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 $351 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2024 Q3 2024 |
32,035
shares
|
$19 Million
5.02% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
32,004
shares
|
$18.9 Million
3.51% of portfolio
|
Q2 2022
Reduced 5.0%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
32,003
shares
|
$18.9 Million
6.16% of portfolio
|
Q3 2024
Reduced 43.05%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
31,987
shares
|
$18.9 Million
1.25% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 17, 2024 Q2 2024 |
31,947
shares
|
$18.9 Million
14.1% of portfolio
|
Q2 2024
Added 1267.01%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Oct 30, 2024 Q3 2024 |
31,841
shares
|
$18.8 Million
1.72% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Winthrop Advisory Group LLC
|
Oct 31, 2024 Q3 2024 |
31,812
shares
|
$18.8 Million
2.21% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
31,800
shares
|
$18.8 Million
17.1% of portfolio
|
Q3 2024
New holding
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
31,674
shares
|
$18.7 Million
1.13% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
31,539
shares
|
$18.7 Million
2.3% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Lebenthal Global Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
31,456
shares
|
$18.6 Million
3.69% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 12, 2024 Q3 2024 |
31,438
shares
|
$18.6 Million
0.31% of portfolio
|
Q3 2024
Added 44.66%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Oct 15, 2024 Q3 2024 |
31,420
shares
|
$18.6 Million
13.23% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
31,416
shares
|
$18.6 Million
1.64% of portfolio
|
Q4 2023
Added 548.96%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
31,384
shares
|
$18.6 Million
2.56% of portfolio
|
Q1 2023
Added 233.31%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
31,352
shares
|
$18.6 Million
3.74% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Delta Financial Advisors LLC
|
Nov 04, 2024 Q3 2024 |
31,311
shares
|
$18.5 Million
6.53% of portfolio
|
Q3 2024
Reduced 12.26%
|
|
|
Palo Ds Manager LLC
Miami Beach, FL |
Nov 12, 2024 Q3 2024 |
31,242
shares
|
$18.5 Million
8.67% of portfolio
|
Q3 2024
Reduced 63.22%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
31,167
shares
|
$18.4 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Nov 13, 2024 Q3 2024 |
31,089
shares
|
$18.4 Million
4.57% of portfolio
|
Q3 2024
Added 11.12%
|
|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
Nov 14, 2024 Q3 2024 |
30,740
shares
|
$18.2 Million
14.43% of portfolio
|
Q3 2024
Added 12.75%
|
|
|
Jcp Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
30,669
shares
|
$18.2 Million
16.4% of portfolio
|
Q2 2024
Added 1737.57%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Nov 14, 2024 Q3 2024 |
30,626
shares
|
$18.1 Million
12.71% of portfolio
|
Q3 2024
Added 7.08%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
30,439
shares
|
$18 Million
0.54% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
30,387
shares
|
$18 Million
13.67% of portfolio
|
Q3 2024
Reduced 0.51%
|