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 |
|---|---|---|---|---|---|
|
Shulman De Meo Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
394,778
shares
|
$233 Million
55.77% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
394,236
shares
|
$233 Million
18.36% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
392,321
shares
|
$232 Million
9.5% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Berkshire Money Management, Inc.
|
Oct 16, 2024 Q3 2024 |
389,837
shares
|
$230 Million
28.23% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Belvedere Trading LLC
|
Nov 01, 2024 Q3 2024 |
387,671
shares
|
$229 Million
0.3% of portfolio
|
Q2 2024
Added 57.64%
|
|
|
B&D White Capital Company, LLC
|
Nov 08, 2024 Q3 2024 |
387,377
shares
|
$229 Million
38.35% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
White Mountains Insurance Group LTD
Hanover, NH |
Nov 12, 2024 Q3 2024 |
383,146
shares
|
$226 Million
40.47% of portfolio
|
Q2 2024
Added 32.19%
|
|
|
Connable Office Inc
|
Nov 06, 2024 Q3 2024 |
382,258
shares
|
$226 Million
22.36% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
378,685
shares
|
$224 Million
5.61% of portfolio
|
Q3 2024
Added 9.83%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 14, 2024 Q3 2024 |
376,240
shares
|
$222 Million
2.31% of portfolio
|
Q3 2024
Added 25.25%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
371,684
shares
|
$219 Million
4.83% of portfolio
|
Q1 2024
Reduced 0.9%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
371,251
shares
|
$219 Million
3.54% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
366,135
shares
|
$216 Million
5.71% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
364,233
shares
|
$215 Million
1.4% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
363,168
shares
|
$214 Million
0.78% of portfolio
|
Q3 2024
Reduced 21.99%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
355,412
shares
|
$210 Million
3.78% of portfolio
|
Q3 2024
Added 216.67%
|
|
|
Teramo Advisors, LLC
Naples, FL |
Nov 01, 2024 Q3 2024 |
355,000
shares
|
$210 Million
66.15% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
353,077
shares
|
$208 Million
15.68% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Oct 15, 2024 Q3 2024 |
352,574
shares
|
$208 Million
64.56% of portfolio
|
Q3 2024
Added 15.52%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
351,411
shares
|
$208 Million
2.97% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Minot Capital, LP
Boulder, CO |
Nov 13, 2024 Q3 2024 |
348,761
shares
|
$206 Million
56.66% of portfolio
|
Q3 2024
Added 100.35%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
348,520
shares
|
$206 Million
5.75% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Juniper Hill Capital Management LP
Menlo Park, CA |
Oct 28, 2024 Q3 2024 |
345,637
shares
|
$204 Million
45.53% of portfolio
|
Q4 2023
Added 153.96%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
345,015
shares
|
$204 Million
0.55% of portfolio
|
Q2 2023
Reduced 1.9%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
342,124
shares
|
$202 Million
5.61% of portfolio
|
Q3 2024
Added 13.11%
|