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 |
|---|---|---|---|---|---|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
239
shares
|
$138,737
0.0% of portfolio
|
Q3 2024
Added 55.19%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
235
shares
|
$136,415
0.07% of portfolio
|
Q3 2024
Reduced 11.99%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
233
shares
|
$135,254
0.04% of portfolio
|
Q3 2024
Added 10.95%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
232
shares
|
$134,673
0.05% of portfolio
|
Q1 2024
Added 110.91%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
231
shares
|
$134,093
0.06% of portfolio
|
Q3 2024
Reduced 7.97%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
229
shares
|
$132,932
0.09% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 30, 2024 Q3 2024 |
227
shares
|
$131,771
0.1% of portfolio
|
Q2 2024
Reduced 29.94%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Oct 25, 2024 Q3 2024 |
220
shares
|
$127,707
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cadent Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
218
shares
|
$126,546
0.04% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
213
shares
|
$123,644
0.06% of portfolio
|
Q1 2024
Reduced 57.82%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
212
shares
|
$123,063
0.06% of portfolio
|
Q2 2023
Reduced 1.4%
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
210
shares
|
$121,902
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Donald L. Hagan, LLC
|
Oct 30, 2024 Q3 2024 |
203
shares
|
$117,839
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
202
shares
|
$117,258
0.03% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
Brown Shipley& CO LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
202
shares
|
$117,258
0.06% of portfolio
|
Q2 2024
Reduced 97.56%
|
|
|
Oakhurst Advisors,Llc
Los Angeles, CA |
Feb 14, 2023 Q4 2022 |
200
shares
|
$116,098
0.36% of portfolio
|
Q4 2022
New holding
|
|
|
Shay Capital LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
200
shares
|
$116,098
0.02% of portfolio
|
Q3 2024
Reduced 95.0%
|
|
|
Horrell Capital Management, Inc.
|
Oct 25, 2024 Q3 2024 |
190
shares
|
$110,293
0.03% of portfolio
|
Q2 2024
Added 3.83%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
190
shares
|
$110,293
0.09% of portfolio
|
Q3 2024
Reduced 92.1%
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
179
shares
|
$103,907
0.06% of portfolio
|
Q1 2023
Reduced 5.79%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
179
shares
|
$103,907
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
178
shares
|
$103,327
0.02% of portfolio
|
Q3 2023
Reduced 7.77%
|
|
|
Perkins Coie Trust CO
|
Oct 08, 2024 Q3 2024 |
169
shares
|
$98,102
0.02% of portfolio
|
Q4 2023
Reduced 66.73%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
168
shares
|
$97,522
0.03% of portfolio
|
Q2 2024
Reduced 5.62%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
168
shares
|
$97,522
0.07% of portfolio
|
Q3 2024
Added 64.71%
|