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 |
|---|---|---|---|---|---|
|
First National Bank Of Omaha
Omaha, NE |
Nov 15, 2024 Q3 2024 |
13,367
shares
|
$7.99 Million
0.52% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
13,361
shares
|
$7.98 Million
2.18% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
13,356
shares
|
$7.98 Million
1.88% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 01, 2024 Q3 2024 |
13,291
shares
|
$7.94 Million
2.54% of portfolio
|
Q3 2024
Reduced 7.32%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
13,281
shares
|
$7.94 Million
0.31% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,279
shares
|
$7.94 Million
0.54% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
13,259
shares
|
$7.92 Million
3.44% of portfolio
|
Q3 2024
Added 16.54%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
13,247
shares
|
$7.92 Million
0.72% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Oct 21, 2024 Q3 2024 |
13,200
shares
|
$7.89 Million
0.31% of portfolio
|
Q3 2024
Added 74.28%
|
|
|
Point72 Europe (London) LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
13,200
shares
|
$7.89 Million
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Ndwm LLC
La Jolla, CA |
Oct 22, 2024 Q3 2024 |
13,191
shares
|
$7.88 Million
6.24% of portfolio
|
Q3 2024
Added 98.84%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
13,190
shares
|
$7.88 Million
4.39% of portfolio
|
Q2 2024
Reduced 31.53%
|
|
|
Iowa State Bank
|
Jan 06, 2025 Q4 2024 |
13,152
shares
|
$7.86 Million
1.62% of portfolio
|
Q4 2024
Reduced 7.26%
|
|
|
Clear Street Derivatives LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,148
shares
|
$7.86 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
13,114
shares
|
$7.84 Million
0.3% of portfolio
|
Q3 2022
Added 2.9%
|
|
|
Abner Herrman & Brock LLC
|
Oct 08, 2024 Q3 2024 |
13,092
shares
|
$7.82 Million
0.91% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
13,045
shares
|
$7.8 Million
0.84% of portfolio
|
Q3 2024
Reduced 91.72%
|
|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
13,031
shares
|
$7.79 Million
4.11% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
13,025
shares
|
$7.78 Million
0.6% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
12,990
shares
|
$7.76 Million
2.81% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,979
shares
|
$7.76 Million
0.02% of portfolio
|
Q3 2024
Added 30.13%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Jan 10, 2025 Q3 2024 |
12,975
shares
|
$7.75 Million
3.84% of portfolio
|
Q3 2024
Added 8.23%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
12,937
shares
|
$7.73 Million
0.58% of portfolio
|
Q2 2022
Added 19.89%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
12,902
shares
|
$7.71 Million
1.02% of portfolio
|
Q3 2024
Reduced 26.76%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
12,894
shares
|
$7.71 Million
3.84% of portfolio
|
Q2 2024
Reduced 7.16%
|