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 |
---|---|---|---|---|---|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
11,341
shares
|
$6.69 Million
1.39% of portfolio
|
Q3 2024
Added 0.16%
|
|
Great Diamond Partners, LLC
|
Oct 25, 2024 Q3 2024 |
11,320
shares
|
$6.67 Million
1.68% of portfolio
|
Q3 2024
Reduced 6.81%
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
11,311
shares
|
$6.67 Million
1.71% of portfolio
|
Q4 2024
Reduced 11.56%
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
11,311
shares
|
$6.67 Million
0.41% of portfolio
|
Q3 2024
Added 22.49%
|
|
Burns J W & CO Inc
|
Oct 04, 2024 Q3 2024 |
11,253
shares
|
$6.63 Million
0.84% of portfolio
|
Q3 2024
Added 5.67%
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
11,244
shares
|
$6.63 Million
0.66% of portfolio
|
Q3 2023
Reduced 1.88%
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
11,238
shares
|
$6.62 Million
0.94% of portfolio
|
Q3 2023
Reduced 5.8%
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
11,209
shares
|
$6.61 Million
0.59% of portfolio
|
Q3 2024
Added 29.91%
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
11,207
shares
|
$6.61 Million
0.79% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
11,201
shares
|
$6.6 Million
1.94% of portfolio
|
Q3 2024
Added 0.29%
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
11,201
shares
|
$6.6 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
11,193
shares
|
$6.6 Million
0.94% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
11,189
shares
|
$6.6 Million
0.06% of portfolio
|
Q3 2024
Reduced 27.68%
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
11,144
shares
|
$6.57 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
11,118
shares
|
$6.55 Million
1.78% of portfolio
|
Q3 2023
Reduced 3.5%
|
|
Seelaus Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
11,107
shares
|
$6.55 Million
6.2% of portfolio
|
Q3 2024
Added 7.16%
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 07, 2025 Q4 2024 |
11,073
shares
|
$6.53 Million
1.44% of portfolio
|
Q4 2024
Reduced 5.98%
|
|
Pictet Bank & Trust LTD
|
Oct 18, 2024 Q3 2024 |
11,041
shares
|
$6.51 Million
6.41% of portfolio
|
Q3 2024
Added 107.69%
|
|
Kanawha Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
11,040
shares
|
$6.51 Million
0.49% of portfolio
|
Q3 2024
Added 10.91%
|
|
Armbruster Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
11,025
shares
|
$6.5 Million
1.26% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
11,015
shares
|
$6.49 Million
0.64% of portfolio
|
Q3 2024
Added 8.23%
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
10,989
shares
|
$6.48 Million
4.1% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
Intact Investment Management Inc.
Montreal, A8 |
Oct 29, 2024 Q3 2024 |
10,985
shares
|
$6.48 Million
0.23% of portfolio
|
Q2 2023
New holding
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
10,973
shares
|
$6.47 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
10,964
shares
|
$6.46 Million
2.31% of portfolio
|
Q3 2023
Added 0.38%
|