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 4,557 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 $349 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
23,138
shares
|
$13.6 Million
0.83% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
23,138
shares
|
$13.6 Million
0.81% of portfolio
|
Q3 2024
Reduced 97.65%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
23,125
shares
|
$13.6 Million
0.2% of portfolio
|
Q4 2024
Reduced 9.87%
|
|
|
Ayalon Insurance Comp Ltd.
|
Oct 28, 2024 Q3 2024 |
22,945
shares
|
$13.5 Million
4.11% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
22,866
shares
|
$13.5 Million
0.72% of portfolio
|
Q3 2024
Reduced 22.98%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
22,848
shares
|
$13.4 Million
4.79% of portfolio
|
Q3 2024
Reduced 7.13%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
22,766
shares
|
$13.4 Million
0.63% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
22,653
shares
|
$13.3 Million
1.99% of portfolio
|
Q1 2024
Added 9.76%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
22,645
shares
|
$13.3 Million
2.11% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Stordahl Capital Management, Inc.
|
Oct 08, 2024 Q3 2024 |
22,640
shares
|
$13.3 Million
3.07% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 12, 2024 Q3 2024 |
22,612
shares
|
$13.3 Million
5.29% of portfolio
|
Q3 2024
Reduced 5.82%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
22,600
shares
|
$13.3 Million
0.44% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
22,588
shares
|
$13.3 Million
3.48% of portfolio
|
Q3 2024
Added 18.24%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
22,584
shares
|
$13.3 Million
2.66% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
22,578
shares
|
$13.3 Million
2.71% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
22,485
shares
|
$13.2 Million
1.06% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
22,459
shares
|
$13.2 Million
0.83% of portfolio
|
Q3 2024
Added 6.27%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
22,445
shares
|
$13.2 Million
1.58% of portfolio
|
Q3 2022
Reduced 10.55%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
22,444
shares
|
$13.2 Million
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Lvm Capital Management LTD
|
Oct 03, 2024 Q3 2024 |
22,427
shares
|
$13.2 Million
1.48% of portfolio
|
Q2 2024
Added 0.7%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
22,368
shares
|
$13.2 Million
2.26% of portfolio
|
Q1 2023
Added 204.0%
|
|
|
Schnieders Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
22,359
shares
|
$13.2 Million
2.47% of portfolio
|
Q3 2024
Reduced 6.54%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
22,332
shares
|
$13.1 Million
2.38% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
22,289
shares
|
$13.1 Million
1.64% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
22,274
shares
|
$13.1 Million
1.32% of portfolio
|
Q3 2024
Added 4.75%
|