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 5,015 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 $338 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Everstar Asset Management, LLC
Mooresville, NC |
Feb 12, 2025 Q4 2024 |
780
shares
|
$441,082
0.32% of portfolio
|
Q4 2024
Added 71.81%
|
|
|
Ccm Investment Advisers LLC
|
Jan 10, 2025 Q4 2024 |
779
shares
|
$440,516
0.05% of portfolio
|
Q4 2024
Added 22.87%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
776
shares
|
$438,820
0.24% of portfolio
|
Q2 2022
New holding
|
|
|
Coerente Capital Management
|
Jan 24, 2025 Q4 2024 |
775
shares
|
$438,254
0.09% of portfolio
|
Q3 2024
Reduced 15.3%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Mar 10, 2025 Q4 2024 |
775
shares
|
$438,254
0.29% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
772
shares
|
$436,558
0.22% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Ckw Financial Group
|
Jan 22, 2025 Q4 2024 |
771
shares
|
$435,992
0.06% of portfolio
|
Q4 2024
Added 21.61%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Jan 22, 2025 Q4 2024 |
771
shares
|
$435,992
0.34% of portfolio
|
Q4 2023
New holding
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
766
shares
|
$433,165
0.19% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
764
shares
|
$432,034
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
5th Street Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
762
shares
|
$430,903
0.23% of portfolio
|
Q4 2024
Reduced 31.78%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Feb 11, 2025 Q4 2024 |
761
shares
|
$430,337
0.19% of portfolio
|
Q4 2024
Added 24.96%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Feb 14, 2025 Q4 2024 |
759
shares
|
$429,206
0.21% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jan 31, 2025 Q4 2024 |
759
shares
|
$429,206
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Swisspartners Advisors LTD
Zurich, V8 |
Jan 29, 2025 Q4 2024 |
757
shares
|
$428,075
0.46% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Feb 12, 2025 Q4 2024 |
757
shares
|
$428,075
0.39% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
756
shares
|
$427,510
0.2% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
756
shares
|
$427,510
0.31% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jan 17, 2025 Q4 2024 |
755
shares
|
$426,944
0.44% of portfolio
|
Q4 2024
Added 9.74%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Feb 04, 2025 Q4 2024 |
755
shares
|
$426,944
0.09% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Feb 04, 2025 Q4 2024 |
754
shares
|
$426,379
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
749
shares
|
$423,552
0.12% of portfolio
|
Q4 2024
Reduced 14.3%
|
|
|
Aimz Investment Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
748
shares
|
$422,986
0.15% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
747
shares
|
$422,421
0.06% of portfolio
|
Q3 2024
Added 94.53%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
746
shares
|
$421,855
0.36% of portfolio
|
Q2 2024
Reduced 2.05%
|