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 |
|---|---|---|---|---|---|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
27,989
shares
|
$16.6 Million
1.9% of portfolio
|
Q3 2024
Added 20.11%
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2024 Q3 2024 |
27,969
shares
|
$16.6 Million
0.12% of portfolio
|
Q3 2024
Reduced 45.94%
|
|
|
Measured Wealth Private Client Group, LLC
|
Oct 25, 2024 Q3 2024 |
27,890
shares
|
$16.5 Million
5.4% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
27,827
shares
|
$16.5 Million
16.19% of portfolio
|
Q2 2022
Reduced 0.03%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
27,797
shares
|
$16.5 Million
1.37% of portfolio
|
Q3 2024
Reduced 8.75%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
27,776
shares
|
$16.4 Million
1.84% of portfolio
|
Q3 2024
Added 9.51%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
27,768
shares
|
$16.4 Million
9.15% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
Tkg Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
27,743
shares
|
$16.4 Million
8.1% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 29, 2024 Q3 2024 |
27,737
shares
|
$16.4 Million
3.66% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Neumann Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
27,693
shares
|
$16.4 Million
5.31% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
27,640
shares
|
$16.4 Million
6.37% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
27,582
shares
|
$16.3 Million
13.36% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
27,452
shares
|
$16.3 Million
0.23% of portfolio
|
Q3 2024
Added 13356.86%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
27,409
shares
|
$16.2 Million
1.74% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 05, 2024 Q3 2024 |
27,391
shares
|
$16.2 Million
6.56% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Simpli Fi, Inc.
|
Oct 22, 2024 Q3 2024 |
27,355
shares
|
$16.2 Million
7.12% of portfolio
|
Q3 2024
Reduced 9.68%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
27,292
shares
|
$16.2 Million
1.08% of portfolio
|
Q3 2024
Reduced 21.69%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
27,250
shares
|
$16.1 Million
5.09% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
27,223
shares
|
$16.1 Million
1.0% of portfolio
|
Q4 2023
Added 41.98%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
27,183
shares
|
$16.1 Million
0.34% of portfolio
|
Q3 2024
Added 7.6%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
27,175
shares
|
$16.1 Million
2.02% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
27,156
shares
|
$16.1 Million
1.32% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
27,126
shares
|
$16.1 Million
14.65% of portfolio
|
Q3 2024
Reduced 19.27%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
27,104
shares
|
$16 Million
1.0% of portfolio
|
Q3 2024
Reduced 16.02%
|
|
|
Flagship Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
27,074
shares
|
$16 Million
8.03% of portfolio
|
Q3 2024
Reduced 3.69%
|