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 |
|---|---|---|---|---|---|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
27,223
shares
|
$16.3 Million
1.0% of portfolio
|
Q4 2023
Added 41.98%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
27,183
shares
|
$16.2 Million
0.34% of portfolio
|
Q3 2024
Added 7.6%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
27,175
shares
|
$16.2 Million
2.02% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
27,156
shares
|
$16.2 Million
1.32% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
27,126
shares
|
$16.2 Million
14.65% of portfolio
|
Q3 2024
Reduced 19.27%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
27,104
shares
|
$16.2 Million
1.0% of portfolio
|
Q3 2024
Reduced 16.02%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
27,088
shares
|
$16.2 Million
5.34% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Flagship Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
27,074
shares
|
$16.2 Million
8.03% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
27,067
shares
|
$16.2 Million
1.86% of portfolio
|
Q4 2024
Added 14.74%
|
|
|
Atlas Financial Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
27,032
shares
|
$16.2 Million
25.61% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
26,996
shares
|
$16.1 Million
1.07% of portfolio
|
Q3 2024
Added 6.07%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
26,935
shares
|
$16.1 Million
2.13% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Optas, LLC
|
Oct 29, 2024 Q3 2024 |
26,906
shares
|
$16.1 Million
3.6% of portfolio
|
Q3 2020
Added 1.49%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
26,862
shares
|
$16.1 Million
3.07% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
26,862
shares
|
$16.1 Million
1.04% of portfolio
|
Q3 2024
Added 54.55%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
26,843
shares
|
$16 Million
2.69% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
26,699
shares
|
$16 Million
1.3% of portfolio
|
Q3 2023
Reduced 0.52%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
26,687
shares
|
$15.9 Million
6.06% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
26,658
shares
|
$15.9 Million
1.24% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
26,634
shares
|
$15.9 Million
18.2% of portfolio
|
Q3 2023
Reduced 0.97%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
26,630
shares
|
$15.9 Million
1.98% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
26,625
shares
|
$15.9 Million
5.37% of portfolio
|
Q4 2022
Reduced 3.13%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 14, 2024 Q3 2024 |
26,585
shares
|
$15.9 Million
1.8% of portfolio
|
Q3 2024
Added 18.61%
|
|
|
Carrhae Capital LLP
London, X0 |
Oct 18, 2024 Q3 2024 |
26,537
shares
|
$15.9 Million
1.74% of portfolio
|
Q2 2020
Closed
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
26,489
shares
|
$15.8 Million
1.61% of portfolio
|
Q3 2024
Added 5.61%
|