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 |
|---|---|---|---|---|---|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
30,368
shares
|
$18 Million
8.52% of portfolio
|
Q1 2023
Added 354.82%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
30,367
shares
|
$18 Million
0.63% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
30,320
shares
|
$17.9 Million
1.21% of portfolio
|
Q3 2024
Reduced 15.87%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 03, 2025 Q3 2024 |
30,309
shares
|
$17.9 Million
1.76% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
30,258
shares
|
$17.9 Million
1.08% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Wealthgate Family Office, LLC
|
Nov 08, 2024 Q3 2024 |
30,232
shares
|
$17.9 Million
48.32% of portfolio
|
Q3 2024
Reduced 7.42%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
30,231
shares
|
$17.9 Million
6.3% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Nbw Capital LLC
|
Nov 04, 2024 Q3 2024 |
30,057
shares
|
$17.8 Million
3.38% of portfolio
|
Q3 2024
Added 8.06%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
30,000
shares
|
$17.8 Million
0.8% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
29,921
shares
|
$17.7 Million
0.29% of portfolio
|
Q2 2024
Added 23.07%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
29,904
shares
|
$17.7 Million
1.62% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
29,900
shares
|
$17.7 Million
0.0% of portfolio
|
Q4 2017
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
29,784
shares
|
$17.6 Million
2.03% of portfolio
|
Q3 2024
New holding
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
29,736
shares
|
$17.6 Million
0.27% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
29,733
shares
|
$17.6 Million
4.98% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
29,612
shares
|
$17.5 Million
12.45% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
29,572
shares
|
$17.5 Million
1.22% of portfolio
|
Q3 2024
Reduced 15.55%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
29,500
shares
|
$17.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
29,466
shares
|
$17.4 Million
8.62% of portfolio
|
Q3 2024
Added 9.23%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
29,449
shares
|
$17.4 Million
4.9% of portfolio
|
Q3 2022
Added 2.27%
|
|
|
Patton Fund Management, Inc.
|
Oct 16, 2024 Q3 2024 |
29,431
shares
|
$17.4 Million
3.51% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
29,385
shares
|
$17.4 Million
1.33% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Nov 14, 2024 Q3 2024 |
29,312
shares
|
$17.4 Million
0.71% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
29,299
shares
|
$17.3 Million
1.42% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
29,271
shares
|
$17.3 Million
2.02% of portfolio
|
Q3 2024
Reduced 0.74%
|