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 |
|---|---|---|---|---|---|
|
Team Hewins, LLC
Redwood City, CA |
Nov 12, 2024 Q3 2024 |
180,146
shares
|
$108 Million
17.63% of portfolio
|
Q3 2024
Added 4456.04%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
178,644
shares
|
$107 Million
1.05% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
178,438
shares
|
$107 Million
3.3% of portfolio
|
Q3 2023
Added 73.28%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
176,329
shares
|
$106 Million
5.73% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
176,319
shares
|
$106 Million
1.19% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
174,307
shares
|
$105 Million
1.72% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2024 Q3 2024 |
173,211
shares
|
$104 Million
18.76% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
173,042
shares
|
$104 Million
0.71% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
172,153
shares
|
$104 Million
13.36% of portfolio
|
Q3 2022
Added 129.93%
|
|
|
Tlwm
San Antonio, TX |
Oct 07, 2024 Q3 2024 |
171,736
shares
|
$103 Million
20.09% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
171,606
shares
|
$103 Million
4.37% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
170,160
shares
|
$102 Million
2.88% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
169,270
shares
|
$102 Million
42.51% of portfolio
|
Q4 2022
Reduced 3.6%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 14, 2024 Q3 2024 |
168,232
shares
|
$101 Million
0.11% of portfolio
|
Q3 2024
Reduced 38.86%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
167,914
shares
|
$101 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Cercano Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
167,534
shares
|
$101 Million
2.38% of portfolio
|
Q3 2024
Reduced 7.73%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Oct 15, 2024 Q3 2024 |
166,380
shares
|
$100 Million
15.75% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Oct 04, 2024 Q3 2024 |
165,940
shares
|
$99.8 Million
43.66% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
163,905
shares
|
$98.6 Million
6.65% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
163,405
shares
|
$98.3 Million
19.42% of portfolio
|
Q2 2024
Added 5.71%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
160,499
shares
|
$96.5 Million
3.54% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
160,428
shares
|
$96.5 Million
1.18% of portfolio
|
Q3 2024
Added 6.49%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
159,037
shares
|
$95.6 Million
1.03% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
158,437
shares
|
$95.3 Million
0.08% of portfolio
|
Q1 2024
Reduced 68.67%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
158,015
shares
|
$95 Million
3.13% of portfolio
|
Q2 2024
Reduced 2.5%
|