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 |
|---|---|---|---|---|---|
|
Brickley Wealth Management
|
Nov 04, 2024 Q3 2024 |
39,181
shares
|
$23.4 Million
4.59% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
38,927
shares
|
$23.3 Million
6.25% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Nov 15, 2024 Q3 2024 |
38,872
shares
|
$23.2 Million
10.87% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
38,775
shares
|
$23.2 Million
3.44% of portfolio
|
Q4 2024
Reduced 10.53%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
38,684
shares
|
$23.1 Million
1.08% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Copperwynd Financial, LLC
|
Nov 04, 2024 Q3 2024 |
38,655
shares
|
$23.1 Million
6.72% of portfolio
|
Q3 2024
Added 12.44%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
38,576
shares
|
$23.1 Million
2.16% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
38,559
shares
|
$23 Million
0.58% of portfolio
|
Q3 2024
Added 14.4%
|
|
|
Corsair Capital Management, L.P.
New York, NY |
Nov 13, 2024 Q3 2024 |
38,503
shares
|
$23 Million
5.47% of portfolio
|
Q3 2024
Added 6977.76%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
38,466
shares
|
$23 Million
0.81% of portfolio
|
Q3 2024
Added 290.84%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
38,366
shares
|
$22.9 Million
0.64% of portfolio
|
Q4 2024
Added 340.63%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
38,321
shares
|
$22.9 Million
9.51% of portfolio
|
Q3 2023
Added 0.14%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
38,248
shares
|
$22.9 Million
5.25% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 15, 2025 Q4 2024 |
38,162
shares
|
$22.8 Million
5.7% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
38,157
shares
|
$22.8 Million
1.03% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
38,096
shares
|
$22.8 Million
1.74% of portfolio
|
Q3 2024
Added 59.02%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
38,032
shares
|
$22.7 Million
2.11% of portfolio
|
Q3 2024
Added 25.46%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
38,019
shares
|
$22.7 Million
1.08% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Oct 29, 2024 Q3 2024 |
38,003
shares
|
$22.7 Million
9.2% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
37,645
shares
|
$22.5 Million
1.11% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Trust CO Of Oklahoma
|
Jan 17, 2025 Q4 2024 |
37,597
shares
|
$22.5 Million
7.21% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
37,468
shares
|
$22.4 Million
2.34% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
37,310
shares
|
$22.3 Million
1.33% of portfolio
|
Q3 2023
Reduced 27.62%
|
|
|
Black Maple Capital Management LP
Milwaukee, WI |
Nov 14, 2024 Q3 2024 |
37,295
shares
|
$22.3 Million
14.18% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
37,261
shares
|
$22.3 Million
1.57% of portfolio
|
Q3 2024
Added 2.28%
|