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 |
|---|---|---|---|---|---|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
14,353
shares
|
$8.46 Million
1.52% of portfolio
|
Q3 2024
Reduced 49.67%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
14,315
shares
|
$8.44 Million
0.24% of portfolio
|
Q3 2024
Reduced 11.84%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
14,281
shares
|
$8.42 Million
0.73% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
14,262
shares
|
$8.41 Million
0.89% of portfolio
|
Q3 2024
Added 17.28%
|
|
|
Red Cedar Investment Management, LLC
|
Oct 30, 2024 Q3 2024 |
14,250
shares
|
$8.4 Million
1.04% of portfolio
|
Q2 2024
Reduced 13.18%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
14,237
shares
|
$8.39 Million
1.42% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Washington Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
14,236
shares
|
$8.39 Million
6.49% of portfolio
|
Q2 2024
Reduced 2.37%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Oct 08, 2024 Q3 2024 |
14,226
shares
|
$8.39 Million
6.01% of portfolio
|
Q4 2023
Added 4.35%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
14,147
shares
|
$8.34 Million
0.9% of portfolio
|
Q3 2024
Added 77.21%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Nov 12, 2024 Q3 2024 |
14,086
shares
|
$8.3 Million
5.49% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
First American Bank
Dundee, IL |
Oct 24, 2024 Q3 2024 |
14,042
shares
|
$8.28 Million
0.58% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Colorado Capital Management, Inc.
|
Oct 09, 2024 Q3 2024 |
14,028
shares
|
$8.27 Million
3.97% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
14,025
shares
|
$8.27 Million
2.11% of portfolio
|
Q1 2023
Added 0.76%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
13,924
shares
|
$8.21 Million
3.83% of portfolio
|
Q3 2024
Reduced 5.43%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
13,874
shares
|
$8.18 Million
13.46% of portfolio
|
Q3 2023
Reduced 57.99%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
13,869
shares
|
$8.18 Million
0.48% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
X Square Capital, LLC
|
Oct 22, 2024 Q3 2024 |
13,866
shares
|
$8.17 Million
3.5% of portfolio
|
Q3 2024
Added 22.83%
|
|
|
Nvest Financial, LLC
|
Oct 09, 2024 Q3 2024 |
13,847
shares
|
$8.16 Million
4.7% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
13,847
shares
|
$8.16 Million
0.17% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Oct 18, 2024 Q3 2024 |
13,839
shares
|
$8.16 Million
3.4% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
13,722
shares
|
$8.09 Million
3.07% of portfolio
|
Q1 2024
Reduced 26.23%
|
|
|
Enterprise Bank & Trust CO
|
Oct 08, 2024 Q3 2024 |
13,717
shares
|
$8.09 Million
2.55% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
13,711
shares
|
$8.08 Million
3.16% of portfolio
|
Q1 2024
Reduced 4.41%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
13,698
shares
|
$8.07 Million
3.86% of portfolio
|
Q3 2024
Added 9.52%
|
|
|
Zwj Investment Counsel Inc
|
Oct 16, 2024 Q3 2024 |
13,693
shares
|
$8.07 Million
0.33% of portfolio
|
Q3 2024
Reduced 4.08%
|