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 |
|---|---|---|---|---|---|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
40,688
shares
|
$24.3 Million
1.3% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
40,530
shares
|
$24.2 Million
3.77% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Scharf Investments, LLC
|
Oct 15, 2024 Q3 2024 |
40,371
shares
|
$24.1 Million
0.71% of portfolio
|
Q3 2024
Added 17.77%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
40,360
shares
|
$24.1 Million
3.1% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
40,326
shares
|
$24.1 Million
3.9% of portfolio
|
Q3 2024
Added 5.28%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
40,283
shares
|
$24.1 Million
2.26% of portfolio
|
Q4 2024
Reduced 12.73%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
40,214
shares
|
$24 Million
0.49% of portfolio
|
Q4 2024
Added 11.9%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
40,157
shares
|
$24 Million
2.51% of portfolio
|
Q3 2024
Added 5.26%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Oct 28, 2024 Q3 2024 |
40,051
shares
|
$23.9 Million
9.14% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
39,828
shares
|
$23.8 Million
1.02% of portfolio
|
Q4 2024
Added 35.88%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
39,731
shares
|
$23.7 Million
1.74% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
39,703
shares
|
$23.7 Million
4.49% of portfolio
|
Q3 2024
Added 3649.1%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
39,686
shares
|
$23.7 Million
0.97% of portfolio
|
Q3 2024
Reduced 22.41%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
39,671
shares
|
$23.7 Million
5.55% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
39,663
shares
|
$23.7 Million
1.62% of portfolio
|
Q4 2024
Added 9.11%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
39,591
shares
|
$23.7 Million
1.5% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
39,529
shares
|
$23.6 Million
1.12% of portfolio
|
Q2 2022
Added 18.3%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
39,483
shares
|
$23.6 Million
2.71% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
39,436
shares
|
$23.6 Million
1.0% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Warren Buffett
Berkshire Hathaway Inc | Omaha, Ne
|
Nov 14, 2024 Q3 2024 |
39,400
shares
|
$23.5 Million
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Oct 30, 2024 Q3 2024 |
39,311
shares
|
$23.5 Million
11.43% of portfolio
|
Q3 2024
New holding
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
39,305
shares
|
$23.5 Million
3.43% of portfolio
|
Q1 2024
New holding
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
39,289
shares
|
$23.5 Million
0.04% of portfolio
|
Q3 2024
Reduced 95.67%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Nov 07, 2024 Q3 2024 |
39,216
shares
|
$23.4 Million
13.9% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
39,198
shares
|
$23.4 Million
0.07% of portfolio
|
Q4 2022
Added 26.24%
|