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 |
|---|---|---|---|---|---|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
23,406
shares
|
$14 Million
4.94% of portfolio
|
Q3 2024
Added 8.64%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
23,402
shares
|
$14 Million
3.0% of portfolio
|
Q4 2024
Added 21.83%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 25, 2024 Q3 2024 |
23,384
shares
|
$14 Million
3.67% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
23,345
shares
|
$14 Million
0.99% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
23,297
shares
|
$13.9 Million
5.61% of portfolio
|
Q2 2022
Reduced 21.04%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
23,295
shares
|
$13.9 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
23,211
shares
|
$13.9 Million
0.98% of portfolio
|
Q3 2024
Reduced 7.46%
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
23,208
shares
|
$13.9 Million
2.12% of portfolio
|
Q4 2024
Added 70.07%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
23,193
shares
|
$13.9 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
23,184
shares
|
$13.9 Million
5.85% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
23,138
shares
|
$13.8 Million
0.83% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
23,138
shares
|
$13.8 Million
0.81% of portfolio
|
Q3 2024
Reduced 97.65%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
23,125
shares
|
$13.8 Million
0.2% of portfolio
|
Q4 2024
Reduced 9.87%
|
|
|
Ayalon Insurance Comp Ltd.
|
Jan 14, 2025 Q4 2024 |
23,085
shares
|
$13.8 Million
4.19% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
23,047
shares
|
$13.8 Million
0.63% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
23,019
shares
|
$13.8 Million
1.53% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
22,866
shares
|
$13.7 Million
0.72% of portfolio
|
Q3 2024
Reduced 22.98%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
22,848
shares
|
$13.7 Million
4.79% of portfolio
|
Q3 2024
Reduced 7.13%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
22,810
shares
|
$13.6 Million
2.13% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
22,766
shares
|
$13.6 Million
0.63% of portfolio
|
Q2 2024
New holding
|
|
|
Grandview Asset Management LLC
|
Jan 13, 2025 Q4 2024 |
22,744
shares
|
$13.6 Million
4.89% of portfolio
|
Q4 2024
Added 18.79%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
22,653
shares
|
$13.5 Million
1.99% of portfolio
|
Q1 2024
Added 9.76%
|
|
|
Stordahl Capital Management, Inc.
|
Oct 08, 2024 Q3 2024 |
22,640
shares
|
$13.5 Million
3.07% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 12, 2024 Q3 2024 |
22,612
shares
|
$13.5 Million
5.29% of portfolio
|
Q3 2024
Reduced 5.82%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
22,600
shares
|
$13.5 Million
0.44% of portfolio
|
Q3 2024
Reduced 4.97%
|