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 |
|---|---|---|---|---|---|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
85
shares
|
$51,677
0.02% of portfolio
|
Q4 2022
Closed
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
83
shares
|
$50,461
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Oct 10, 2024 Q3 2024 |
81
shares
|
$49,245
0.01% of portfolio
|
Q1 2024
Reduced 92.07%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
81
shares
|
$49,245
0.02% of portfolio
|
Q1 2024
Added 1.25%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
80
shares
|
$48,637
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
75
shares
|
$45,597
0.02% of portfolio
|
Q3 2024
Reduced 22.68%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 31, 2024 Q3 2024 |
75
shares
|
$45,597
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Kessler Investment Group, LLC
|
Oct 21, 2024 Q3 2024 |
73
shares
|
$44,381
0.02% of portfolio
|
Q2 2024
Added 4.29%
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2024 Q3 2024 |
70
shares
|
$42,557
0.03% of portfolio
|
Q3 2024
Reduced 78.66%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
68
shares
|
$41,341
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
64
shares
|
$38,910
0.03% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
64
shares
|
$38,910
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
60
shares
|
$36,478
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
55
shares
|
$33,438
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
50
shares
|
$30,398
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
41
shares
|
$24,926
0.02% of portfolio
|
Q3 2024
Added 36.67%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
40
shares
|
$24,318
0.02% of portfolio
|
Q3 2023
Reduced 9.09%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jan 15, 2025 Q4 2024 |
39
shares
|
$23,710
0.02% of portfolio
|
Q2 2024
Reduced 50.63%
|
|
|
Sawyer & Company, Inc
|
Jan 14, 2025 Q4 2024 |
38
shares
|
$23,102
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
34
shares
|
$20,670
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
33
shares
|
$20,063
0.01% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
33
shares
|
$20,063
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
32
shares
|
$19,455
0.01% of portfolio
|
Q3 2024
Added 18.52%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
32
shares
|
$19,455
1.76% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
31
shares
|
$18,847
0.01% of portfolio
|
Q4 2023
New holding
|