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 4,559 institutions that hold shares in the stock, with a total of 579 Million shares, which have been reported (via 13F filing form) to have a value of $341 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kg&L Capital Management,Llc
|
Oct 29, 2024 Q3 2024 |
18,994
shares
|
$11.2 Million
3.57% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
18,985
shares
|
$11.2 Million
5.7% of portfolio
|
Q3 2024
Added 12.14%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
18,974
shares
|
$11.2 Million
1.6% of portfolio
|
Q3 2024
Added 32.07%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Oct 11, 2024 Q3 2024 |
18,970
shares
|
$11.2 Million
4.04% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
18,935
shares
|
$11.2 Million
3.25% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
18,842
shares
|
$11.1 Million
0.11% of portfolio
|
Q1 2024
Reduced 26.76%
|
|
|
Prism Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
18,804
shares
|
$11.1 Million
3.11% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
18,800
shares
|
$11.1 Million
3.0% of portfolio
|
Q3 2024
Added 10.52%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
18,785
shares
|
$11.1 Million
0.22% of portfolio
|
Q3 2024
Reduced 30.26%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
18,757
shares
|
$11.1 Million
2.73% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Tfo Tdc, LLC
|
Nov 12, 2024 Q3 2024 |
18,732
shares
|
$11 Million
1.97% of portfolio
|
Q1 2024
Reduced 3.39%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
18,732
shares
|
$11 Million
4.63% of portfolio
|
Q1 2024
Reduced 0.39%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
18,697
shares
|
$11 Million
2.12% of portfolio
|
Q4 2022
Added 183.89%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
18,671
shares
|
$11 Million
0.78% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
18,649
shares
|
$11 Million
3.68% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Nov 06, 2024 Q3 2024 |
18,631
shares
|
$11 Million
6.95% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Oct 10, 2024 Q3 2024 |
18,628
shares
|
$11 Million
7.31% of portfolio
|
Q3 2024
Reduced 8.63%
|
|
|
Qalhat Capital LTD
St Helier, Y9 |
Nov 14, 2024 Q3 2024 |
18,585
shares
|
$11 Million
6.2% of portfolio
|
Q3 2023
Reduced 62.62%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
18,550
shares
|
$10.9 Million
0.14% of portfolio
|
Q3 2024
Reduced 34.05%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 14, 2024 Q3 2024 |
18,410
shares
|
$10.9 Million
0.12% of portfolio
|
Q1 2021
Reduced 13.79%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
18,407
shares
|
$10.9 Million
1.58% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
18,387
shares
|
$10.8 Million
21.5% of portfolio
|
Q1 2022
Added 5.07%
|
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
18,374
shares
|
$10.8 Million
5.17% of portfolio
|
Q3 2024
Reduced 5.23%
|
|
|
Weil Company, Inc.
|
Nov 04, 2024 Q3 2024 |
18,350
shares
|
$10.8 Million
3.7% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
18,336
shares
|
$10.8 Million
0.16% of portfolio
|
Q3 2024
Reduced 8.56%
|