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 |
|---|---|---|---|---|---|
|
Stevens Capital Management LP
Radnor, PA |
Nov 14, 2024 Q3 2024 |
117,978
shares
|
$70.5 Million
9.64% of portfolio
|
Q3 2024
New holding
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 12, 2024 Q3 2024 |
117,462
shares
|
$70.2 Million
16.95% of portfolio
|
Q3 2024
Reduced 20.91%
|
|
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
117,241
shares
|
$70.1 Million
34.27% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
116,942
shares
|
$69.9 Million
4.49% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
115,476
shares
|
$69 Million
23.51% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
115,235
shares
|
$68.9 Million
2.98% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Consolidated Investment Group LLC
|
Nov 04, 2024 Q3 2024 |
115,070
shares
|
$68.8 Million
9.81% of portfolio
|
Q4 2022
Added 2.59%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
114,794
shares
|
$68.6 Million
1.04% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
114,737
shares
|
$68.6 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
114,438
shares
|
$68.4 Million
5.64% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Jan 17, 2025 Q4 2024 |
113,916
shares
|
$68.1 Million
24.31% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
113,378
shares
|
$67.8 Million
3.15% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
113,297
shares
|
$67.7 Million
6.97% of portfolio
|
Q1 2024
Reduced 0.64%
|
|
|
Axel Capital Management, LLC
|
Feb 01, 2023 Q4 2022 |
113,100
shares
|
$67.6 Million
91.17% of portfolio
|
Q4 2022
Added 130.35%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Nov 14, 2024 Q3 2024 |
112,854
shares
|
$67.4 Million
23.85% of portfolio
|
Q3 2024
Added 8.27%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
112,834
shares
|
$67.4 Million
2.88% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2024 Q3 2024 |
111,900
shares
|
$66.9 Million
0.17% of portfolio
|
Q3 2024
Added 39.79%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
111,796
shares
|
$66.8 Million
19.21% of portfolio
|
Q3 2024
Added 56.35%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
111,449
shares
|
$66.6 Million
13.87% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
110,530
shares
|
$66.1 Million
26.35% of portfolio
|
Q3 2024
Reduced 7.71%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
110,494
shares
|
$66 Million
10.0% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
110,470
shares
|
$66 Million
0.14% of portfolio
|
Q3 2024
Added 375.0%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
109,560
shares
|
$65.5 Million
1.95% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
109,507
shares
|
$65.4 Million
5.66% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
108,995
shares
|
$65.1 Million
2.61% of portfolio
|
Q3 2024
Reduced 1.35%
|