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 |
|---|---|---|---|---|---|
|
First County Bank /Ct/
Stamford, CT |
Jan 07, 2025 Q4 2024 |
8,448
shares
|
$4.98 Million
2.77% of portfolio
|
Q4 2024
Added 30.53%
|
|
|
Marietta Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
8,424
shares
|
$4.97 Million
0.72% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
8,418
shares
|
$4.96 Million
1.75% of portfolio
|
Q2 2024
Reduced 1.57%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
8,418
shares
|
$4.96 Million
0.05% of portfolio
|
Q3 2024
Reduced 27.5%
|
|
|
Aldebaran Financial Inc.
|
Nov 21, 2024 Q3 2024 |
8,406
shares
|
$4.96 Million
6.01% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,395
shares
|
$4.95 Million
0.0% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
8,394
shares
|
$4.95 Million
0.44% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
8,383
shares
|
$4.94 Million
1.26% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
8,362
shares
|
$4.93 Million
1.4% of portfolio
|
Q3 2024
Reduced 7.45%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
8,360
shares
|
$4.93 Million
2.58% of portfolio
|
Q3 2024
Added 11.81%
|
|
|
Little House Capital LLC
Braintree, MA |
Oct 21, 2024 Q3 2024 |
8,360
shares
|
$4.93 Million
1.39% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
8,360
shares
|
$4.93 Million
1.98% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Omega Financial Group, LLC
|
Oct 07, 2024 Q3 2024 |
8,358
shares
|
$4.93 Million
1.82% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Oct 21, 2024 Q3 2024 |
8,348
shares
|
$4.92 Million
1.32% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 17, 2024 Q3 2024 |
8,331
shares
|
$4.91 Million
1.96% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
8,316
shares
|
$4.9 Million
1.22% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
8,295
shares
|
$4.89 Million
2.75% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
8,263
shares
|
$4.87 Million
0.32% of portfolio
|
Q3 2024
Added 12.57%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Oct 09, 2024 Q3 2024 |
8,260
shares
|
$4.87 Million
0.95% of portfolio
|
Q3 2024
Reduced 8.12%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
8,239
shares
|
$4.86 Million
0.57% of portfolio
|
Q3 2024
Reduced 9.34%
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
8,216
shares
|
$4.84 Million
4.62% of portfolio
|
Q3 2023
Reduced 2.7%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
8,212
shares
|
$4.84 Million
0.44% of portfolio
|
Q3 2024
Added 10.99%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
8,212
shares
|
$4.84 Million
0.55% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Cherrydale Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
8,210
shares
|
$4.84 Million
1.93% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
8,163
shares
|
$4.81 Million
0.97% of portfolio
|
Q3 2024
Reduced 1.8%
|