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 |
|---|---|---|---|---|---|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
35,163
shares
|
$20.6 Million
7.47% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
35,093
shares
|
$20.5 Million
0.66% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Brave Asset Management Inc
|
Oct 10, 2024 Q3 2024 |
35,075
shares
|
$20.5 Million
4.9% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Nov 13, 2024 Q3 2024 |
35,070
shares
|
$20.5 Million
7.5% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
34,989
shares
|
$20.5 Million
1.31% of portfolio
|
Q3 2024
Added 9.86%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
34,897
shares
|
$20.4 Million
7.54% of portfolio
|
Q3 2024
Reduced 11.88%
|
|
|
Central Bank & Trust CO
|
Oct 30, 2024 Q3 2024 |
34,861
shares
|
$20.4 Million
2.83% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
34,824
shares
|
$20.4 Million
7.56% of portfolio
|
Q3 2024
Added 9.82%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 23, 2024 Q3 2024 |
34,525
shares
|
$20.2 Million
8.09% of portfolio
|
Q3 2024
Reduced 6.12%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
34,510
shares
|
$20.2 Million
1.19% of portfolio
|
Q1 2024
Added 6802.0%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
34,507
shares
|
$20.2 Million
8.25% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
34,444
shares
|
$20.1 Million
4.3% of portfolio
|
Q3 2024
Reduced 15.44%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
34,393
shares
|
$20.1 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
34,369
shares
|
$20.1 Million
1.16% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
34,362
shares
|
$20.1 Million
2.4% of portfolio
|
Q3 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
34,318
shares
|
$20.1 Million
2.82% of portfolio
|
Q3 2024
Added 1399.91%
|
|
|
Magnolia Capital Management LTD
|
Oct 21, 2024 Q3 2024 |
34,309
shares
|
$20.1 Million
15.65% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Axa S.A.
Paris, I0 |
Nov 14, 2024 Q3 2024 |
34,266
shares
|
$20 Million
0.06% of portfolio
|
Q3 2023
Reduced 18.58%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
34,233
shares
|
$20 Million
2.34% of portfolio
|
Q3 2024
Reduced 9.72%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Oct 31, 2024 Q3 2024 |
34,140
shares
|
$20 Million
7.38% of portfolio
|
Q3 2024
Reduced 19.77%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
33,988
shares
|
$19.9 Million
3.64% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Paragon Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
33,979
shares
|
$19.9 Million
7.11% of portfolio
|
Q3 2024
Added 8068.03%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
33,942
shares
|
$19.8 Million
0.5% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
33,695
shares
|
$19.7 Million
1.61% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
33,649
shares
|
$19.7 Million
1.02% of portfolio
|
Q3 2024
Added 8.68%
|