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 4,966 institutions that hold shares in the stock, with a total of 601 Million shares, which have been reported (via 13F filing form) to have a value of $368 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Feb 11, 2025 Q4 2024 |
141
shares
|
$86,220
0.03% of portfolio
|
Q4 2024
Reduced 80.44%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
135
shares
|
$82,551
0.02% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
134
shares
|
$81,939
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
132
shares
|
$80,716
0.02% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jan 24, 2025 Q4 2024 |
132
shares
|
$80,716
0.02% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
130
shares
|
$79,493
0.05% of portfolio
|
Q4 2023
Added 160.0%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
130
shares
|
$79,493
0.05% of portfolio
|
Q4 2024
Reduced 22.62%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
128
shares
|
$78,270
0.03% of portfolio
|
Q2 2024
Reduced 65.96%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
124
shares
|
$75,824
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
121
shares
|
$73,990
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
121
shares
|
$73,990
0.05% of portfolio
|
Q4 2024
Added 9.01%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
121
shares
|
$73,990
0.05% of portfolio
|
Q4 2024
Added 9.01%
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
120
shares
|
$73,378
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
118
shares
|
$72,155
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
116
shares
|
$70,932
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
111
shares
|
$67,875
0.04% of portfolio
|
Q3 2022
Added 0.91%
|
|
|
Altshuler Shaham LTD
|
Feb 13, 2025 Q4 2024 |
102
shares
|
$62,371
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
101
shares
|
$61,760
0.02% of portfolio
|
Q4 2024
Reduced 38.41%
|
|
|
Skylands Capital, LLC
|
Feb 04, 2025 Q4 2024 |
100
shares
|
$61,149
0.01% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
100
shares
|
$61,149
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
91
shares
|
$55,645
0.03% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
87
shares
|
$53,199
0.04% of portfolio
|
Q2 2024
Reduced 4.4%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
85
shares
|
$51,976
0.02% of portfolio
|
Q4 2022
Closed
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
81
shares
|
$49,530
0.01% of portfolio
|
Q1 2024
Reduced 92.07%
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
80
shares
|
$48,919
0.04% of portfolio
|
Q1 2024
New holding
|