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 |
|---|---|---|---|---|---|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
45,240
shares
|
$26.5 Million
8.96% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
45,223
shares
|
$26.5 Million
1.94% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
45,155
shares
|
$26.5 Million
1.57% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 03, 2024 Q3 2024 |
45,129
shares
|
$26.4 Million
5.93% of portfolio
|
Q3 2024
Added 26.63%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
45,107
shares
|
$26.4 Million
4.04% of portfolio
|
Q4 2022
Added 1.01%
|
|
|
Eagle Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
44,971
shares
|
$26.4 Million
10.75% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
44,901
shares
|
$26.3 Million
4.76% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Sanchez Wealth Management Group
|
Nov 05, 2024 Q3 2024 |
44,804
shares
|
$26.3 Million
8.32% of portfolio
|
Q3 2024
Added 8.05%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
44,709
shares
|
$26.2 Million
2.09% of portfolio
|
Q3 2024
Reduced 37.3%
|
|
|
Aragon Global Management, LP
Miami, FL |
Nov 14, 2024 Q3 2024 |
44,580
shares
|
$26.1 Million
10.71% of portfolio
|
Q4 2023
New holding
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Nov 12, 2024 Q3 2024 |
44,331
shares
|
$26 Million
13.85% of portfolio
|
Q3 2024
Added 8.6%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
44,178
shares
|
$25.9 Million
6.51% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Nov 01, 2024 Q3 2024 |
44,152
shares
|
$25.9 Million
10.48% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
44,073
shares
|
$25.8 Million
13.74% of portfolio
|
Q2 2023
Reduced 0.18%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
43,722
shares
|
$25.6 Million
2.17% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
43,677
shares
|
$25.6 Million
17.21% of portfolio
|
Q3 2024
Added 4.98%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
43,623
shares
|
$25.6 Million
1.43% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
43,600
shares
|
$25.6 Million
4.07% of portfolio
|
N/A
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
43,558
shares
|
$25.5 Million
4.07% of portfolio
|
N/A
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Nov 13, 2024 Q3 2024 |
43,543
shares
|
$25.5 Million
0.07% of portfolio
|
Q3 2024
Reduced 83.79%
|
|
|
Xy Capital LTD
Central, K3 |
Nov 01, 2024 Q3 2024 |
43,500
shares
|
$25.5 Million
8.54% of portfolio
|
Q3 2024
Added 228.82%
|
|
|
Ars Investment Partners, LLC
|
Oct 16, 2024 Q3 2024 |
43,389
shares
|
$25.4 Million
2.55% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
First International Bank & Trust
Watford City, ND |
Oct 04, 2024 Q3 2024 |
43,369
shares
|
$25.4 Million
8.11% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 12, 2024 Q3 2024 |
43,344
shares
|
$25.4 Million
6.59% of portfolio
|
Q3 2024
Added 287.94%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
43,340
shares
|
$25.4 Million
0.56% of portfolio
|
Q3 2024
Added 35.91%
|