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 |
|---|---|---|---|---|---|
|
Cypress Capital, LLC
|
Nov 12, 2024 Q3 2024 |
35,569
shares
|
$21.3 Million
5.26% of portfolio
|
Q1 2022
Reduced 49.09%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
35,567
shares
|
$21.3 Million
0.49% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
35,464
shares
|
$21.2 Million
3.08% of portfolio
|
Q3 2024
Added 9.88%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
35,400
shares
|
$21.2 Million
0.49% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
35,378
shares
|
$21.1 Million
0.12% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
35,163
shares
|
$21 Million
7.47% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jan 16, 2025 Q4 2024 |
35,107
shares
|
$21 Million
1.28% of portfolio
|
Q4 2024
Added 631.55%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
35,093
shares
|
$21 Million
0.66% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Nov 13, 2024 Q3 2024 |
35,070
shares
|
$21 Million
7.5% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
34,989
shares
|
$20.9 Million
1.31% of portfolio
|
Q3 2024
Added 9.86%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
34,824
shares
|
$20.8 Million
7.56% of portfolio
|
Q3 2024
Added 9.82%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 23, 2024 Q3 2024 |
34,525
shares
|
$20.6 Million
8.09% of portfolio
|
Q3 2024
Reduced 6.12%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
34,510
shares
|
$20.6 Million
1.19% of portfolio
|
Q1 2024
Added 6802.0%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
34,507
shares
|
$20.6 Million
8.25% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Brave Asset Management Inc
|
Jan 14, 2025 Q4 2024 |
34,465
shares
|
$20.6 Million
6.44% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
34,444
shares
|
$20.6 Million
4.3% of portfolio
|
Q3 2024
Reduced 15.44%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
34,393
shares
|
$20.6 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
34,369
shares
|
$20.5 Million
1.16% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
34,362
shares
|
$20.5 Million
2.4% of portfolio
|
Q3 2024
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
34,317
shares
|
$20.5 Million
4.26% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Axa S.A.
Paris, I0 |
Nov 14, 2024 Q3 2024 |
34,266
shares
|
$20.5 Million
0.06% of portfolio
|
Q3 2023
Reduced 18.58%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
34,233
shares
|
$20.5 Million
2.34% of portfolio
|
Q3 2024
Reduced 9.72%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Oct 31, 2024 Q3 2024 |
34,140
shares
|
$20.4 Million
7.38% of portfolio
|
Q3 2024
Reduced 19.77%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
33,988
shares
|
$20.3 Million
3.64% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
33,942
shares
|
$20.3 Million
0.5% of portfolio
|
Q3 2024
Added 4.58%
|