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 |
|---|---|---|---|---|---|
|
Zevin Asset Management LLC
|
Nov 07, 2024 Q3 2024 |
17,513
shares
|
$10.3 Million
1.55% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
17,503
shares
|
$10.3 Million
0.7% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
17,459
shares
|
$10.3 Million
4.77% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 23, 2024 Q3 2024 |
17,409
shares
|
$10.3 Million
4.7% of portfolio
|
Q3 2024
Reduced 10.84%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
17,389
shares
|
$10.3 Million
0.52% of portfolio
|
Q4 2024
Added 11.7%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
17,368
shares
|
$10.2 Million
3.49% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Oct 16, 2024 Q3 2024 |
17,345
shares
|
$10.2 Million
3.19% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
17,315
shares
|
$10.2 Million
8.09% of portfolio
|
Q3 2024
New holding
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
17,300
shares
|
$10.2 Million
0.91% of portfolio
|
Q3 2024
New holding
|
|
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
Nov 12, 2024 Q3 2024 |
17,270
shares
|
$10.2 Million
4.39% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Oct 31, 2024 Q3 2024 |
17,244
shares
|
$10.2 Million
5.43% of portfolio
|
Q3 2024
Reduced 20.45%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
17,217
shares
|
$10.1 Million
7.68% of portfolio
|
Q3 2024
Reduced 7.43%
|
|
|
Gen Wealth Group, Inc.
|
Oct 11, 2024 Q3 2024 |
16,999
shares
|
$10 Million
2.26% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
16,981
shares
|
$10 Million
2.83% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
16,944
shares
|
$9.99 Million
1.04% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
16,904
shares
|
$9.96 Million
2.14% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Paragon Capital Management LTD
|
Oct 10, 2024 Q3 2024 |
16,898
shares
|
$9.96 Million
1.99% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
16,893
shares
|
$9.96 Million
0.39% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
16,882
shares
|
$9.95 Million
5.58% of portfolio
|
Q3 2024
Reduced 26.83%
|
|
|
Cfm Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
16,838
shares
|
$9.93 Million
1.7% of portfolio
|
Q3 2024
Added 39.23%
|
|
|
Deltec Asset Management LLC
|
Oct 25, 2024 Q3 2024 |
16,838
shares
|
$9.93 Million
2.02% of portfolio
|
Q3 2024
Reduced 12.32%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
16,829
shares
|
$9.92 Million
7.7% of portfolio
|
Q4 2024
Added 9.61%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
16,809
shares
|
$9.91 Million
1.6% of portfolio
|
Q1 2023
Reduced 1.0%
|
|
|
Cowen And Company, LLC
|
Nov 12, 2024 Q3 2024 |
16,760
shares
|
$9.88 Million
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
16,747
shares
|
$9.87 Million
1.06% of portfolio
|
Q3 2024
Added 0.38%
|