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 |
|---|---|---|---|---|---|
|
Laurion Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
157,640
shares
|
$94.8 Million
1.24% of portfolio
|
Q3 2024
Added 47.14%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
157,624
shares
|
$94.8 Million
9.71% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
157,021
shares
|
$94.4 Million
2.75% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Marest Capital, LLC
Tarzana, CA |
Oct 17, 2024 Q3 2024 |
156,287
shares
|
$94 Million
75.93% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
155,129
shares
|
$93.3 Million
15.52% of portfolio
|
Q3 2024
Added 404.98%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
154,319
shares
|
$92.8 Million
11.03% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Dec 02, 2024 Q3 2024 |
154,071
shares
|
$92.6 Million
26.81% of portfolio
|
Q3 2024
Added 25.96%
|
|
|
Msa Advisors, LLC
Santa Monica, CA |
Nov 13, 2024 Q3 2024 |
153,678
shares
|
$92.4 Million
22.82% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Nov 13, 2024 Q3 2024 |
153,400
shares
|
$92.2 Million
0.4% of portfolio
|
Q3 2024
Reduced 25.06%
|
|
|
Howard Capital Management Group, LLC
|
Nov 19, 2024 Q3 2024 |
152,955
shares
|
$92 Million
6.18% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
152,465
shares
|
$91.7 Million
1.7% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
150,627
shares
|
$90.6 Million
1.73% of portfolio
|
Q1 2023
Reduced 0.69%
|
|
|
Conning Inc.
|
Oct 29, 2024 Q3 2024 |
148,732
shares
|
$89.4 Million
2.96% of portfolio
|
Q2 2024
Reduced 9.48%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
148,675
shares
|
$89.4 Million
0.92% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Nov 14, 2024 Q3 2024 |
148,192
shares
|
$89.1 Million
8.97% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
St. Louis Trust CO
|
Nov 07, 2024 Q3 2024 |
147,603
shares
|
$88.8 Million
11.93% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
New England Asset Management Inc
Farmington, CT |
Nov 07, 2024 Q3 2024 |
146,870
shares
|
$88.3 Million
13.96% of portfolio
|
Q3 2024
Reduced 10.86%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
146,865
shares
|
$88.3 Million
1.37% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
146,300
shares
|
$88 Million
4.28% of portfolio
|
Q4 2023
Reduced 0.57%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
145,730
shares
|
$87.6 Million
0.94% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
J. Goldman & CO LP
New York, NY |
Nov 14, 2024 Q3 2024 |
145,326
shares
|
$87.4 Million
2.59% of portfolio
|
Q3 2024
Added 1405.66%
|
|
|
Brandywine Trust CO
Hockessin, DE |
Nov 13, 2024 Q3 2024 |
144,324
shares
|
$86.8 Million
12.36% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
143,882
shares
|
$86.5 Million
5.02% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
143,725
shares
|
$86.4 Million
1.67% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
Oct 07, 2024 Q3 2024 |
143,103
shares
|
$86 Million
88.63% of portfolio
|
Q3 2024
Reduced 15.92%
|