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 |
|---|---|---|---|---|---|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
15,511
shares
|
$9.14 Million
0.32% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 04, 2024 Q3 2024 |
15,482
shares
|
$9.13 Million
0.49% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 04, 2024 Q3 2024 |
15,474
shares
|
$9.12 Million
5.98% of portfolio
|
Q3 2024
Added 6.12%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2024 Q3 2024 |
15,441
shares
|
$9.1 Million
3.12% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
15,421
shares
|
$9.09 Million
1.71% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
15,421
shares
|
$9.09 Million
2.6% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
15,417
shares
|
$9.09 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
15,406
shares
|
$9.08 Million
1.09% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Nov 05, 2024 Q3 2024 |
15,381
shares
|
$9.07 Million
5.1% of portfolio
|
Q3 2024
Reduced 6.83%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2024 Q3 2024 |
15,348
shares
|
$9.05 Million
0.97% of portfolio
|
Q3 2024
Added 48.78%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
15,348
shares
|
$9.05 Million
0.96% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
15,326
shares
|
$9.03 Million
5.59% of portfolio
|
Q2 2023
Added 0.22%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
15,299
shares
|
$9.02 Million
1.89% of portfolio
|
Q3 2024
Added 121.4%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Nov 14, 2024 Q3 2024 |
15,298
shares
|
$9.02 Million
0.05% of portfolio
|
Q3 2024
Reduced 25.79%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
15,264
shares
|
$9 Million
1.63% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Oct 09, 2024 Q3 2024 |
15,213
shares
|
$8.97 Million
2.32% of portfolio
|
Q3 2024
Added 8.08%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
15,203
shares
|
$8.96 Million
3.2% of portfolio
|
Q3 2024
Added 14.39%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 09, 2024 Q3 2024 |
15,189
shares
|
$8.95 Million
7.6% of portfolio
|
Q3 2024
Added 10.57%
|
|
|
Rb Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
15,188
shares
|
$8.95 Million
2.14% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
15,139
shares
|
$8.92 Million
4.56% of portfolio
|
Q3 2022
Reduced 1.21%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
15,121
shares
|
$8.91 Million
1.67% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
15,033
shares
|
$8.86 Million
1.05% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
15,008
shares
|
$8.85 Million
1.66% of portfolio
|
Q3 2024
Added 6.96%
|
|
|
Epacria Capital Partners, LLC
Boulder, CO |
Nov 13, 2024 Q3 2024 |
15,000
shares
|
$8.84 Million
5.87% of portfolio
|
Q4 2022
New holding
|
|
|
Smith & Howard Wealth Management, LLC
|
Oct 23, 2024 Q3 2024 |
14,969
shares
|
$8.82 Million
2.43% of portfolio
|
Q3 2024
Reduced 0.47%
|