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 |
|---|---|---|---|---|---|
|
Omni Star Financial Group, Inc.
|
Oct 17, 2024 Q3 2024 |
10,231
shares
|
$6.03 Million
4.65% of portfolio
|
Q3 2024
Added 8.68%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 04, 2024 Q3 2024 |
10,226
shares
|
$6.03 Million
3.31% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
M.D. Sass Investors Services, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
10,220
shares
|
$6.02 Million
0.47% of portfolio
|
Q2 2024
Added 7.35%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
10,203
shares
|
$6.01 Million
0.59% of portfolio
|
Q3 2024
Added 9.17%
|
|
|
Windsor Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
10,200
shares
|
$6.01 Million
1.76% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
10,198
shares
|
$6.01 Million
3.57% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Orca Investment Management, LLC
|
Oct 11, 2024 Q3 2024 |
10,184
shares
|
$6 Million
5.51% of portfolio
|
Q3 2024
Added 6.33%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
10,174
shares
|
$6 Million
1.49% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
10,144
shares
|
$5.98 Million
2.07% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
10,115
shares
|
$5.96 Million
1.07% of portfolio
|
Q3 2024
Reduced 9.36%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
10,109
shares
|
$5.96 Million
0.58% of portfolio
|
Q3 2024
Added 40.91%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Oct 07, 2024 Q3 2024 |
10,097
shares
|
$5.95 Million
5.11% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
10,060
shares
|
$5.93 Million
1.12% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
10,056
shares
|
$5.93 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 07, 2024 Q3 2024 |
10,056
shares
|
$5.93 Million
1.87% of portfolio
|
Q3 2024
Added 12.72%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
10,051
shares
|
$5.92 Million
2.64% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
10,045
shares
|
$5.92 Million
2.52% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Laird Norton Trust Company, LLC
|
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$5.89 Million
0.75% of portfolio
|
Q4 2023
Added 196.21%
|
|
|
Paragon Associates & Paragon Associates Ii Joint Venture
Dallas, TX |
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$5.89 Million
10.62% of portfolio
|
Q3 2024
New holding
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
9,998
shares
|
$5.89 Million
3.16% of portfolio
|
Q3 2024
New holding
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
9,988
shares
|
$5.89 Million
0.38% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Sl Advisors, LLC
|
Jan 08, 2025 Q4 2024 |
9,969
shares
|
$5.88 Million
9.66% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Legacy Wealth Management, Inc
|
Oct 24, 2024 Q3 2024 |
9,965
shares
|
$5.87 Million
0.37% of portfolio
|
Q2 2024
Reduced 2.01%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
9,944
shares
|
$5.86 Million
0.33% of portfolio
|
Q3 2024
Added 72.31%
|
|
|
Vista Capital Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
9,940
shares
|
$5.86 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.06%
|