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 |
|---|---|---|---|---|---|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
22,264
shares
|
$13.1 Million
2.03% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
22,249
shares
|
$13.1 Million
0.94% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
22,212
shares
|
$13.1 Million
2.19% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
22,208
shares
|
$13.1 Million
3.62% of portfolio
|
Q1 2024
Reduced 26.32%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 25, 2024 Q3 2024 |
22,207
shares
|
$13.1 Million
11.3% of portfolio
|
Q3 2024
Reduced 15.32%
|
|
|
Monetta Financial Services Inc
Wheaton, IL |
Nov 07, 2024 Q3 2024 |
22,200
shares
|
$13.1 Million
10.86% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
22,189
shares
|
$13.1 Million
0.11% of portfolio
|
Q2 2024
Added 14.74%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
22,173
shares
|
$13.1 Million
0.35% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
22,159
shares
|
$13 Million
4.52% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
22,147
shares
|
$13 Million
1.6% of portfolio
|
Q2 2024
Added 23.65%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
22,145
shares
|
$13 Million
2.85% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2024 Q3 2024 |
22,080
shares
|
$13 Million
0.03% of portfolio
|
Q3 2024
Added 33.83%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
22,070
shares
|
$13 Million
0.44% of portfolio
|
Q1 2024
Reduced 17.03%
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
Oct 22, 2024 Q3 2024 |
21,994
shares
|
$12.9 Million
7.08% of portfolio
|
Q3 2024
Reduced 59.78%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
21,989
shares
|
$12.9 Million
0.8% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
21,964
shares
|
$12.9 Million
5.95% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
21,954
shares
|
$12.9 Million
0.94% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Howard Financial Services, Ltd.
|
Oct 08, 2024 Q3 2024 |
21,894
shares
|
$12.9 Million
1.83% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
21,824
shares
|
$12.8 Million
0.88% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
21,813
shares
|
$12.8 Million
1.65% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2024 Q3 2024 |
21,799
shares
|
$12.8 Million
3.77% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
21,783
shares
|
$12.8 Million
1.64% of portfolio
|
Q3 2024
Added 6.5%
|
|
|
Capital World Investors
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
21,769
shares
|
$12.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.96%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
21,749
shares
|
$12.8 Million
1.42% of portfolio
|
Q3 2024
Added 6.41%
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
21,636
shares
|
$12.7 Million
1.08% of portfolio
|
Q3 2024
Added 5.11%
|