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 |
|---|---|---|---|---|---|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
57,393
shares
|
$34.1 Million
2.23% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
57,117
shares
|
$34 Million
5.31% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Banque Pictet & Cie Sa
|
Oct 21, 2024 Q3 2024 |
57,094
shares
|
$34 Million
0.25% of portfolio
|
Q3 2024
Added 94.36%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
57,017
shares
|
$33.9 Million
2.56% of portfolio
|
Q4 2022
Reduced 0.24%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
57,012
shares
|
$33.9 Million
3.17% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Roth Financial Partners LLC
|
Oct 11, 2024 Q3 2024 |
56,999
shares
|
$33.9 Million
13.33% of portfolio
|
Q2 2024
Reduced 1.19%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
56,927
shares
|
$33.9 Million
3.28% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Nov 18, 2024 Q3 2024 |
56,594
shares
|
$33.7 Million
0.28% of portfolio
|
Q4 2023
Reduced 0.21%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
56,521
shares
|
$33.6 Million
0.2% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
56,450
shares
|
$33.6 Million
4.3% of portfolio
|
Q3 2024
Added 6.24%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
56,325
shares
|
$33.5 Million
0.94% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
56,194
shares
|
$33.4 Million
15.82% of portfolio
|
Q4 2023
Added 895.99%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
56,100
shares
|
$33.4 Million
3.45% of portfolio
|
Q3 2024
Reduced 6.7%
|
|
|
Hms Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
55,818
shares
|
$33.2 Million
15.88% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
55,817
shares
|
$33.2 Million
1.26% of portfolio
|
Q3 2024
Added 8.52%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
55,675
shares
|
$33.1 Million
3.83% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 18, 2024 Q3 2024 |
55,584
shares
|
$33.1 Million
18.05% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
55,550
shares
|
$33.1 Million
2.2% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
55,548
shares
|
$33.1 Million
3.19% of portfolio
|
Q3 2024
Added 8.03%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
55,458
shares
|
$33 Million
2.98% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
55,390
shares
|
$33 Million
0.28% of portfolio
|
Q3 2024
Reduced 6.92%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
55,121
shares
|
$32.8 Million
18.0% of portfolio
|
Q1 2024
Reduced 1.68%
|
|
|
Bremer Bank National Association
|
Oct 17, 2024 Q3 2024 |
55,093
shares
|
$32.8 Million
6.01% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
55,003
shares
|
$32.7 Million
3.0% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
54,964
shares
|
$32.7 Million
12.2% of portfolio
|
Q3 2024
Added 0.76%
|