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 4,542 institutions that hold shares in the stock, with a total of 592 Million shares, which have been reported (via 13F filing form) to have a value of $350 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Welch Capital Partners LLC
Brooklyn, NY |
Nov 12, 2024 Q3 2024 |
214,625
shares
|
$127 Million
27.52% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
211,894
shares
|
$125 Million
5.1% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
211,367
shares
|
$125 Million
3.24% of portfolio
|
Q3 2022
Added 3.7%
|
|
|
Saudi Central Bank
Riyadh, T0 |
Nov 13, 2024 Q3 2024 |
210,000
shares
|
$124 Million
11.66% of portfolio
|
Q4 2023
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
208,961
shares
|
$123 Million
1.75% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
208,389
shares
|
$123 Million
14.12% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
207,860
shares
|
$123 Million
0.1% of portfolio
|
Q3 2024
Reduced 6.83%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
207,653
shares
|
$123 Million
8.1% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
206,924
shares
|
$122 Million
3.32% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Southern Farm Bureau Life Insurance
|
Oct 18, 2024 Q3 2024 |
206,768
shares
|
$122 Million
18.65% of portfolio
|
Q1 2024
Reduced 12.54%
|
|
|
Little Harbor Advisors, LLC
|
Aug 14, 2024 Q2 2024 |
206,761
shares
|
$122 Million
72.67% of portfolio
|
Q2 2024
Added 0.62%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
205,277
shares
|
$121 Million
3.1% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Cv Advisors LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
204,587
shares
|
$121 Million
56.54% of portfolio
|
Q3 2024
Added 8.96%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
203,538
shares
|
$120 Million
1.73% of portfolio
|
Q3 2024
Added 5.8%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
202,623
shares
|
$120 Million
5.9% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
202,517
shares
|
$120 Million
2.34% of portfolio
|
Q3 2024
Added 8.23%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
202,049
shares
|
$119 Million
14.04% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Benin Management Corp
|
Oct 21, 2024 Q3 2024 |
202,008
shares
|
$119 Million
32.73% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
201,032
shares
|
$119 Million
1.83% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
198,464
shares
|
$117 Million
12.97% of portfolio
|
Q2 2024
Added 2.49%
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
Nov 14, 2024 Q3 2024 |
196,910
shares
|
$116 Million
31.13% of portfolio
|
Q3 2024
Reduced 31.49%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Aug 09, 2024 Q2 2024 |
196,403
shares
|
$116 Million
3.59% of portfolio
|
Q2 2024
Reduced 1.69%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
195,666
shares
|
$116 Million
3.44% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
195,044
shares
|
$115 Million
2.06% of portfolio
|
Q3 2024
Added 15.26%
|
|
|
Bizma Investimentos Ltda
Sao Paulo, D5 |
Nov 14, 2024 Q3 2024 |
194,400
shares
|
$115 Million
43.04% of portfolio
|
Q2 2024
Reduced 4.89%
|