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 |
|---|---|---|---|---|---|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
40,157
shares
|
$23.5 Million
2.51% of portfolio
|
Q3 2024
Added 5.26%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Oct 28, 2024 Q3 2024 |
40,051
shares
|
$23.5 Million
9.14% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
39,936
shares
|
$23.4 Million
2.89% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
39,868
shares
|
$23.4 Million
1.59% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
39,731
shares
|
$23.3 Million
1.74% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
39,703
shares
|
$23.3 Million
4.49% of portfolio
|
Q3 2024
Added 3649.1%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
39,686
shares
|
$23.3 Million
0.97% of portfolio
|
Q3 2024
Reduced 22.41%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
39,671
shares
|
$23.3 Million
5.55% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
39,529
shares
|
$23.2 Million
1.12% of portfolio
|
Q2 2022
Added 18.3%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
39,483
shares
|
$23.1 Million
2.71% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
39,436
shares
|
$23.1 Million
1.0% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Warren Buffett
Berkshire Hathaway Inc | Omaha, Ne
|
Nov 14, 2024 Q3 2024 |
39,400
shares
|
$23.1 Million
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Oct 30, 2024 Q3 2024 |
39,311
shares
|
$23 Million
11.43% of portfolio
|
Q3 2024
New holding
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
39,305
shares
|
$23 Million
3.43% of portfolio
|
Q1 2024
New holding
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
39,289
shares
|
$23 Million
0.04% of portfolio
|
Q3 2024
Reduced 95.67%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Nov 07, 2024 Q3 2024 |
39,216
shares
|
$23 Million
13.9% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
39,198
shares
|
$23 Million
0.07% of portfolio
|
Q4 2022
Added 26.24%
|
|
|
Brickley Wealth Management
|
Nov 04, 2024 Q3 2024 |
39,181
shares
|
$23 Million
4.59% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
38,927
shares
|
$22.8 Million
6.25% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Nov 15, 2024 Q3 2024 |
38,872
shares
|
$22.8 Million
10.87% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
38,795
shares
|
$22.7 Million
2.18% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
38,684
shares
|
$22.7 Million
1.08% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Copperwynd Financial, LLC
|
Nov 04, 2024 Q3 2024 |
38,655
shares
|
$22.7 Million
6.72% of portfolio
|
Q3 2024
Added 12.44%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
38,559
shares
|
$22.6 Million
0.58% of portfolio
|
Q3 2024
Added 14.4%
|
|
|
Corsair Capital Management, L.P.
New York, NY |
Nov 13, 2024 Q3 2024 |
38,503
shares
|
$22.6 Million
5.47% of portfolio
|
Q3 2024
Added 6977.76%
|