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 $353 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
65,566
shares
|
$39 Million
10.33% of portfolio
|
Q2 2022
Added 20.39%
|
|
|
One River Asset Management, LLC
Stamford, CT |
Nov 08, 2024 Q3 2024 |
65,088
shares
|
$38.7 Million
4.84% of portfolio
|
Q3 2024
Reduced 63.71%
|
|
|
Bridgewater Advisors Inc.
|
Oct 31, 2024 Q3 2024 |
65,079
shares
|
$38.7 Million
3.89% of portfolio
|
Q3 2024
Added 146.74%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
65,063
shares
|
$38.7 Million
5.65% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Shilanski & Associates, Inc.
|
Jul 18, 2024 Q2 2024 |
65,014
shares
|
$38.7 Million
11.95% of portfolio
|
Q2 2024
Added 2.55%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
65,013
shares
|
$38.7 Million
0.76% of portfolio
|
Q3 2024
Added 5.31%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
64,518
shares
|
$38.4 Million
1.1% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
64,473
shares
|
$38.4 Million
2.59% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
64,228
shares
|
$38.2 Million
4.13% of portfolio
|
Q2 2024
Added 2.39%
|
|
|
Birinyi Associates Inc
|
Nov 14, 2024 Q3 2024 |
64,217
shares
|
$38.2 Million
10.69% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
64,125
shares
|
$38.2 Million
2.56% of portfolio
|
Q3 2024
Reduced 16.64%
|
|
|
Youngs Advisory Group, Inc.
|
Nov 07, 2024 Q3 2024 |
63,923
shares
|
$38 Million
15.23% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
63,887
shares
|
$38 Million
3.7% of portfolio
|
Q3 2024
Added 8.08%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
63,712
shares
|
$37.9 Million
7.15% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
63,388
shares
|
$37.7 Million
10.02% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
63,020
shares
|
$37.5 Million
2.17% of portfolio
|
Q3 2024
Added 125.99%
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
62,991
shares
|
$37.5 Million
2.97% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
62,790
shares
|
$37.4 Million
1.65% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Nov 04, 2024 Q3 2024 |
62,785
shares
|
$37.4 Million
9.35% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
62,687
shares
|
$37.3 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
62,471
shares
|
$37.2 Million
1.68% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
62,257
shares
|
$37 Million
13.51% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Oct 22, 2024 Q3 2024 |
62,163
shares
|
$37 Million
11.37% of portfolio
|
Q3 2024
Reduced 5.06%
|
|
|
Solitude Financial Services
|
Oct 30, 2024 Q3 2024 |
61,755
shares
|
$36.7 Million
15.13% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
61,675
shares
|
$36.7 Million
1.91% of portfolio
|
Q3 2024
Added 5.81%
|