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 $353 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
26,996
shares
|
$16.1 Million
1.07% of portfolio
|
Q3 2024
Added 6.07%
|
|
|
Optas, LLC
|
Oct 29, 2024 Q3 2024 |
26,906
shares
|
$16 Million
3.6% of portfolio
|
Q3 2020
Added 1.49%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
26,886
shares
|
$16 Million
2.35% of portfolio
|
Q2 2024
Added 20.23%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
26,862
shares
|
$16 Million
3.07% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
26,862
shares
|
$16 Million
1.04% of portfolio
|
Q3 2024
Added 54.55%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
26,843
shares
|
$16 Million
2.69% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
26,699
shares
|
$15.9 Million
1.3% of portfolio
|
Q3 2023
Reduced 0.52%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
26,687
shares
|
$15.9 Million
6.06% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
26,634
shares
|
$15.9 Million
18.2% of portfolio
|
Q3 2023
Reduced 0.97%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
26,630
shares
|
$15.9 Million
1.98% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
26,625
shares
|
$15.9 Million
5.37% of portfolio
|
Q4 2022
Reduced 3.13%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 14, 2024 Q3 2024 |
26,585
shares
|
$15.8 Million
1.8% of portfolio
|
Q3 2024
Added 18.61%
|
|
|
Carrhae Capital LLP
London, X0 |
Oct 18, 2024 Q3 2024 |
26,537
shares
|
$15.8 Million
1.74% of portfolio
|
Q2 2020
Closed
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
26,489
shares
|
$15.8 Million
1.61% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
Founders Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
26,474
shares
|
$15.8 Million
2.66% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Oct 30, 2024 Q3 2024 |
26,439
shares
|
$15.7 Million
0.87% of portfolio
|
Q3 2024
Added 59.18%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
26,414
shares
|
$15.7 Million
5.04% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
26,410
shares
|
$15.7 Million
3.49% of portfolio
|
Q3 2024
Added 104.33%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
26,410
shares
|
$15.7 Million
1.25% of portfolio
|
Q1 2024
Reduced 20.52%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
26,372
shares
|
$15.7 Million
1.37% of portfolio
|
Q3 2024
Added 21.52%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
26,337
shares
|
$15.7 Million
1.78% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
26,329
shares
|
$15.7 Million
9.02% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
26,298
shares
|
$15.7 Million
1.44% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Oldfather Financial Services, LLC
|
Oct 28, 2024 Q3 2024 |
26,271
shares
|
$15.6 Million
5.8% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
26,241
shares
|
$15.6 Million
5.49% of portfolio
|
Q3 2024
Added 15.46%
|