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 |
|---|---|---|---|---|---|
|
Cox Capital Mgt LLC
|
Jan 14, 2025 Q4 2024 |
717
shares
|
$405,456
0.28% of portfolio
|
Q4 2024
Added 33.52%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
716
shares
|
$404,890
0.13% of portfolio
|
Q4 2024
Reduced 10.61%
|
|
|
Summit Global Investments
Bountiful, UT |
Feb 11, 2025 Q4 2024 |
716
shares
|
$404,890
0.03% of portfolio
|
Q4 2024
Reduced 83.36%
|
|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
715
shares
|
$404,325
0.35% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
715
shares
|
$404,325
0.14% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Tanager Wealth Management LLP
|
Jan 27, 2025 Q4 2024 |
714
shares
|
$403,759
0.05% of portfolio
|
Q4 2024
Reduced 7.15%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
714
shares
|
$403,759
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
713
shares
|
$403,194
0.17% of portfolio
|
Q4 2024
Reduced 10.54%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
712
shares
|
$402,628
0.3% of portfolio
|
Q4 2024
Added 189.43%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jan 31, 2025 Q4 2024 |
711
shares
|
$402,063
0.09% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Atwater Malick LLC
|
Jan 15, 2025 Q4 2024 |
710
shares
|
$401,497
0.14% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Ahl Investment Management, Inc.
|
Jan 16, 2025 Q4 2024 |
705
shares
|
$398,670
0.29% of portfolio
|
Q2 2024
Reduced 1.4%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 14, 2025 Q4 2024 |
705
shares
|
$398,670
0.1% of portfolio
|
Q3 2023
Added 48.42%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 22, 2025 Q4 2024 |
704
shares
|
$398,104
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Ade, LLC
|
Jan 16, 2025 Q4 2024 |
703
shares
|
$397,539
0.26% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
703
shares
|
$397,539
0.21% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
702
shares
|
$396,973
0.21% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Jan 30, 2025 Q4 2024 |
701
shares
|
$396,408
0.18% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Presidio Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
700
shares
|
$395,843
0.21% of portfolio
|
Q4 2024
Reduced 9.91%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
700
shares
|
$395,843
0.03% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Decatur Capital Management, Inc.
Decatur, GA |
Feb 13, 2025 Q4 2024 |
700
shares
|
$395,843
0.19% of portfolio
|
Q2 2023
Reduced 0.28%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
700
shares
|
$395,843
0.16% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
696
shares
|
$393,581
0.25% of portfolio
|
Q1 2024
New holding
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
695
shares
|
$393,015
0.41% of portfolio
|
Q2 2024
Reduced 3.61%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
694
shares
|
$392,450
0.05% of portfolio
|
Q1 2024
Added 8.1%
|