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 |
|---|---|---|---|---|---|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
43,339
shares
|
$25.4 Million
3.52% of portfolio
|
Q3 2024
Added 363.92%
|
|
|
Lcm Capital Management Inc
|
Oct 28, 2024 Q3 2024 |
43,269
shares
|
$25.4 Million
14.46% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Nov 13, 2024 Q3 2024 |
43,146
shares
|
$25.3 Million
2.87% of portfolio
|
Q3 2024
New holding
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2024 Q3 2024 |
43,074
shares
|
$25.2 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
42,959
shares
|
$25.2 Million
5.82% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
First Business Financial Services, Inc.
|
Nov 06, 2024 Q3 2024 |
42,854
shares
|
$25.1 Million
2.51% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
42,808
shares
|
$25.1 Million
0.25% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
42,427
shares
|
$24.9 Million
0.3% of portfolio
|
Q3 2024
Added 9.69%
|
|
|
Jarislowsky, Fraser LTD
|
Nov 13, 2024 Q3 2024 |
42,348
shares
|
$24.8 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
42,231
shares
|
$24.8 Million
0.74% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 13, 2024 Q3 2024 |
42,170
shares
|
$24.7 Million
0.89% of portfolio
|
Q4 2023
Added 67.54%
|
|
|
Ing Groep Nv
|
Nov 06, 2024 Q3 2024 |
42,084
shares
|
$24.7 Million
0.15% of portfolio
|
Q2 2024
Reduced 82.62%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
41,190
shares
|
$24.1 Million
5.62% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
41,120
shares
|
$24.1 Million
0.31% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
41,107
shares
|
$24.1 Million
0.96% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
41,073
shares
|
$24.1 Million
1.63% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
41,000
shares
|
$24 Million
1.52% of portfolio
|
Q1 2022
Reduced 4.65%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
40,923
shares
|
$24 Million
1.68% of portfolio
|
Q3 2024
Reduced 9.07%
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
40,887
shares
|
$24 Million
2.31% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Nov 18, 2024 Q3 2024 |
40,740
shares
|
$23.9 Million
12.75% of portfolio
|
Q3 2024
Added 8.46%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
40,707
shares
|
$23.9 Million
1.54% of portfolio
|
Q4 2022
Reduced 31.3%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
40,688
shares
|
$23.8 Million
1.3% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
40,633
shares
|
$23.8 Million
3.67% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Scharf Investments, LLC
|
Oct 15, 2024 Q3 2024 |
40,371
shares
|
$23.7 Million
0.71% of portfolio
|
Q3 2024
Added 17.77%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
40,326
shares
|
$23.6 Million
3.9% of portfolio
|
Q3 2024
Added 5.28%
|