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 |
|---|---|---|---|---|---|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
74,458
shares
|
$43.2 Million
2.77% of portfolio
|
Q3 2024
Reduced 11.26%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
74,185
shares
|
$43.1 Million
0.68% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
74,136
shares
|
$43 Million
0.22% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Aristotle Capital Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
73,766
shares
|
$42.8 Million
0.08% of portfolio
|
Q3 2024
Reduced 42.18%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Oct 07, 2024 Q3 2024 |
73,625
shares
|
$42.7 Million
10.99% of portfolio
|
Q3 2024
Added 15.24%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
72,859
shares
|
$42.3 Million
1.31% of portfolio
|
Q4 2023
New holding
|
|
|
American Asset Management Inc.
|
Oct 15, 2024 Q3 2024 |
72,780
shares
|
$42.2 Million
62.87% of portfolio
|
Q3 2024
Reduced 7.26%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Oct 15, 2024 Q3 2024 |
72,763
shares
|
$42.2 Million
6.87% of portfolio
|
Q3 2024
Reduced 9.26%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
72,671
shares
|
$42.2 Million
2.85% of portfolio
|
Q3 2024
Added 9.6%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
72,507
shares
|
$42.1 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
72,360
shares
|
$42 Million
9.86% of portfolio
|
Q4 2024
Reduced 9.69%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
72,312
shares
|
$42 Million
12.3% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Lsp Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
72,200
shares
|
$41.9 Million
21.57% of portfolio
|
Q3 2021
New holding
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2024 Q3 2024 |
72,167
shares
|
$41.9 Million
10.56% of portfolio
|
Q3 2024
Added 77.48%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
72,099
shares
|
$41.9 Million
0.44% of portfolio
|
Q2 2024
Added 0.29%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
72,060
shares
|
$41.8 Million
0.86% of portfolio
|
Q3 2024
Added 293.56%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
72,053
shares
|
$41.8 Million
10.06% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Strategic Wealth Investment Group, LLC
|
Oct 24, 2024 Q3 2024 |
71,137
shares
|
$41.3 Million
4.66% of portfolio
|
Q3 2024
Reduced 9.19%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
71,089
shares
|
$41.3 Million
2.39% of portfolio
|
Q3 2022
Added 2.09%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
71,088
shares
|
$41.3 Million
13.62% of portfolio
|
Q3 2024
Added 11.02%
|
|
|
Lazard Freres Gestion S.A.S.
|
Nov 13, 2024 Q3 2024 |
70,936
shares
|
$41.2 Million
0.86% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Cambridge Associates LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
70,742
shares
|
$41.1 Million
1.52% of portfolio
|
Q3 2024
Added 69.81%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
70,350
shares
|
$40.8 Million
1.29% of portfolio
|
Q3 2024
Added 6.93%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
69,813
shares
|
$40.5 Million
4.03% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
69,697
shares
|
$40.5 Million
1.79% of portfolio
|
Q3 2024
Reduced 15.17%
|