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 |
|---|---|---|---|---|---|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
20,313
shares
|
$12.3 Million
1.85% of portfolio
|
Q3 2024
Reduced 23.88%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
20,305
shares
|
$12.3 Million
1.23% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
20,278
shares
|
$12.3 Million
2.07% of portfolio
|
Q4 2024
Reduced 8.71%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 15, 2025 Q4 2024 |
20,205
shares
|
$12.3 Million
4.06% of portfolio
|
Q4 2024
Added 12.69%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
20,192
shares
|
$12.3 Million
1.14% of portfolio
|
Q3 2024
Reduced 27.75%
|
|
|
Highview Capital Management LLC
|
Oct 25, 2024 Q3 2024 |
20,092
shares
|
$12.2 Million
4.76% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Oct 29, 2024 Q3 2024 |
20,046
shares
|
$12.2 Million
8.73% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
20,036
shares
|
$12.2 Million
3.6% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Precept Management LLC
Dallas, TX |
Nov 14, 2023 Q3 2023 |
20,000
shares
|
$12.2 Million
6.83% of portfolio
|
Q2 2023
Reduced 54.55%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
19,958
shares
|
$12.1 Million
2.4% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
19,958
shares
|
$12.1 Million
0.19% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
19,933
shares
|
$12.1 Million
2.02% of portfolio
|
Q3 2024
Added 17.9%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
19,860
shares
|
$12.1 Million
1.2% of portfolio
|
Q3 2024
Added 12.13%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
19,806
shares
|
$12 Million
0.01% of portfolio
|
Q4 2023
Reduced 40.81%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
19,802
shares
|
$12 Million
5.24% of portfolio
|
Q3 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
19,793
shares
|
$12 Million
1.02% of portfolio
|
Q3 2024
Reduced 55.16%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Nov 14, 2024 Q3 2024 |
19,737
shares
|
$12 Million
10.49% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
19,640
shares
|
$11.9 Million
0.76% of portfolio
|
Q3 2024
Added 7.55%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 14, 2025 Q4 2024 |
19,632
shares
|
$11.9 Million
1.94% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Boxwood Ventures, Inc.
|
Nov 14, 2024 Q3 2024 |
19,549
shares
|
$11.9 Million
17.54% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
19,498
shares
|
$11.9 Million
3.78% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Cordant, Inc.
Portland, OR |
Jan 14, 2025 Q4 2024 |
19,496
shares
|
$11.9 Million
6.01% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
19,475
shares
|
$11.8 Million
1.59% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jan 17, 2025 Q4 2024 |
19,466
shares
|
$11.8 Million
10.19% of portfolio
|
Q4 2024
Reduced 12.34%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
19,443
shares
|
$11.8 Million
1.6% of portfolio
|
Q4 2024
Added 5.63%
|