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 |
|---|---|---|---|---|---|
|
Roger Wittlin Investment Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
15,672
shares
|
$9.37 Million
5.25% of portfolio
|
Q3 2024
Added 28.32%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
15,663
shares
|
$9.36 Million
0.17% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
15,662
shares
|
$9.36 Million
3.36% of portfolio
|
Q2 2022
Reduced 22.23%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
15,655
shares
|
$9.36 Million
0.33% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
15,614
shares
|
$9.33 Million
8.55% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
15,545
shares
|
$9.29 Million
2.65% of portfolio
|
Q3 2024
Added 7.94%
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
15,533
shares
|
$9.28 Million
1.12% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Jan 14, 2025 Q4 2024 |
15,531
shares
|
$9.28 Million
9.41% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
15,526
shares
|
$9.28 Million
0.65% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
Nov 12, 2024 Q3 2024 |
15,515
shares
|
$9.27 Million
0.99% of portfolio
|
Q3 2024
New holding
|
|
|
Goelzer Investment Management, Inc.
|
Oct 04, 2024 Q3 2024 |
15,482
shares
|
$9.25 Million
0.49% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 04, 2024 Q3 2024 |
15,474
shares
|
$9.25 Million
5.98% of portfolio
|
Q3 2024
Added 6.12%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2024 Q3 2024 |
15,441
shares
|
$9.23 Million
3.12% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
15,421
shares
|
$9.22 Million
1.71% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
15,421
shares
|
$9.22 Million
2.6% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
15,417
shares
|
$9.21 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
15,406
shares
|
$9.21 Million
1.09% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Enterprise Bank & Trust CO
|
Jan 13, 2025 Q4 2024 |
15,390
shares
|
$9.2 Million
2.99% of portfolio
|
Q4 2024
Added 12.2%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Nov 05, 2024 Q3 2024 |
15,381
shares
|
$9.19 Million
5.1% of portfolio
|
Q3 2024
Reduced 6.83%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2024 Q3 2024 |
15,348
shares
|
$9.17 Million
0.97% of portfolio
|
Q3 2024
Added 48.78%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
15,348
shares
|
$9.17 Million
0.96% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
15,326
shares
|
$9.16 Million
5.59% of portfolio
|
Q2 2023
Added 0.22%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Nov 14, 2024 Q3 2024 |
15,298
shares
|
$9.14 Million
0.05% of portfolio
|
Q3 2024
Reduced 25.79%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Oct 09, 2024 Q3 2024 |
15,213
shares
|
$9.09 Million
2.32% of portfolio
|
Q3 2024
Added 8.08%
|
|
|
Rb Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
15,188
shares
|
$9.08 Million
2.14% of portfolio
|
Q3 2024
Added 1.97%
|