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 $347 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
38,466
shares
|
$22.5 Million
0.81% of portfolio
|
Q3 2024
Added 290.84%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
38,321
shares
|
$22.4 Million
9.51% of portfolio
|
Q3 2023
Added 0.14%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
38,248
shares
|
$22.4 Million
5.25% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
38,157
shares
|
$22.3 Million
1.03% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
38,120
shares
|
$22.3 Million
5.26% of portfolio
|
Q3 2024
Added 21.26%
|
|
|
Trust CO Of Oklahoma
|
Oct 15, 2024 Q3 2024 |
38,109
shares
|
$22.3 Million
7.16% of portfolio
|
Q3 2024
Added 43.29%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
38,096
shares
|
$22.3 Million
1.74% of portfolio
|
Q3 2024
Added 59.02%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
38,032
shares
|
$22.2 Million
2.11% of portfolio
|
Q3 2024
Added 25.46%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
38,019
shares
|
$22.2 Million
1.08% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Oct 29, 2024 Q3 2024 |
38,003
shares
|
$22.2 Million
9.2% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
37,645
shares
|
$22 Million
1.11% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
37,468
shares
|
$21.9 Million
2.34% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 13, 2024 Q3 2024 |
37,457
shares
|
$21.9 Million
5.52% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
37,310
shares
|
$21.8 Million
1.33% of portfolio
|
Q3 2023
Reduced 27.62%
|
|
|
Black Maple Capital Management LP
Milwaukee, WI |
Nov 14, 2024 Q3 2024 |
37,295
shares
|
$21.8 Million
14.18% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
37,261
shares
|
$21.8 Million
1.57% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
37,076
shares
|
$21.7 Million
1.52% of portfolio
|
Q3 2024
Reduced 37.81%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
36,988
shares
|
$21.6 Million
1.49% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
36,969
shares
|
$21.6 Million
0.5% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
36,949
shares
|
$21.6 Million
0.2% of portfolio
|
Q3 2024
Added 15.61%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2024 Q3 2024 |
36,847
shares
|
$21.5 Million
1.5% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Perbak Capital Partners LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
36,837
shares
|
$21.5 Million
14.83% of portfolio
|
Q3 2024
Reduced 64.0%
|
|
|
Tikvah Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
36,724
shares
|
$21.5 Million
6.69% of portfolio
|
Q3 2024
Added 19.01%
|
|
|
Thrive Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
36,551
shares
|
$21.4 Million
3.88% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
36,530
shares
|
$21.4 Million
1.06% of portfolio
|
Q3 2024
Reduced 3.6%
|