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 |
|---|---|---|---|---|---|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
12,218
shares
|
$7.2 Million
1.35% of portfolio
|
Q3 2024
Reduced 14.76%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
12,216
shares
|
$7.2 Million
3.85% of portfolio
|
Q4 2024
Added 24.18%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
12,205
shares
|
$7.19 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Cliffwater LLC
Marina Del Rey, CA |
Nov 12, 2024 Q3 2024 |
12,204
shares
|
$7.19 Million
1.79% of portfolio
|
Q1 2021
Reduced 5.07%
|
|
|
Genesee Capital Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
12,175
shares
|
$7.18 Million
3.44% of portfolio
|
Q3 2024
Added 61.97%
|
|
|
Port Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,169
shares
|
$7.17 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Peoples Bank
|
Oct 23, 2024 Q3 2024 |
12,124
shares
|
$7.15 Million
3.57% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,122
shares
|
$7.15 Million
0.01% of portfolio
|
Q3 2024
Reduced 51.33%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
12,110
shares
|
$7.14 Million
3.01% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
12,076
shares
|
$7.12 Million
0.58% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
12,066
shares
|
$7.11 Million
2.36% of portfolio
|
Q3 2024
Added 13.7%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
12,060
shares
|
$7.11 Million
1.79% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
12,038
shares
|
$7.1 Million
0.75% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Moelis Asset Management LP
New York, NY |
Aug 01, 2023 Q2 2023 |
12,000
shares
|
$7.07 Million
100.0% of portfolio
|
Q2 2023
Reduced 17.24%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
11,992
shares
|
$7.07 Million
1.78% of portfolio
|
Q3 2024
Reduced 6.39%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
11,991
shares
|
$7.07 Million
0.14% of portfolio
|
Q3 2024
Added 18.58%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
11,990
shares
|
$7.07 Million
0.14% of portfolio
|
Q3 2024
Added 7.18%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
11,984
shares
|
$7.06 Million
3.99% of portfolio
|
Q1 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
11,971
shares
|
$7.06 Million
0.39% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
11,959
shares
|
$7.05 Million
0.19% of portfolio
|
Q3 2024
Added 17.19%
|
|
|
Vishria Bird Financial Group, LLC
|
Nov 06, 2024 Q3 2024 |
11,952
shares
|
$7.05 Million
2.6% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
11,951
shares
|
$7.04 Million
0.43% of portfolio
|
Q3 2024
Added 923.2%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 24, 2024 Q3 2024 |
11,946
shares
|
$7.04 Million
4.62% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
11,939
shares
|
$7.04 Million
2.48% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
11,936
shares
|
$7.04 Million
5.59% of portfolio
|
Q2 2024
Reduced 0.94%
|