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 |
|---|---|---|---|---|---|
|
Parker Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
102,126
shares
|
$59.3 Million
9.48% of portfolio
|
Q3 2024
Added 1329.14%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
101,989
shares
|
$59.2 Million
4.2% of portfolio
|
Q3 2021
Added 0.77%
|
|
|
Dean, Jacobson Financial Services, LLC
|
Oct 24, 2024 Q3 2024 |
100,264
shares
|
$58.2 Million
43.23% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
100,204
shares
|
$58.2 Million
0.72% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Westpark Management, LLC
|
Oct 24, 2022 Q3 2022 |
100,000
shares
|
$58 Million
52.4% of portfolio
|
Q4 2021
New holding
|
|
|
Iridian Asset Management LLC
|
Oct 25, 2024 Q3 2024 |
100,000
shares
|
$58 Million
12.86% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Ally Financial Inc.
Detroit, MI |
Nov 13, 2024 Q3 2024 |
100,000
shares
|
$58 Million
7.05% of portfolio
|
Q3 2024
Added 400.0%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
99,955
shares
|
$58 Million
2.24% of portfolio
|
Q3 2024
Reduced 8.71%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
99,005
shares
|
$57.5 Million
0.64% of portfolio
|
Q3 2023
Added 8.43%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
98,977
shares
|
$57.5 Million
0.11% of portfolio
|
Q3 2024
Added 16.83%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
98,772
shares
|
$57.3 Million
3.55% of portfolio
|
Q2 2024
Reduced 23.73%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
98,396
shares
|
$57.1 Million
6.35% of portfolio
|
Q3 2022
Added 1.06%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
98,374
shares
|
$57.1 Million
1.74% of portfolio
|
Q3 2024
Reduced 12.58%
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
98,361
shares
|
$57.1 Million
0.25% of portfolio
|
Q3 2024
Reduced 94.8%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
98,178
shares
|
$57 Million
0.47% of portfolio
|
Q3 2024
Added 7.82%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
97,838
shares
|
$56.8 Million
0.41% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
97,766
shares
|
$56.8 Million
6.53% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Allstate Corp
Northbrook, IL |
Nov 14, 2024 Q3 2024 |
96,695
shares
|
$56.1 Million
5.46% of portfolio
|
Q3 2024
Reduced 12.63%
|
|
|
Bank Hapoalim Bm
|
Oct 28, 2024 Q3 2024 |
96,611
shares
|
$56.1 Million
8.4% of portfolio
|
Q3 2024
Added 7.77%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 06, 2025 Q4 2024 |
96,603
shares
|
$56.1 Million
22.49% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
96,421
shares
|
$56 Million
8.02% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
95,786
shares
|
$55.6 Million
0.0% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
95,724
shares
|
$55.6 Million
10.19% of portfolio
|
Q2 2023
Added 6.67%
|
|
|
Caas Capital Management LP
New York, NY |
Oct 28, 2024 Q3 2024 |
95,659
shares
|
$55.5 Million
6.57% of portfolio
|
Q3 2024
New holding
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
95,327
shares
|
$55.3 Million
8.05% of portfolio
|
Q3 2024
Added 1.79%
|