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 |
|---|---|---|---|---|---|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
22,588
shares
|
$13.5 Million
3.48% of portfolio
|
Q3 2024
Added 18.24%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
22,584
shares
|
$13.5 Million
2.66% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
22,578
shares
|
$13.5 Million
2.71% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
22,485
shares
|
$13.4 Million
1.06% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
22,459
shares
|
$13.4 Million
0.83% of portfolio
|
Q3 2024
Added 6.27%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
22,445
shares
|
$13.4 Million
1.58% of portfolio
|
Q3 2022
Reduced 10.55%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
22,444
shares
|
$13.4 Million
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
22,386
shares
|
$13.4 Million
2.76% of portfolio
|
Q4 2024
Added 287.84%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
22,368
shares
|
$13.4 Million
2.26% of portfolio
|
Q1 2023
Added 204.0%
|
|
|
Schnieders Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
22,359
shares
|
$13.4 Million
2.47% of portfolio
|
Q3 2024
Reduced 6.54%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
22,332
shares
|
$13.3 Million
2.38% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
22,289
shares
|
$13.3 Million
1.64% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
22,277
shares
|
$13.3 Million
1.79% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
22,264
shares
|
$13.3 Million
2.03% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
22,212
shares
|
$13.3 Million
2.19% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
22,208
shares
|
$13.3 Million
3.62% of portfolio
|
Q1 2024
Reduced 26.32%
|
|
|
Monetta Financial Services Inc
Wheaton, IL |
Nov 07, 2024 Q3 2024 |
22,200
shares
|
$13.3 Million
10.86% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
22,189
shares
|
$13.3 Million
0.11% of portfolio
|
Q2 2024
Added 14.74%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
22,173
shares
|
$13.3 Million
0.35% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
22,159
shares
|
$13.2 Million
4.52% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
22,147
shares
|
$13.2 Million
1.6% of portfolio
|
Q2 2024
Added 23.65%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
22,145
shares
|
$13.2 Million
2.85% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2024 Q3 2024 |
22,080
shares
|
$13.2 Million
0.03% of portfolio
|
Q3 2024
Added 33.83%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
22,070
shares
|
$13.2 Million
0.44% of portfolio
|
Q1 2024
Reduced 17.03%
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
Oct 22, 2024 Q3 2024 |
21,994
shares
|
$13.1 Million
7.08% of portfolio
|
Q3 2024
Reduced 59.78%
|