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 4,553 institutions that hold shares in the stock, with a total of 593 Million shares, which have been reported (via 13F filing form) to have a value of $351 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Elevatus Welath Management
Victor, NY |
Nov 14, 2024 Q3 2024 |
2,599
shares
|
$1.54 Million
0.49% of portfolio
|
Q3 2024
Added 51.99%
|
|
|
Wexford Capital LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
2,596
shares
|
$1.53 Million
0.39% of portfolio
|
Q2 2024
Reduced 32.22%
|
|
|
Heritage Financial Services, LLC
|
Oct 23, 2024 Q3 2024 |
2,595
shares
|
$1.53 Million
0.2% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Oct 16, 2024 Q3 2024 |
2,595
shares
|
$1.53 Million
1.23% of portfolio
|
Q3 2024
Added 49.91%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
2,590
shares
|
$1.53 Million
1.45% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
2,589
shares
|
$1.53 Million
1.06% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Oct 29, 2024 Q3 2024 |
2,583
shares
|
$1.53 Million
0.12% of portfolio
|
Q3 2024
Reduced 15.75%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
2,580
shares
|
$1.53 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
2,574
shares
|
$1.52 Million
0.21% of portfolio
|
Q4 2022
Reduced 5.85%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
2,574
shares
|
$1.52 Million
0.21% of portfolio
|
Q4 2022
New holding
|
|
|
Glassy Mountain Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
2,569
shares
|
$1.52 Million
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
2,569
shares
|
$1.52 Million
0.26% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
2,569
shares
|
$1.52 Million
1.13% of portfolio
|
Q4 2022
New holding
|
|
|
Professional Advisory Services Inc
|
Oct 17, 2024 Q3 2024 |
2,562
shares
|
$1.51 Million
0.19% of portfolio
|
Q3 2024
Reduced 6.56%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 13, 2024 Q3 2024 |
2,560
shares
|
$1.51 Million
0.16% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
2,559
shares
|
$1.51 Million
0.15% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
2,554
shares
|
$1.51 Million
0.62% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Oct 30, 2024 Q3 2024 |
2,536
shares
|
$1.5 Million
0.86% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
2,533
shares
|
$1.5 Million
0.52% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Oct 09, 2024 Q3 2024 |
2,529
shares
|
$1.5 Million
0.3% of portfolio
|
Q3 2020
Reduced 2.47%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
2,526
shares
|
$1.49 Million
0.32% of portfolio
|
Q3 2024
Reduced 37.46%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
2,525
shares
|
$1.49 Million
0.77% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
2,524
shares
|
$1.49 Million
0.24% of portfolio
|
Q3 2024
Added 7.36%
|
|
|
Wood Trust Financial Corp
|
Oct 31, 2024 Q3 2024 |
2,516
shares
|
$1.49 Million
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
2,515
shares
|
$1.49 Million
0.36% of portfolio
|
Q3 2024
New holding
|