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 |
|---|---|---|---|---|---|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
16,140
shares
|
$9.51 Million
0.89% of portfolio
|
Q3 2024
Reduced 90.69%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
16,122
shares
|
$9.5 Million
0.26% of portfolio
|
Q3 2024
Reduced 64.04%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
16,120
shares
|
$9.5 Million
1.0% of portfolio
|
Q2 2024
Added 9.64%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
16,103
shares
|
$9.49 Million
1.07% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2024 Q3 2024 |
16,028
shares
|
$9.45 Million
0.04% of portfolio
|
Q3 2024
Added 934.73%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
16,008
shares
|
$9.44 Million
0.62% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
15,999
shares
|
$9.43 Million
0.27% of portfolio
|
Q3 2024
Added 63.2%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
15,995
shares
|
$9.43 Million
2.22% of portfolio
|
Q3 2024
Added 14.19%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
15,985
shares
|
$9.42 Million
7.05% of portfolio
|
Q3 2022
Added 1.89%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
15,980
shares
|
$9.42 Million
0.21% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Watershed Asset Management, L.L.C.
|
Feb 02, 2024 Q4 2023 |
15,946
shares
|
$9.4 Million
8.88% of portfolio
|
Q4 2023
Added 14.67%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
15,940
shares
|
$9.4 Million
7.38% of portfolio
|
Q2 2022
Reduced 2.06%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Oct 28, 2024 Q3 2024 |
15,879
shares
|
$9.36 Million
5.45% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Nov 12, 2024 Q3 2024 |
15,879
shares
|
$9.36 Million
0.47% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
15,778
shares
|
$9.3 Million
1.65% of portfolio
|
Q3 2024
Reduced 11.5%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
15,724
shares
|
$9.27 Million
1.77% of portfolio
|
Q3 2024
Added 105.44%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
15,672
shares
|
$9.24 Million
5.25% of portfolio
|
Q3 2024
Added 28.32%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
15,663
shares
|
$9.23 Million
0.17% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
15,662
shares
|
$9.23 Million
3.36% of portfolio
|
Q2 2022
Reduced 22.23%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Oct 09, 2024 Q3 2024 |
15,653
shares
|
$9.23 Million
9.35% of portfolio
|
Q3 2024
Reduced 42.77%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
15,614
shares
|
$9.2 Million
8.55% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 18, 2024 Q3 2024 |
15,610
shares
|
$9.2 Million
0.59% of portfolio
|
Q3 2024
Reduced 16.7%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
15,545
shares
|
$9.16 Million
2.65% of portfolio
|
Q3 2024
Added 7.94%
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
15,533
shares
|
$9.16 Million
1.12% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
Nov 12, 2024 Q3 2024 |
15,515
shares
|
$9.15 Million
0.99% of portfolio
|
Q3 2024
New holding
|