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 |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
37,076
shares
|
$22.2 Million
1.52% of portfolio
|
Q3 2024
Reduced 37.81%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
36,983
shares
|
$22.1 Million
3.92% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
36,969
shares
|
$22.1 Million
0.5% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
36,949
shares
|
$22.1 Million
0.2% of portfolio
|
Q3 2024
Added 15.61%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
36,849
shares
|
$22 Million
0.82% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2024 Q3 2024 |
36,847
shares
|
$22 Million
1.5% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Perbak Capital Partners LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
36,837
shares
|
$22 Million
14.83% of portfolio
|
Q3 2024
Reduced 64.0%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
36,800
shares
|
$22 Million
1.51% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Tikvah Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
36,724
shares
|
$21.9 Million
6.69% of portfolio
|
Q3 2024
Added 19.01%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
36,595
shares
|
$21.9 Million
1.72% of portfolio
|
Q4 2024
Added 8.61%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
36,590
shares
|
$21.9 Million
0.73% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
36,530
shares
|
$21.8 Million
1.06% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
36,381
shares
|
$21.7 Million
3.38% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 13, 2024 Q3 2024 |
36,259
shares
|
$21.7 Million
15.88% of portfolio
|
Q3 2024
Added 72.28%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Oct 15, 2024 Q3 2024 |
36,163
shares
|
$21.6 Million
2.36% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
36,094
shares
|
$21.6 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Belmont Capital, LLC
|
Nov 07, 2024 Q3 2024 |
36,067
shares
|
$21.6 Million
3.55% of portfolio
|
Q3 2024
Reduced 14.67%
|
|
|
Consolidated Capital Management, LLC
|
Jan 16, 2025 Q4 2024 |
35,967
shares
|
$21.5 Million
9.43% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
35,961
shares
|
$21.5 Million
1.49% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
35,946
shares
|
$21.5 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
35,884
shares
|
$21.4 Million
10.69% of portfolio
|
Q3 2024
Added 79.58%
|
|
|
Nepc LLC
Boston, MA |
Nov 18, 2024 Q3 2024 |
35,872
shares
|
$21.4 Million
0.62% of portfolio
|
Q3 2024
Added 6.91%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
35,839
shares
|
$21.4 Million
1.33% of portfolio
|
Q3 2024
Added 10.8%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
35,827
shares
|
$21.4 Million
4.65% of portfolio
|
Q3 2024
Added 19.07%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
35,631
shares
|
$21.3 Million
8.78% of portfolio
|
Q3 2024
Reduced 18.78%
|