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 |
|---|---|---|---|---|---|
|
Caas Capital Management LP
New York, NY |
Oct 28, 2024 Q3 2024 |
95,659
shares
|
$56.9 Million
6.57% of portfolio
|
Q3 2024
New holding
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
95,327
shares
|
$56.7 Million
8.05% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 25, 2024 Q3 2024 |
95,060
shares
|
$56.6 Million
3.14% of portfolio
|
Q3 2024
Reduced 33.0%
|
|
|
Greenhouse Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
94,064
shares
|
$56 Million
36.49% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
93,810
shares
|
$55.8 Million
9.59% of portfolio
|
Q3 2024
Added 6.01%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
93,734
shares
|
$55.8 Million
1.99% of portfolio
|
Q3 2024
Reduced 10.09%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
92,771
shares
|
$55.2 Million
1.5% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
92,673
shares
|
$55.1 Million
1.17% of portfolio
|
Q3 2024
Added 18.76%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
92,537
shares
|
$55.1 Million
1.4% of portfolio
|
Q2 2020
Reduced 11.16%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
92,366
shares
|
$55 Million
0.68% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 23, 2024 Q3 2024 |
92,311
shares
|
$54.9 Million
12.79% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
91,394
shares
|
$54.4 Million
0.99% of portfolio
|
Q3 2024
Added 15.9%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
91,390
shares
|
$54.4 Million
1.35% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
91,368
shares
|
$54.4 Million
2.95% of portfolio
|
Q3 2024
Reduced 8.17%
|
|
|
Berkshire Bank
|
Oct 18, 2024 Q3 2024 |
91,135
shares
|
$54.2 Million
12.32% of portfolio
|
Q3 2024
Reduced 10.28%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Nov 14, 2024 Q3 2024 |
90,693
shares
|
$54 Million
5.04% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
90,682
shares
|
$54 Million
2.04% of portfolio
|
Q2 2024
Added 71.69%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
90,656
shares
|
$53.9 Million
4.29% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
89,826
shares
|
$53.4 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Granby Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
89,500
shares
|
$53.3 Million
26.74% of portfolio
|
Q2 2024
Reduced 14.35%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
89,337
shares
|
$53.2 Million
2.14% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
88,990
shares
|
$52.9 Million
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Sfg Wealth Management, Llc.
|
Oct 31, 2024 Q3 2024 |
88,836
shares
|
$52.9 Million
28.13% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Oct 21, 2024 Q3 2024 |
88,806
shares
|
$52.8 Million
30.98% of portfolio
|
Q3 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
88,596
shares
|
$52.7 Million
1.11% of portfolio
|
Q3 2024
Reduced 1.48%
|