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 |
|---|---|---|---|---|---|
|
Solitude Financial Services
|
Oct 30, 2024 Q3 2024 |
61,755
shares
|
$37.5 Million
15.13% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
61,719
shares
|
$37.5 Million
3.66% of portfolio
|
Q4 2024
Added 9.33%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
61,675
shares
|
$37.5 Million
1.91% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
61,572
shares
|
$37.4 Million
7.83% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Ninepoint Partners LP
|
Nov 07, 2024 Q3 2024 |
61,000
shares
|
$37.1 Million
5.45% of portfolio
|
Q3 2024
Reduced 7.29%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
60,869
shares
|
$37 Million
1.3% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
60,857
shares
|
$37 Million
0.6% of portfolio
|
Q3 2024
Reduced 24.83%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
60,539
shares
|
$36.8 Million
10.17% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Washburn Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
60,236
shares
|
$36.6 Million
24.77% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
60,109
shares
|
$36.5 Million
0.48% of portfolio
|
Q3 2024
Added 14.07%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
60,055
shares
|
$36.5 Million
4.0% of portfolio
|
Q4 2024
Added 75.0%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
59,934
shares
|
$36.4 Million
5.81% of portfolio
|
Q2 2022
Added 4.89%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
59,900
shares
|
$36.4 Million
0.05% of portfolio
|
Q3 2024
Added 22.24%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
59,699
shares
|
$36.3 Million
19.22% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
59,539
shares
|
$36.2 Million
9.04% of portfolio
|
Q4 2022
Reduced 39.61%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
59,489
shares
|
$36.2 Million
1.3% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Barings LLC
|
Nov 13, 2024 Q3 2024 |
59,418
shares
|
$36.1 Million
0.84% of portfolio
|
Q3 2024
Reduced 51.84%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2024 Q3 2024 |
58,818
shares
|
$35.8 Million
1.07% of portfolio
|
Q3 2024
Reduced 27.13%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
58,487
shares
|
$35.6 Million
9.59% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
58,481
shares
|
$35.6 Million
1.03% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
58,309
shares
|
$35.5 Million
1.61% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
57,946
shares
|
$35.2 Million
3.22% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
57,901
shares
|
$35.2 Million
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
57,800
shares
|
$35.1 Million
3.93% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jan 23, 2025 Q4 2024 |
57,793
shares
|
$35.1 Million
15.55% of portfolio
|
Q4 2024
Reduced 4.39%
|