares
|
$821,367
0.33% of portfolio
|
Q3 2024
Reduced 25.11%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2024 Q3 2024 |
1,351
shares
|
$821,367
0.08% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Oct 28, 2024 Q3 2024 |
1,344
shares
|
$817,111
0.57% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
1,343
shares
|
$816,503
0.52% of portfolio
|
Q2 2024
Reduced 8.58%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
1,341
shares
|
$815,287
0.54% of portfolio
|
Q4 2023
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,339
shares
|
$814,071
0.83% of portfolio
|
Q3 2022
Reduced 21.47%
|
|
|
Kraft Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,339
shares
|
$814,071
0.65% of portfolio
|
Q3 2024
Reduced 15.04%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,337
shares
|
$812,855
0.37% of portfolio
|
Q4 2021
Reduced 13.85%
|
|
|
Ipswich Investment Management Co., Inc.
|
Nov 06, 2024 Q3 2024 |
1,331
shares
|
$809,208
0.18% of portfolio
|
Q2 2024
Added 2.23%
|