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 |
|---|---|---|---|---|---|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
20,488
shares
|
$12.1 Million
0.37% of portfolio
|
Q3 2024
Added 6.29%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 06, 2024 Q3 2024 |
20,481
shares
|
$12.1 Million
9.22% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Oct 24, 2024 Q3 2024 |
20,473
shares
|
$12.1 Million
12.93% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 05, 2024 Q3 2024 |
20,442
shares
|
$12 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
20,425
shares
|
$12 Million
0.19% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Moneywise, Inc.
|
Oct 21, 2024 Q3 2024 |
20,424
shares
|
$12 Million
6.07% of portfolio
|
Q3 2024
Added 67.42%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
20,419
shares
|
$12 Million
1.21% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Oct 08, 2024 Q3 2024 |
20,418
shares
|
$12 Million
9.29% of portfolio
|
Q3 2024
Reduced 33.79%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Oct 07, 2024 Q3 2024 |
20,379
shares
|
$12 Million
7.07% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
20,368
shares
|
$12 Million
5.95% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
20,313
shares
|
$12 Million
1.85% of portfolio
|
Q3 2024
Reduced 23.88%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
20,305
shares
|
$12 Million
1.23% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
20,220
shares
|
$11.9 Million
2.53% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
20,192
shares
|
$11.9 Million
1.14% of portfolio
|
Q3 2024
Reduced 27.75%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Oct 16, 2024 Q3 2024 |
20,178
shares
|
$11.9 Million
5.19% of portfolio
|
Q3 2024
Added 147.46%
|
|
|
Highview Capital Management LLC
|
Oct 25, 2024 Q3 2024 |
20,092
shares
|
$11.8 Million
4.76% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Oct 29, 2024 Q3 2024 |
20,046
shares
|
$11.8 Million
8.73% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
20,036
shares
|
$11.8 Million
3.6% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Precept Management LLC
Dallas, TX |
Nov 14, 2023 Q3 2023 |
20,000
shares
|
$11.8 Million
6.83% of portfolio
|
Q2 2023
Reduced 54.55%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
19,933
shares
|
$11.7 Million
2.02% of portfolio
|
Q3 2024
Added 17.9%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
19,860
shares
|
$11.7 Million
1.2% of portfolio
|
Q3 2024
Added 12.13%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
19,818
shares
|
$11.7 Million
0.89% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
19,806
shares
|
$11.7 Million
0.01% of portfolio
|
Q4 2023
Reduced 40.81%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
19,802
shares
|
$11.7 Million
5.24% of portfolio
|
Q3 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
19,793
shares
|
$11.7 Million
1.02% of portfolio
|
Q3 2024
Reduced 55.16%
|