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 |
|---|---|---|---|---|---|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
18,671
shares
|
$11.2 Million
0.78% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
18,649
shares
|
$11.1 Million
3.68% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Nov 06, 2024 Q3 2024 |
18,631
shares
|
$11.1 Million
6.95% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Qalhat Capital LTD
St Helier, Y9 |
Nov 14, 2024 Q3 2024 |
18,585
shares
|
$11.1 Million
6.2% of portfolio
|
Q3 2023
Reduced 62.62%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
18,550
shares
|
$11.1 Million
0.14% of portfolio
|
Q3 2024
Reduced 34.05%
|
|
|
Fcg Investment CO
Germantown, TN |
Jan 17, 2025 Q4 2024 |
18,455
shares
|
$11 Million
6.58% of portfolio
|
Q4 2024
Added 2139.68%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 14, 2024 Q3 2024 |
18,410
shares
|
$11 Million
0.12% of portfolio
|
Q1 2021
Reduced 13.79%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
18,387
shares
|
$11 Million
21.5% of portfolio
|
Q1 2022
Added 5.07%
|
|
|
Weil Company, Inc.
|
Nov 04, 2024 Q3 2024 |
18,350
shares
|
$11 Million
3.7% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
18,336
shares
|
$11 Million
0.16% of portfolio
|
Q3 2024
Reduced 8.56%
|
|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Jan 14, 2025 Q4 2024 |
18,298
shares
|
$10.9 Million
7.75% of portfolio
|
Q4 2024
Reduced 10.38%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 14, 2024 Q3 2024 |
18,260
shares
|
$10.9 Million
0.13% of portfolio
|
Q2 2023
Added 0.69%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
18,244
shares
|
$10.9 Million
2.68% of portfolio
|
Q3 2024
Reduced 13.59%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
18,201
shares
|
$10.9 Million
0.78% of portfolio
|
Q3 2024
Added 8.75%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
18,181
shares
|
$10.9 Million
0.31% of portfolio
|
Q1 2023
Reduced 1.9%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
18,152
shares
|
$10.8 Million
1.37% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
18,145
shares
|
$10.8 Million
0.25% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Addison Capital CO
|
Oct 17, 2024 Q3 2024 |
18,140
shares
|
$10.8 Million
4.37% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
18,094
shares
|
$10.8 Million
1.44% of portfolio
|
Q1 2023
Added 20.64%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
18,010
shares
|
$10.8 Million
2.46% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
18,000
shares
|
$10.8 Million
0.27% of portfolio
|
Q3 2024
Reduced 40.2%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
17,967
shares
|
$10.7 Million
0.26% of portfolio
|
Q3 2024
Reduced 12.14%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
17,963
shares
|
$10.7 Million
1.44% of portfolio
|
Q3 2024
Added 7.91%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
17,890
shares
|
$10.7 Million
1.6% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
17,877
shares
|
$10.7 Million
3.65% of portfolio
|
Q3 2024
Added 11.11%
|