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 |
|---|---|---|---|---|---|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
29,466
shares
|
$17.6 Million
8.62% of portfolio
|
Q3 2024
Added 9.23%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
29,449
shares
|
$17.6 Million
4.9% of portfolio
|
Q3 2022
Added 2.27%
|
|
|
Patton Fund Management, Inc.
|
Oct 16, 2024 Q3 2024 |
29,431
shares
|
$17.6 Million
3.51% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
29,385
shares
|
$17.6 Million
1.33% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
29,299
shares
|
$17.5 Million
1.42% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
29,271
shares
|
$17.5 Million
2.02% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
29,212
shares
|
$17.5 Million
1.75% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
29,194
shares
|
$17.4 Million
2.35% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
29,080
shares
|
$17.4 Million
1.12% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
29,074
shares
|
$17.4 Million
0.31% of portfolio
|
Q3 2024
Reduced 94.93%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
29,006
shares
|
$17.3 Million
3.48% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
28,997
shares
|
$17.3 Million
0.39% of portfolio
|
Q3 2024
Reduced 6.59%
|
|
|
American Asset Management Inc.
|
Jan 16, 2025 Q4 2024 |
28,991
shares
|
$17.3 Million
75.36% of portfolio
|
Q4 2024
Reduced 60.17%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
28,789
shares
|
$17.2 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
28,772
shares
|
$17.2 Million
6.58% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Warwick Investment Management, Inc.
|
Nov 04, 2024 Q3 2024 |
28,742
shares
|
$17.2 Million
3.92% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
Dec 12, 2024 Q3 2024 |
28,717
shares
|
$17.2 Million
2.18% of portfolio
|
Q3 2024
Added 10.96%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
28,662
shares
|
$17.1 Million
0.56% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
28,629
shares
|
$17.1 Million
1.98% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
28,574
shares
|
$17.1 Million
2.86% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Nov 07, 2024 Q3 2024 |
28,565
shares
|
$17.1 Million
1.39% of portfolio
|
Q3 2024
Added 9.69%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
28,494
shares
|
$17 Million
3.26% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
28,473
shares
|
$17 Million
1.71% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
28,400
shares
|
$17 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
28,381
shares
|
$17 Million
1.0% of portfolio
|
Q3 2024
Reduced 2.09%
|