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 |
|---|---|---|---|---|---|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
7,008
shares
|
$4.13 Million
3.51% of portfolio
|
Q3 2024
Added 13.49%
|
|
|
Heritage Investment Group, Inc.
|
Nov 06, 2024 Q3 2024 |
7,003
shares
|
$4.13 Million
0.77% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Asset Management One Co., Ltd.
|
Oct 30, 2024 Q3 2024 |
7,000
shares
|
$4.13 Million
0.01% of portfolio
|
Q3 2024
Reduced 58.7%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
6,998
shares
|
$4.13 Million
1.28% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Nov 05, 2024 Q3 2024 |
6,995
shares
|
$4.12 Million
1.67% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
6,992
shares
|
$4.12 Million
0.74% of portfolio
|
Q3 2024
Added 17.32%
|
|
|
Albar Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
6,989
shares
|
$4.12 Million
0.95% of portfolio
|
Q3 2024
New holding
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
6,970
shares
|
$4.11 Million
1.28% of portfolio
|
Q3 2022
Added 1.75%
|
|
|
Chicago Capital, LLC
|
Oct 18, 2024 Q3 2024 |
6,962
shares
|
$4.1 Million
0.11% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
6,958
shares
|
$4.1 Million
0.51% of portfolio
|
Q3 2024
Added 14.72%
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
6,943
shares
|
$4.09 Million
0.63% of portfolio
|
Q3 2024
Added 12.58%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
6,938
shares
|
$4.09 Million
0.29% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Oct 22, 2024 Q3 2024 |
6,923
shares
|
$4.08 Million
2.25% of portfolio
|
Q2 2024
Added 9.4%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
6,898
shares
|
$4.07 Million
2.53% of portfolio
|
Q3 2024
Added 8.24%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
6,863
shares
|
$4.05 Million
1.45% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
6,854
shares
|
$4.04 Million
0.21% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2024 Q3 2024 |
6,848
shares
|
$4.04 Million
2.16% of portfolio
|
Q3 2024
New holding
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
6,839
shares
|
$4.03 Million
0.55% of portfolio
|
Q3 2024
Added 54.1%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
6,831
shares
|
$4.03 Million
3.03% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
6,830
shares
|
$4.03 Million
0.47% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Texas Capital Bancshares Inc
|
Nov 14, 2024 Q3 2024 |
6,811
shares
|
$4.02 Million
2.06% of portfolio
|
Q1 2023
Reduced 0.44%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
6,807
shares
|
$4.01 Million
0.85% of portfolio
|
Q1 2024
Added 0.15%
|
|
|
Ironclad Investments LLC
Maitland, FL |
Nov 14, 2024 Q3 2024 |
6,805
shares
|
$4.01 Million
2.32% of portfolio
|
Q1 2024
Reduced 59.01%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
6,800
shares
|
$4.01 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
6,791
shares
|
$4 Million
0.32% of portfolio
|
Q3 2024
Added 0.71%
|