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 4,618 institutions that hold shares in the stock, with a total of 577 Million shares, which have been reported (via 13F filing form) to have a value of $351 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Horizon Kinetics Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
1,646
shares
|
$1 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Unison Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
1,645
shares
|
$1 Million
0.45% of portfolio
|
Q1 2024
Added 29.22%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
1,645
shares
|
$1 Million
0.41% of portfolio
|
Q3 2024
Added 39.05%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
1,644
shares
|
$999,502
0.03% of portfolio
|
Q3 2024
Added 4.98%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
1,641
shares
|
$997,678
1.15% of portfolio
|
Q4 2023
Reduced 33.08%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Nov 04, 2024 Q3 2024 |
1,641
shares
|
$997,678
0.51% of portfolio
|
Q1 2024
Added 48.91%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 28, 2024 Q3 2024 |
1,637
shares
|
$995,246
0.61% of portfolio
|
Q3 2024
Reduced 13.61%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
1,636
shares
|
$994,638
0.62% of portfolio
|
Q1 2024
Reduced 69.14%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
1,635
shares
|
$994,030
0.71% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,634
shares
|
$993,422
0.11% of portfolio
|
Q3 2024
Reduced 12.43%
|
|
|
Signet Investment Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
1,632
shares
|
$992,207
0.47% of portfolio
|
Q3 2024
Added 89.55%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
1,632
shares
|
$992,207
0.85% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Hwg Holdings LP
Houston, TX |
Oct 23, 2024 Q3 2024 |
1,631
shares
|
$991,599
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Callahan Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
1,629
shares
|
$990,383
0.09% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
626 Financial, LLC
|
Jan 14, 2025 Q4 2024 |
1,627
shares
|
$989,167
0.53% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
1,627
shares
|
$989,167
0.11% of portfolio
|
Q4 2022
Reduced 0.12%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
1,626
shares
|
$988,559
0.76% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
1,623
shares
|
$986,735
0.71% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 13, 2024 Q3 2024 |
1,618
shares
|
$983,695
0.22% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
1,618
shares
|
$983,695
0.34% of portfolio
|
Q3 2024
Added 14.83%
|
|
|
Noked Capital LTD
Tel Aviv, L3 |
Nov 14, 2022 Q3 2022 |
1,615
shares
|
$981,871
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Dentgroup LLC
|
Jan 03, 2025 Q4 2024 |
1,612
shares
|
$980,047
0.77% of portfolio
|
Q4 2024
Added 23.52%
|
|
|
Ls Investment Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
1,608
shares
|
$977,615
0.15% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
1,607
shares
|
$977,007
0.57% of portfolio
|
Q2 2023
Added 11.75%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
1,607
shares
|
$977,007
0.98% of portfolio
|
Q3 2024
Added 32.26%
|