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 4,829 institutions that hold shares in the stock, with a total of 583 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 |
|---|---|---|---|---|---|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
41
shares
|
$24,737
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
40
shares
|
$24,134
0.02% of portfolio
|
Q3 2023
Reduced 9.09%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jan 15, 2025 Q4 2024 |
39
shares
|
$23,531
0.02% of portfolio
|
Q2 2024
Reduced 50.63%
|
|
|
Sawyer & Company, Inc
|
Jan 14, 2025 Q4 2024 |
38
shares
|
$22,927
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
35
shares
|
$21,117
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
33
shares
|
$19,910
0.01% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
33
shares
|
$19,910
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
32
shares
|
$19,307
0.01% of portfolio
|
Q3 2024
Added 18.52%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
32
shares
|
$19,307
1.76% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
31
shares
|
$18,704
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cypress Capital Management LLC (Wy)
|
Jan 23, 2025 Q4 2024 |
30
shares
|
$18,100
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
26
shares
|
$15,687
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
24
shares
|
$14,480
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Capco Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
22
shares
|
$13,273
0.0% of portfolio
|
Q3 2024
Added 15.79%
|
|
|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
20
shares
|
$12,067
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
Feb 04, 2025 Q4 2024 |
16
shares
|
$9,653
0.0% of portfolio
|
Q4 2024
Added 433.33%
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
13
shares
|
$7,843
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gs Investments, Inc.
|
Feb 11, 2025 Q4 2024 |
8
shares
|
$4,826
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
7
shares
|
$4,223
0.0% of portfolio
|
Q4 2024
Reduced 100.0%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
7
shares
|
$4,223
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Feb 11, 2025 Q4 2024 |
5
shares
|
$3,016
0.0% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
4
shares
|
$2,413
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Kessler Investment Group, LLC
|
Jan 30, 2025 Q4 2024 |
3
shares
|
$1,810
0.0% of portfolio
|
Q4 2024
Reduced 95.89%
|
|
|
Equitec Proprietary Markets, LLC
|
Jan 29, 2025 Q4 2024 |
2
shares
|
$1,206
0.0% of portfolio
|
Q3 2024
Reduced 99.98%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
1
shares
|
$603
0.0% of portfolio
|
Q4 2022
New holding
|