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 |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
16,391
shares
|
$9.79 Million
0.54% of portfolio
|
Q3 2024
Reduced 8.71%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
16,243
shares
|
$9.71 Million
0.75% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Codex Capital, L.L.C.
New York, NY |
May 07, 2024 Q1 2024 |
16,220
shares
|
$9.69 Million
4.14% of portfolio
|
Q2 2021
Added 2.01%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
16,209
shares
|
$9.69 Million
3.21% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
16,193
shares
|
$9.68 Million
0.8% of portfolio
|
Q3 2024
Added 21.44%
|
|
|
Edgewood Management LLC
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
16,161
shares
|
$9.66 Million
0.03% of portfolio
|
Q3 2024
Reduced 49.17%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
16,140
shares
|
$9.64 Million
0.89% of portfolio
|
Q3 2024
Reduced 90.69%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
16,122
shares
|
$9.63 Million
0.26% of portfolio
|
Q3 2024
Reduced 64.04%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
16,103
shares
|
$9.62 Million
1.07% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
16,072
shares
|
$9.6 Million
1.0% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Gen Wealth Group, Inc.
|
Jan 15, 2025 Q4 2024 |
16,053
shares
|
$9.59 Million
2.16% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2024 Q3 2024 |
16,028
shares
|
$9.58 Million
0.04% of portfolio
|
Q3 2024
Added 934.73%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
16,008
shares
|
$9.57 Million
0.5% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
16,008
shares
|
$9.57 Million
0.62% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
15,999
shares
|
$9.56 Million
0.27% of portfolio
|
Q3 2024
Added 63.2%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
15,985
shares
|
$9.55 Million
7.05% of portfolio
|
Q3 2022
Added 1.89%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
15,980
shares
|
$9.55 Million
0.21% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Watershed Asset Management, L.L.C.
|
Feb 02, 2024 Q4 2023 |
15,946
shares
|
$9.53 Million
8.88% of portfolio
|
Q4 2023
Added 14.67%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
15,940
shares
|
$9.53 Million
7.38% of portfolio
|
Q2 2022
Reduced 2.06%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Oct 28, 2024 Q3 2024 |
15,879
shares
|
$9.49 Million
5.45% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Nov 12, 2024 Q3 2024 |
15,879
shares
|
$9.49 Million
0.47% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
15,863
shares
|
$9.48 Million
3.67% of portfolio
|
Q4 2024
Reduced 5.02%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
15,778
shares
|
$9.43 Million
1.65% of portfolio
|
Q3 2024
Reduced 11.5%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
15,746
shares
|
$9.41 Million
1.66% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
15,724
shares
|
$9.4 Million
1.77% of portfolio
|
Q3 2024
Added 105.44%
|