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 4,561 institutions that hold shares in the stock, with a total of 579 Million shares, which have been reported (via 13F filing form) to have a value of $336 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Aua Capital Management, LLC
Camp Hill, PA |
Oct 16, 2024 Q3 2024 |
82,105
shares
|
$47.7 Million
27.31% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
Sal Trading, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
81,899
shares
|
$47.5 Million
93.35% of portfolio
|
Q1 2024
New holding
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
81,738
shares
|
$47.4 Million
5.55% of portfolio
|
Q2 2023
Added 221.3%
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
81,552
shares
|
$47.3 Million
0.62% of portfolio
|
Q3 2024
Added 28.0%
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
81,420
shares
|
$47.3 Million
11.83% of portfolio
|
Q3 2024
Added 52.8%
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
81,337
shares
|
$47.2 Million
3.94% of portfolio
|
Q3 2024
Added 0.94%
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
80,571
shares
|
$46.8 Million
9.69% of portfolio
|
Q3 2024
Added 13487.02%
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
79,586
shares
|
$46.2 Million
1.35% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
79,531
shares
|
$46.2 Million
34.84% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
79,386
shares
|
$46.1 Million
6.11% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
78,375
shares
|
$45.5 Million
3.22% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
77,643
shares
|
$45.1 Million
2.23% of portfolio
|
Q3 2024
Reduced 13.11%
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
77,379
shares
|
$44.9 Million
1.33% of portfolio
|
Q3 2024
Reduced 11.01%
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
76,978
shares
|
$44.7 Million
7.48% of portfolio
|
Q4 2022
Added 1.26%
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
76,965
shares
|
$44.7 Million
3.59% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
Farmers Trust CO
|
Jan 08, 2025 Q4 2024 |
76,754
shares
|
$44.6 Million
8.6% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
76,339
shares
|
$44.3 Million
8.38% of portfolio
|
Q3 2024
Added 154.22%
|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
76,093
shares
|
$44.2 Million
1.76% of portfolio
|
Q3 2024
Added 44.59%
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
75,941
shares
|
$44.1 Million
1.83% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
Center Star Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
75,352
shares
|
$43.7 Million
68.14% of portfolio
|
Q3 2024
Added 41.5%
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2024 Q3 2024 |
75,231
shares
|
$43.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 17.16%
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
74,993
shares
|
$43.5 Million
1.08% of portfolio
|
Q3 2024
Added 2.04%
|
|
Yousif Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
74,863
shares
|
$43.5 Million
0.48% of portfolio
|
Q3 2024
Reduced 6.88%
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
74,703
shares
|
$43.4 Million
9.88% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
74,507
shares
|
$43.3 Million
0.04% of portfolio
|
Q3 2022
Reduced 10.05%
|