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 |
|---|---|---|---|---|---|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
16,854
shares
|
$10.1 Million
3.22% of portfolio
|
Q4 2024
Added 43.0%
|
|
|
Cfm Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
16,838
shares
|
$10.1 Million
1.7% of portfolio
|
Q3 2024
Added 39.23%
|
|
|
Deltec Asset Management LLC
|
Oct 25, 2024 Q3 2024 |
16,838
shares
|
$10.1 Million
2.02% of portfolio
|
Q3 2024
Reduced 12.32%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
16,829
shares
|
$10.1 Million
7.7% of portfolio
|
Q4 2024
Added 9.61%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
16,809
shares
|
$10 Million
1.6% of portfolio
|
Q1 2023
Reduced 1.0%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Jan 16, 2025 Q4 2024 |
16,762
shares
|
$10 Million
8.36% of portfolio
|
Q4 2024
Added 10.36%
|
|
|
Cowen And Company, LLC
|
Nov 12, 2024 Q3 2024 |
16,760
shares
|
$10 Million
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
16,718
shares
|
$9.99 Million
1.6% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
16,706
shares
|
$9.98 Million
1.09% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Paragon Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
16,687
shares
|
$9.97 Million
2.04% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
16,678
shares
|
$9.97 Million
1.77% of portfolio
|
Q2 2022
Added 0.02%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
16,674
shares
|
$9.96 Million
1.02% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
16,657
shares
|
$9.95 Million
0.34% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
16,634
shares
|
$9.94 Million
1.06% of portfolio
|
Q3 2024
Added 36.56%
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
16,598
shares
|
$9.92 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
16,597
shares
|
$9.92 Million
1.21% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
16,586
shares
|
$9.91 Million
0.56% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
16,584
shares
|
$9.91 Million
2.34% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Iron Bridge Private Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
16,577
shares
|
$9.91 Million
3.74% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Oct 23, 2024 Q3 2024 |
16,568
shares
|
$9.9 Million
2.18% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
16,565
shares
|
$9.9 Million
0.46% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
16,539
shares
|
$9.88 Million
4.09% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Autumn Glory Partners, LLC
|
Oct 24, 2024 Q3 2024 |
16,480
shares
|
$9.85 Million
3.69% of portfolio
|
Q3 2024
Added 23.17%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
16,395
shares
|
$9.8 Million
0.45% of portfolio
|
Q2 2022
Added 1.12%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
16,394
shares
|
$9.8 Million
3.73% of portfolio
|
Q3 2024
Reduced 4.97%
|