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 |
---|---|---|---|---|---|
Founders Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
26,474
shares
|
$15.8 Million
2.66% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Oct 30, 2024 Q3 2024 |
26,439
shares
|
$15.8 Million
0.87% of portfolio
|
Q3 2024
Added 59.18%
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
26,414
shares
|
$15.8 Million
5.04% of portfolio
|
Q3 2024
Added 0.32%
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
26,410
shares
|
$15.8 Million
3.49% of portfolio
|
Q3 2024
Added 104.33%
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
26,410
shares
|
$15.8 Million
1.25% of portfolio
|
Q1 2024
Reduced 20.52%
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
26,337
shares
|
$15.7 Million
1.78% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
26,329
shares
|
$15.7 Million
9.02% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
26,298
shares
|
$15.7 Million
1.44% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
Inspire Trust Co, N.A.
Reno, NV |
Dec 02, 2024 Q3 2024 |
26,121
shares
|
$15.6 Million
4.13% of portfolio
|
Q3 2024
Added 9.13%
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
26,038
shares
|
$15.6 Million
5.82% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 12, 2024 Q3 2024 |
26,011
shares
|
$15.5 Million
2.09% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
Gridiron Partners, LLC
Wexford, PA |
Jan 15, 2025 Q4 2024 |
26,000
shares
|
$15.5 Million
9.65% of portfolio
|
Q2 2024
Reduced 0.82%
|
|
Pcg Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
25,971
shares
|
$15.5 Million
6.03% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
25,948
shares
|
$15.5 Million
1.7% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
25,866
shares
|
$15.5 Million
0.93% of portfolio
|
Q2 2023
Reduced 5.26%
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
25,769
shares
|
$15.4 Million
9.15% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
25,654
shares
|
$15.3 Million
4.13% of portfolio
|
Q3 2024
Added 13.7%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
25,652
shares
|
$15.3 Million
1.25% of portfolio
|
Q4 2024
Reduced 99.82%
|
|
Hedeker Wealth, LLC
|
Oct 25, 2024 Q3 2024 |
25,581
shares
|
$15.3 Million
4.03% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
25,536
shares
|
$15.3 Million
1.73% of portfolio
|
Q3 2024
Added 100.96%
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
25,395
shares
|
$15.2 Million
0.8% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
25,385
shares
|
$15.2 Million
0.48% of portfolio
|
Q4 2024
Added 2.69%
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
25,336
shares
|
$15.1 Million
0.74% of portfolio
|
Q3 2024
Added 0.78%
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 09, 2024 Q3 2024 |
25,327
shares
|
$15.1 Million
8.22% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
Peterson Wealth Management
|
Nov 13, 2024 Q3 2024 |
25,314
shares
|
$15.1 Million
9.29% of portfolio
|
Q3 2024
Added 6.38%
|