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 |
|---|---|---|---|---|---|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
51,487
shares
|
$30.6 Million
14.32% of portfolio
|
Q1 2024
Reduced 0.99%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
51,327
shares
|
$30.5 Million
0.04% of portfolio
|
Q3 2024
Added 51.09%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
51,244
shares
|
$30.5 Million
1.1% of portfolio
|
Q3 2024
Added 56.89%
|
|
|
Curated Wealth Partners LLC
|
Oct 04, 2024 Q3 2024 |
51,230
shares
|
$30.5 Million
3.82% of portfolio
|
Q3 2024
Added 8.97%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
51,152
shares
|
$30.4 Million
2.83% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 31, 2024 Q3 2024 |
50,960
shares
|
$30.3 Million
16.14% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
50,868
shares
|
$30.3 Million
3.14% of portfolio
|
Q3 2024
Added 12.16%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
50,849
shares
|
$30.3 Million
1.69% of portfolio
|
Q3 2024
Added 22.34%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
50,772
shares
|
$30.2 Million
19.95% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
50,728
shares
|
$30.2 Million
3.49% of portfolio
|
Q3 2024
Added 82.72%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
50,548
shares
|
$30.1 Million
4.89% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 30, 2024 Q3 2024 |
50,227
shares
|
$29.9 Million
5.26% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
50,044
shares
|
$29.8 Million
0.36% of portfolio
|
Q3 2024
Added 5.28%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
49,941
shares
|
$29.7 Million
0.56% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
49,676
shares
|
$29.6 Million
0.0% of portfolio
|
Q3 2024
Added 1122.34%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Nov 08, 2024 Q3 2024 |
49,671
shares
|
$29.6 Million
0.9% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
49,604
shares
|
$29.5 Million
0.41% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
49,142
shares
|
$29.2 Million
6.28% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Axis Capital Holdings LTD
|
Oct 30, 2024 Q3 2024 |
49,106
shares
|
$29.2 Million
12.38% of portfolio
|
Q3 2023
Reduced 40.95%
|
|
|
Archon Partners LLC
Princeton Junction, NJ |
Nov 14, 2024 Q3 2024 |
49,100
shares
|
$29.2 Million
3.32% of portfolio
|
Q4 2023
Added 22.44%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
48,829
shares
|
$29.1 Million
0.96% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
48,813
shares
|
$29 Million
16.96% of portfolio
|
Q3 2023
Reduced 41.69%
|
|
|
Strategic Equity Management
|
Nov 05, 2024 Q3 2024 |
48,745
shares
|
$29 Million
15.21% of portfolio
|
Q3 2024
Added 19.1%
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 14, 2024 Q3 2024 |
48,650
shares
|
$28.9 Million
9.23% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Symmetry Investments LP
|
Nov 14, 2024 Q3 2024 |
48,587
shares
|
$28.9 Million
3.92% of portfolio
|
Q3 2024
Added 54.18%
|