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 |
|---|---|---|---|---|---|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
29,212
shares
|
$17.3 Million
1.75% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
29,194
shares
|
$17.3 Million
2.35% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
29,080
shares
|
$17.2 Million
1.12% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
29,074
shares
|
$17.2 Million
0.31% of portfolio
|
Q3 2024
Reduced 94.93%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
29,006
shares
|
$17.2 Million
3.48% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
28,997
shares
|
$17.2 Million
0.39% of portfolio
|
Q3 2024
Reduced 6.59%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
28,882
shares
|
$17.1 Million
0.38% of portfolio
|
Q3 2024
Added 40.42%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
28,772
shares
|
$17 Million
6.58% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Warwick Investment Management, Inc.
|
Nov 04, 2024 Q3 2024 |
28,742
shares
|
$17 Million
3.92% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
Dec 12, 2024 Q3 2024 |
28,717
shares
|
$17 Million
2.18% of portfolio
|
Q3 2024
Added 10.96%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
28,629
shares
|
$16.9 Million
1.98% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
28,574
shares
|
$16.9 Million
2.86% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Nov 07, 2024 Q3 2024 |
28,565
shares
|
$16.9 Million
1.39% of portfolio
|
Q3 2024
Added 9.69%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
28,524
shares
|
$16.9 Million
0.5% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
28,494
shares
|
$16.9 Million
3.26% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
28,482
shares
|
$16.9 Million
1.45% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
28,473
shares
|
$16.9 Million
1.71% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
28,400
shares
|
$16.8 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
28,381
shares
|
$16.8 Million
1.0% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
28,292
shares
|
$16.7 Million
3.33% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
28,202
shares
|
$16.7 Million
2.77% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Atalanta Sosnoff Capital, LLC
|
Nov 14, 2024 Q3 2024 |
28,117
shares
|
$16.6 Million
0.35% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
28,047
shares
|
$16.6 Million
0.26% of portfolio
|
Q3 2024
Reduced 35.95%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
28,044
shares
|
$16.6 Million
0.56% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
28,001
shares
|
$16.6 Million
11.09% of portfolio
|
Q4 2022
Reduced 6.6%
|