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 |
|---|---|---|---|---|---|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
19,307
shares
|
$11.5 Million
0.27% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Financial Guidance Group, Inc.
|
Oct 23, 2024 Q3 2024 |
19,283
shares
|
$11.5 Million
7.11% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2024 Q3 2024 |
19,280
shares
|
$11.5 Million
1.69% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Jan 13, 2025 Q4 2024 |
19,249
shares
|
$11.5 Million
4.96% of portfolio
|
Q4 2024
New holding
|
|
|
Rpo LLC
Stamford, CT |
Nov 08, 2024 Q3 2024 |
19,232
shares
|
$11.5 Million
11.9% of portfolio
|
Q3 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
19,170
shares
|
$11.5 Million
0.66% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
19,097
shares
|
$11.4 Million
5.54% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
19,096
shares
|
$11.4 Million
0.97% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
19,095
shares
|
$11.4 Million
1.67% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Seaview Investment Managers LLC
|
Nov 13, 2024 Q3 2024 |
19,025
shares
|
$11.4 Million
3.31% of portfolio
|
Q3 2024
Reduced 34.72%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
19,000
shares
|
$11.4 Million
2.13% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
18,995
shares
|
$11.4 Million
0.45% of portfolio
|
Q3 2024
Added 20.04%
|
|
|
Kg&L Capital Management,Llc
|
Oct 29, 2024 Q3 2024 |
18,994
shares
|
$11.4 Million
3.57% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
18,985
shares
|
$11.3 Million
5.7% of portfolio
|
Q3 2024
Added 12.14%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
18,974
shares
|
$11.3 Million
1.6% of portfolio
|
Q3 2024
Added 32.07%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Oct 11, 2024 Q3 2024 |
18,970
shares
|
$11.3 Million
4.04% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
18,935
shares
|
$11.3 Million
3.25% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
18,842
shares
|
$11.3 Million
0.11% of portfolio
|
Q1 2024
Reduced 26.76%
|
|
|
Prism Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
18,804
shares
|
$11.2 Million
3.11% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
18,800
shares
|
$11.2 Million
3.0% of portfolio
|
Q3 2024
Added 10.52%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
18,785
shares
|
$11.2 Million
0.22% of portfolio
|
Q3 2024
Reduced 30.26%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
18,757
shares
|
$11.2 Million
2.73% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Tfo Tdc, LLC
|
Nov 12, 2024 Q3 2024 |
18,732
shares
|
$11.2 Million
1.97% of portfolio
|
Q1 2024
Reduced 3.39%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
18,732
shares
|
$11.2 Million
4.63% of portfolio
|
Q1 2024
Reduced 0.39%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
18,697
shares
|
$11.2 Million
2.12% of portfolio
|
Q4 2022
Added 183.89%
|