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 4,554 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 $349 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fluent Financial, LLC
|
Oct 04, 2024 Q3 2024 |
48,303
shares
|
$28.3 Million
13.49% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
48,300
shares
|
$28.3 Million
1.76% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
47,811
shares
|
$28 Million
2.51% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Taurus Asset Management, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
47,703
shares
|
$28 Million
2.8% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Independent Family Office, LLC
|
Nov 14, 2024 Q3 2024 |
47,474
shares
|
$27.8 Million
13.81% of portfolio
|
Q3 2024
Added 12.63%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
47,413
shares
|
$27.8 Million
1.01% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
47,383
shares
|
$27.8 Million
4.11% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
47,325
shares
|
$27.7 Million
2.74% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
47,263
shares
|
$27.7 Million
0.47% of portfolio
|
Q3 2022
Added 35.31%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
47,262
shares
|
$27.7 Million
2.21% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
47,085
shares
|
$27.6 Million
1.87% of portfolio
|
Q4 2023
Reduced 0.72%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 08, 2024 Q3 2024 |
46,943
shares
|
$27.5 Million
2.86% of portfolio
|
Q3 2024
Reduced 7.59%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
46,909
shares
|
$27.5 Million
0.77% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
46,813
shares
|
$27.4 Million
15.86% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
46,723
shares
|
$27.4 Million
6.72% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
46,605
shares
|
$27.3 Million
0.65% of portfolio
|
Q3 2024
Added 38.37%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
46,357
shares
|
$27.2 Million
5.81% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Amarillo National Bank
|
Oct 24, 2024 Q3 2024 |
46,355
shares
|
$27.2 Million
5.05% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
46,336
shares
|
$27.2 Million
0.83% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Royal Fund Management, LLC
|
Oct 08, 2024 Q3 2024 |
46,160
shares
|
$27.1 Million
1.6% of portfolio
|
Q3 2024
Added 131.74%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
46,071
shares
|
$27 Million
2.7% of portfolio
|
Q3 2024
Reduced 8.95%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
45,902
shares
|
$26.9 Million
1.85% of portfolio
|
Q3 2024
Added 3.67%
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
45,655
shares
|
$26.8 Million
7.67% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
45,651
shares
|
$26.8 Million
0.46% of portfolio
|
Q3 2024
Reduced 7.77%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
45,600
shares
|
$26.7 Million
9.64% of portfolio
|
Q3 2024
Reduced 7.58%
|