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 |
|---|---|---|---|---|---|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
88,832
shares
|
$54 Million
2.1% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Oct 21, 2024 Q3 2024 |
88,806
shares
|
$54 Million
30.98% of portfolio
|
Q3 2024
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
88,450
shares
|
$53.8 Million
0.08% of portfolio
|
Q3 2024
Added 18.03%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
88,385
shares
|
$53.7 Million
1.89% of portfolio
|
Q2 2023
Added 1.15%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
88,365
shares
|
$53.7 Million
2.15% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Nov 07, 2024 Q3 2024 |
87,747
shares
|
$53.3 Million
12.89% of portfolio
|
Q3 2024
Reduced 12.99%
|
|
|
Berkshire Bank
|
Jan 22, 2025 Q4 2024 |
87,719
shares
|
$53.3 Million
12.14% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
86,929
shares
|
$52.9 Million
1.96% of portfolio
|
Q3 2024
Added 15.03%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
86,693
shares
|
$52.7 Million
4.54% of portfolio
|
N/A
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
86,636
shares
|
$52.7 Million
2.13% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
86,535
shares
|
$52.6 Million
4.76% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
86,508
shares
|
$52.6 Million
3.63% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
85,958
shares
|
$52.3 Million
36.79% of portfolio
|
Q2 2023
Added 198.56%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
85,936
shares
|
$52.2 Million
1.4% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Financial Services Advisory Inc
|
Oct 31, 2024 Q3 2024 |
85,350
shares
|
$51.9 Million
11.96% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Jan 23, 2025 Q4 2024 |
85,200
shares
|
$51.8 Million
0.55% of portfolio
|
Q4 2024
Added 25.93%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
84,928
shares
|
$51.6 Million
0.13% of portfolio
|
Q3 2022
Reduced 0.48%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
84,818
shares
|
$51.6 Million
1.77% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 13, 2024 Q3 2024 |
84,740
shares
|
$51.5 Million
18.63% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
84,383
shares
|
$51.3 Million
1.76% of portfolio
|
Q3 2024
Added 75.41%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jan 17, 2025 Q4 2024 |
84,233
shares
|
$51.2 Million
13.43% of portfolio
|
Q4 2024
Added 14.41%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
84,225
shares
|
$51.2 Million
2.06% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
83,117
shares
|
$50.5 Million
9.61% of portfolio
|
Q4 2023
Added 1.57%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
83,019
shares
|
$50.5 Million
2.38% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Allie Family Office LLC
|
Jan 03, 2025 Q3 2024 |
82,779
shares
|
$50.3 Million
25.56% of portfolio
|
Q3 2024
Added 1.06%
|