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 4,329 institutions that hold shares in the stock, with a total of 584 Million shares, which have been reported (via 13F filing form) to have a value of $308 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Dow Chemical CO
Midland, MI |
May 02, 2024 Q1 2024 |
374,190
shares
|
$197 Million
30.68% of portfolio
|
Q1 2024
Reduced 12.7%
|
|
Berkshire Money Management, Inc.
|
May 08, 2024 Q1 2024 |
373,201
shares
|
$197 Million
25.48% of portfolio
|
Q1 2024
Added 8.07%
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
371,684
shares
|
$196 Million
4.83% of portfolio
|
Q1 2024
Reduced 0.9%
|
|
Brookstone Capital Management
|
Apr 15, 2024 Q1 2024 |
371,264
shares
|
$196 Million
3.89% of portfolio
|
Q1 2024
Reduced 0.84%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
366,594
shares
|
$193 Million
2.69% of portfolio
|
Q1 2024
Reduced 8.28%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
364,949
shares
|
$192 Million
0.52% of portfolio
|
Q1 2024
Added 3.21%
|
|
North Rock Partners, LLC
|
May 07, 2024 Q1 2024 |
358,072
shares
|
$189 Million
15.92% of portfolio
|
Q1 2024
Reduced 0.02%
|
|
Jacobi Capital Management LLC
|
May 10, 2024 Q1 2024 |
356,628
shares
|
$188 Million
17.31% of portfolio
|
Q1 2024
Added 4.56%
|
|
Juniper Hill Capital Management LP
Menlo Park, CA |
May 06, 2024 Q1 2024 |
345,637
shares
|
$182 Million
48.19% of portfolio
|
Q4 2023
Added 153.96%
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
345,015
shares
|
$182 Million
0.55% of portfolio
|
Q2 2023
Reduced 1.9%
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
342,172
shares
|
$180 Million
3.01% of portfolio
|
Q1 2024
Reduced 5.69%
|
|
Wolverine Asset Management LLC
|
May 13, 2024 Q1 2024 |
341,745
shares
|
$180 Million
4.02% of portfolio
|
Q1 2024
Reduced 79.51%
|
|
First Hawaiian Bank
|
Apr 05, 2024 Q1 2024 |
338,921
shares
|
$179 Million
5.59% of portfolio
|
Q1 2024
Added 0.24%
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
May 15, 2024 Q1 2024 |
333,843
shares
|
$176 Million
44.43% of portfolio
|
Q1 2024
Added 49.31%
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 10, 2024 Q1 2024 |
332,013
shares
|
$175 Million
0.53% of portfolio
|
Q1 2024
Reduced 0.89%
|
|
Hollencrest Capital Management
|
May 01, 2024 Q1 2024 |
331,219
shares
|
$175 Million
7.98% of portfolio
|
Q1 2024
Added 4.44%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
327,058
shares
|
$172 Million
1.54% of portfolio
|
Q1 2024
Added 10.68%
|
|
Lumina Fund Management LLC
New York, NY |
Feb 02, 2024 Q4 2023 |
321,771
shares
|
$170 Million
93.42% of portfolio
|
Q4 2023
Reduced 8.24%
|
|
Retirement Systems Of Alabama
|
Apr 30, 2024 Q1 2024 |
321,135
shares
|
$169 Million
0.66% of portfolio
|
Q1 2024
Reduced 2.44%
|
|
Miller Investment Management, LP
West Conshohocken, PA |
May 14, 2024 Q1 2024 |
320,672
shares
|
$169 Million
21.58% of portfolio
|
Q1 2024
Added 0.92%
|
|
Pb Cay One Rsc LTD
Abu Dhabi, C0 |
Apr 30, 2024 Q1 2024 |
320,100
shares
|
$169 Million
28.62% of portfolio
|
Q1 2024
Added 5.24%
|
|
Hb Wealth Management, LLC
|
Apr 30, 2024 Q1 2024 |
317,148
shares
|
$167 Million
2.08% of portfolio
|
Q1 2024
Added 1.3%
|
|
Peavine Capital, LLC
|
May 03, 2024 Q1 2024 |
315,320
shares
|
$166 Million
41.64% of portfolio
|
Q1 2024
Reduced 8.63%
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
314,422
shares
|
$166 Million
38.48% of portfolio
|
Q3 2023
Reduced 14.6%
|
|
Sageworth Trust CO
|
Apr 16, 2024 Q1 2024 |
313,356
shares
|
$165 Million
10.61% of portfolio
|
Q1 2024
Reduced 0.19%
|