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 |
|---|---|---|---|---|---|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
54,895
shares
|
$32.7 Million
9.07% of portfolio
|
Q2 2022
Added 20.74%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
54,663
shares
|
$32.5 Million
1.39% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
54,501
shares
|
$32.4 Million
3.23% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
54,321
shares
|
$32.3 Million
10.27% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Bw Gestao De Investimentos Ltda.
|
Nov 14, 2024 Q3 2024 |
54,300
shares
|
$32.3 Million
2.27% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
54,189
shares
|
$32.2 Million
4.82% of portfolio
|
Q3 2024
Reduced 32.86%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
54,077
shares
|
$32.2 Million
0.5% of portfolio
|
Q3 2024
Added 6.26%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 16, 2024 Q3 2024 |
54,054
shares
|
$32.2 Million
8.75% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
54,029
shares
|
$32.1 Million
1.5% of portfolio
|
Q3 2024
Reduced 54.05%
|
|
|
Verger Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
53,999
shares
|
$32.1 Million
15.33% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Trust CO Of Virginia
|
Oct 24, 2024 Q3 2024 |
53,947
shares
|
$32.1 Million
2.8% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 07, 2024 Q3 2024 |
53,767
shares
|
$32 Million
1.83% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Mtc Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
53,091
shares
|
$31.6 Million
13.84% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
52,940
shares
|
$31.5 Million
1.6% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Helios Capital Management Pte. LTD
|
Nov 13, 2024 Q3 2024 |
52,600
shares
|
$31.3 Million
18.78% of portfolio
|
Q2 2024
Added 9.58%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
52,502
shares
|
$31.2 Million
4.69% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
Nov 14, 2024 Q3 2024 |
52,332
shares
|
$31.1 Million
13.74% of portfolio
|
Q3 2024
Added 195.13%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Oct 31, 2024 Q3 2024 |
52,229
shares
|
$31.1 Million
8.79% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2024 Q3 2024 |
52,200
shares
|
$31.1 Million
28.1% of portfolio
|
Q3 2024
Added 5.41%
|
|
|
Capital Wealth Planning, LLC
|
Nov 12, 2024 Q3 2024 |
52,178
shares
|
$31 Million
0.28% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
52,149
shares
|
$31 Million
2.27% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
52,077
shares
|
$31 Million
4.53% of portfolio
|
Q3 2024
Added 13.82%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
52,004
shares
|
$30.9 Million
1.1% of portfolio
|
Q3 2024
Added 76.66%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
51,713
shares
|
$30.8 Million
2.87% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Wind River Trust CO
|
Oct 23, 2024 Q3 2024 |
51,518
shares
|
$30.7 Million
11.38% of portfolio
|
Q2 2024
Reduced 14.82%
|