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 4,587 institutions that hold shares in the stock, with a total of 576 Million shares, which have been reported (via 13F filing form) to have a value of $344 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
286,292
shares
|
$171 Million
5.78% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
286,250
shares
|
$171 Million
24.31% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Easterly Investment Partners LLC
|
Nov 01, 2024 Q3 2024 |
282,594
shares
|
$169 Million
13.28% of portfolio
|
Q3 2024
Added 13.0%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
282,562
shares
|
$169 Million
0.7% of portfolio
|
Q3 2024
Reduced 7.11%
|
|
|
New York Life Insurance CO
New York, NY |
Nov 06, 2024 Q3 2024 |
281,763
shares
|
$168 Million
36.56% of portfolio
|
Q4 2023
Reduced 78.95%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
274,782
shares
|
$164 Million
26.61% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
273,182
shares
|
$163 Million
23.62% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
271,655
shares
|
$162 Million
12.82% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Mizuho Bank, Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
270,000
shares
|
$161 Million
30.56% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
267,758
shares
|
$160 Million
0.64% of portfolio
|
Q4 2024
Reduced 92.22%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
267,408
shares
|
$160 Million
10.66% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
265,711
shares
|
$159 Million
0.25% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
264,332
shares
|
$158 Million
5.37% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
261,615
shares
|
$156 Million
25.87% of portfolio
|
Q3 2024
Reduced 7.04%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
260,978
shares
|
$156 Million
9.25% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Conservest Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
260,309
shares
|
$156 Million
14.41% of portfolio
|
Q3 2024
Added 5.75%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
258,152
shares
|
$154 Million
0.36% of portfolio
|
Q3 2024
Reduced 14.01%
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
Nov 04, 2024 Q3 2024 |
257,273
shares
|
$154 Million
12.63% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
Nov 14, 2024 Q3 2024 |
257,000
shares
|
$154 Million
22.34% of portfolio
|
Q3 2024
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
253,613
shares
|
$152 Million
0.9% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
250,405
shares
|
$150 Million
0.2% of portfolio
|
Q3 2024
Reduced 68.17%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
248,112
shares
|
$148 Million
25.06% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
247,889
shares
|
$148 Million
6.43% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Jordan Park Group LLC
|
Nov 14, 2024 Q3 2024 |
245,918
shares
|
$147 Million
10.58% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Nov 06, 2024 Q3 2024 |
245,173
shares
|
$147 Million
0.5% of portfolio
|
Q3 2024
Added 15.43%
|