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 |
|---|---|---|---|---|---|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
23,990
shares
|
$14.3 Million
2.61% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
23,989
shares
|
$14.3 Million
6.17% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
23,844
shares
|
$14.2 Million
0.12% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
23,738
shares
|
$14.1 Million
0.63% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
23,723
shares
|
$14.1 Million
0.14% of portfolio
|
Q2 2022
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
23,702
shares
|
$14.1 Million
4.01% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
23,698
shares
|
$14.1 Million
0.53% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
K.J. Harrison & Partners Inc
|
Oct 24, 2024 Q3 2024 |
23,688
shares
|
$14.1 Million
2.23% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
23,678
shares
|
$14.1 Million
1.72% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
23,658
shares
|
$14.1 Million
2.17% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
23,643
shares
|
$14.1 Million
0.81% of portfolio
|
Q3 2024
Added 382.51%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 13, 2024 Q3 2024 |
23,639
shares
|
$14.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.59%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
23,629
shares
|
$14.1 Million
1.95% of portfolio
|
Q3 2024
Added 12.88%
|
|
|
G&S Capital LLC
|
Oct 16, 2024 Q3 2024 |
23,603
shares
|
$14.1 Million
5.91% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
23,590
shares
|
$14 Million
1.63% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 24, 2024 Q3 2024 |
23,573
shares
|
$14 Million
0.14% of portfolio
|
Q3 2024
Added 167.09%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
23,567
shares
|
$14 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
23,406
shares
|
$13.9 Million
4.94% of portfolio
|
Q3 2024
Added 8.64%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 25, 2024 Q3 2024 |
23,384
shares
|
$13.9 Million
3.67% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
23,297
shares
|
$13.9 Million
5.61% of portfolio
|
Q2 2022
Reduced 21.04%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
23,295
shares
|
$13.9 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
23,211
shares
|
$13.8 Million
0.98% of portfolio
|
Q3 2024
Reduced 7.46%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
23,193
shares
|
$13.8 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
23,184
shares
|
$13.8 Million
5.85% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
23,138
shares
|
$13.8 Million
0.83% of portfolio
|
Q3 2024
New holding
|