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 4,553 institutions that hold shares in the stock, with a total of 593 Million shares, which have been reported (via 13F filing form) to have a value of $357 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crestline Management, LP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
245,000
shares
|
$147 Million
7.48% of portfolio
|
Q3 2024
New holding
|
|
|
Evolution Wealth Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
240,973
shares
|
$145 Million
25.35% of portfolio
|
Q3 2024
Added 18.45%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
240,429
shares
|
$145 Million
0.47% of portfolio
|
Q3 2024
Reduced 4.86%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
239,553
shares
|
$144 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
237,410
shares
|
$143 Million
3.56% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
236,832
shares
|
$142 Million
35.93% of portfolio
|
Q2 2022
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
236,488
shares
|
$142 Million
1.37% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
232,220
shares
|
$140 Million
1.5% of portfolio
|
Q3 2024
Reduced 13.16%
|
|
|
Whitford Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
229,279
shares
|
$138 Million
74.73% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
227,807
shares
|
$137 Million
6.13% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Nov 05, 2024 Q3 2024 |
226,462
shares
|
$136 Million
2.21% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Argi Investment Services, LLC
|
Nov 12, 2024 Q3 2024 |
226,259
shares
|
$136 Million
10.96% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
225,005
shares
|
$135 Million
2.63% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
224,034
shares
|
$135 Million
3.99% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
223,512
shares
|
$134 Million
24.78% of portfolio
|
Q3 2024
Reduced 5.16%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
221,617
shares
|
$133 Million
2.19% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Jana Partners LLC
New York, NY |
Aug 14, 2023 Q2 2023 |
221,133
shares
|
$133 Million
7.32% of portfolio
|
Q2 2023
Reduced 2.38%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
220,995
shares
|
$133 Million
10.04% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 31, 2024 Q3 2024 |
220,206
shares
|
$132 Million
8.63% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
219,751
shares
|
$132 Million
1.19% of portfolio
|
Q3 2024
Added 12.14%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
219,626
shares
|
$132 Million
25.27% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
218,601
shares
|
$131 Million
0.89% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
218,310
shares
|
$131 Million
2.15% of portfolio
|
Q4 2022
Reduced 0.76%
|
|
|
Perella Weinberg Partners Capital Management LP
|
May 13, 2024 Q1 2024 |
215,789
shares
|
$130 Million
12.07% of portfolio
|
Q1 2024
Reduced 15.14%
|
|
|
Metropolitan Life Insurance CO
New York, NY |
Nov 13, 2024 Q3 2024 |
215,651
shares
|
$130 Million
43.97% of portfolio
|
Q3 2024
Added 5.35%
|