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 |
|---|---|---|---|---|---|
|
Free Gulliver LLC
New Orleans, LA |
Nov 12, 2024 Q3 2024 |
6,592
shares
|
$3.89 Million
2.25% of portfolio
|
Q3 2024
Added 147.73%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
6,581
shares
|
$3.88 Million
0.3% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Traynor Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
6,579
shares
|
$3.88 Million
0.24% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Arch Point Investors
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
6,579
shares
|
$3.88 Million
1.32% of portfolio
|
Q1 2024
New holding
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
6,559
shares
|
$3.87 Million
0.52% of portfolio
|
Q4 2024
Added 45.11%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
6,556
shares
|
$3.86 Million
0.53% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Oct 22, 2024 Q3 2024 |
6,532
shares
|
$3.85 Million
0.33% of portfolio
|
Q3 2024
Added 37.63%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
6,531
shares
|
$3.85 Million
0.42% of portfolio
|
Q3 2024
Added 9.01%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
6,517
shares
|
$3.84 Million
0.62% of portfolio
|
Q3 2023
Reduced 1.5%
|
|
|
Bishop Rock Capital, L.P.
New York, NY |
Nov 13, 2023 Q3 2023 |
6,517
shares
|
$3.84 Million
12.42% of portfolio
|
Q3 2023
Reduced 44.46%
|
|
|
Capital Insight Partners, LLC
|
Oct 09, 2024 Q3 2024 |
6,514
shares
|
$3.84 Million
0.66% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Oct 30, 2024 Q3 2024 |
6,513
shares
|
$3.84 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 31, 2024 Q3 2024 |
6,501
shares
|
$3.83 Million
1.56% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Highlander Partners, L.P.
|
Nov 08, 2024 Q3 2024 |
6,500
shares
|
$3.83 Million
2.3% of portfolio
|
Q2 2024
Added 5.79%
|
|
|
Everett Harris & CO
|
Oct 18, 2024 Q3 2024 |
6,484
shares
|
$3.82 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
6,476
shares
|
$3.82 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
6,458
shares
|
$3.81 Million
2.16% of portfolio
|
Q3 2024
Reduced 8.85%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
6,457
shares
|
$3.81 Million
0.58% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Nov 15, 2024 Q3 2024 |
6,455
shares
|
$3.81 Million
0.23% of portfolio
|
Q3 2024
Added 57.71%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
6,448
shares
|
$3.8 Million
0.68% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
6,438
shares
|
$3.8 Million
0.34% of portfolio
|
Q3 2024
Reduced 26.03%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
6,432
shares
|
$3.79 Million
0.65% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Oct 03, 2024 Q3 2024 |
6,427
shares
|
$3.79 Million
0.55% of portfolio
|
Q2 2024
Reduced 0.59%
|
|
|
Capital Wealth Alliance, LLC
|
Oct 30, 2024 Q3 2024 |
6,425
shares
|
$3.79 Million
2.22% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
Affiance Financial, LLC
|
Oct 11, 2024 Q3 2024 |
6,408
shares
|
$3.78 Million
0.91% of portfolio
|
Q3 2024
Reduced 0.79%
|