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 |
|---|---|---|---|---|---|
|
Foresight Capital Management Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
20,857
shares
|
$12.5 Million
7.27% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
20,817
shares
|
$12.4 Million
8.61% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
20,701
shares
|
$12.4 Million
0.34% of portfolio
|
Q2 2024
Added 7.36%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Oct 29, 2024 Q3 2024 |
20,694
shares
|
$12.4 Million
5.45% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Bienville Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
20,664
shares
|
$12.3 Million
4.33% of portfolio
|
Q3 2024
Added 22.4%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 17, 2024 Q3 2024 |
20,662
shares
|
$12.3 Million
0.13% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
20,653
shares
|
$12.3 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
20,644
shares
|
$12.3 Million
3.2% of portfolio
|
Q3 2024
Added 5.79%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Oct 17, 2024 Q3 2024 |
20,635
shares
|
$12.3 Million
5.91% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
20,561
shares
|
$12.3 Million
1.08% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
20,490
shares
|
$12.2 Million
4.5% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
20,488
shares
|
$12.2 Million
0.37% of portfolio
|
Q3 2024
Added 6.29%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 06, 2024 Q3 2024 |
20,481
shares
|
$12.2 Million
9.22% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Oct 24, 2024 Q3 2024 |
20,473
shares
|
$12.2 Million
12.93% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Sage Capital Advisors,Llc
|
Jan 10, 2025 Q4 2024 |
20,472
shares
|
$12.2 Million
3.2% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 05, 2024 Q3 2024 |
20,442
shares
|
$12.2 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Moneywise, Inc.
|
Oct 21, 2024 Q3 2024 |
20,424
shares
|
$12.2 Million
6.07% of portfolio
|
Q3 2024
Added 67.42%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
20,419
shares
|
$12.2 Million
1.21% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
20,368
shares
|
$12.2 Million
5.95% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jan 13, 2025 Q4 2024 |
20,364
shares
|
$12.2 Million
5.32% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
20,313
shares
|
$12.1 Million
1.85% of portfolio
|
Q3 2024
Reduced 23.88%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
20,305
shares
|
$12.1 Million
1.23% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 15, 2025 Q4 2024 |
20,205
shares
|
$12.1 Million
4.06% of portfolio
|
Q4 2024
Added 12.69%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
20,192
shares
|
$12.1 Million
1.14% of portfolio
|
Q3 2024
Reduced 27.75%
|
|
|
Highview Capital Management LLC
|
Oct 25, 2024 Q3 2024 |
20,092
shares
|
$12 Million
4.76% of portfolio
|
Q3 2024
Added 3.13%
|