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 |
|---|---|---|---|---|---|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
24,308
shares
|
$14.5 Million
4.24% of portfolio
|
Q3 2024
Reduced 9.84%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
24,259
shares
|
$14.5 Million
0.72% of portfolio
|
Q3 2022
Reduced 0.99%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
24,196
shares
|
$14.5 Million
0.6% of portfolio
|
Q3 2024
Added 9.19%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
24,181
shares
|
$14.5 Million
6.19% of portfolio
|
Q4 2023
Reduced 2.41%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
24,153
shares
|
$14.4 Million
1.12% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Nadler Financial Group, Inc.
|
Oct 28, 2024 Q3 2024 |
24,039
shares
|
$14.4 Million
1.52% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
23,990
shares
|
$14.3 Million
2.61% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
23,989
shares
|
$14.3 Million
6.17% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Corundum Group, Inc.
|
Jan 16, 2025 Q4 2024 |
23,911
shares
|
$14.3 Million
5.27% of portfolio
|
Q4 2024
Added 79.36%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
23,844
shares
|
$14.2 Million
0.12% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
23,738
shares
|
$14.2 Million
0.63% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
23,723
shares
|
$14.2 Million
0.14% of portfolio
|
Q2 2022
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
23,702
shares
|
$14.2 Million
4.01% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
23,698
shares
|
$14.2 Million
0.53% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
K.J. Harrison & Partners Inc
|
Oct 24, 2024 Q3 2024 |
23,688
shares
|
$14.2 Million
2.23% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
23,678
shares
|
$14.1 Million
1.72% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
23,658
shares
|
$14.1 Million
2.17% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
23,643
shares
|
$14.1 Million
0.81% of portfolio
|
Q3 2024
Added 382.51%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 13, 2024 Q3 2024 |
23,639
shares
|
$14.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.59%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
23,629
shares
|
$14.1 Million
1.95% of portfolio
|
Q3 2024
Added 12.88%
|
|
|
G&S Capital LLC
|
Oct 16, 2024 Q3 2024 |
23,603
shares
|
$14.1 Million
5.91% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 24, 2024 Q3 2024 |
23,573
shares
|
$14.1 Million
0.14% of portfolio
|
Q3 2024
Added 167.09%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
23,567
shares
|
$14.1 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 13, 2025 Q4 2024 |
23,561
shares
|
$14.1 Million
3.85% of portfolio
|
Q4 2024
Reduced 28.36%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
23,431
shares
|
$14 Million
1.37% of portfolio
|
Q4 2024
Added 5.19%
|