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 |
---|---|---|---|---|---|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
36,094
shares
|
$21.9 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
Belmont Capital, LLC
|
Nov 07, 2024 Q3 2024 |
36,067
shares
|
$21.9 Million
3.55% of portfolio
|
Q3 2024
Reduced 14.67%
|
|
Consolidated Capital Management, LLC
|
Jan 16, 2025 Q4 2024 |
35,967
shares
|
$21.9 Million
9.43% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
35,961
shares
|
$21.9 Million
1.49% of portfolio
|
Q4 2024
Added 0.33%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
35,946
shares
|
$21.9 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
35,884
shares
|
$21.8 Million
10.69% of portfolio
|
Q3 2024
Added 79.58%
|
|
Nepc LLC
Boston, MA |
Nov 18, 2024 Q3 2024 |
35,872
shares
|
$21.8 Million
0.62% of portfolio
|
Q3 2024
Added 6.91%
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
35,827
shares
|
$21.8 Million
4.65% of portfolio
|
Q3 2024
Added 19.07%
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
35,631
shares
|
$21.7 Million
8.78% of portfolio
|
Q3 2024
Reduced 18.78%
|
|
Cypress Capital, LLC
|
Nov 12, 2024 Q3 2024 |
35,569
shares
|
$21.6 Million
5.26% of portfolio
|
Q1 2022
Reduced 49.09%
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
35,400
shares
|
$21.5 Million
0.49% of portfolio
|
Q3 2024
Added 5.15%
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
35,163
shares
|
$21.4 Million
7.47% of portfolio
|
Q3 2024
Added 4.45%
|
|
Lmcg Investments, LLC
Boston, MA |
Jan 16, 2025 Q4 2024 |
35,107
shares
|
$21.3 Million
1.28% of portfolio
|
Q4 2024
Added 631.55%
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
35,093
shares
|
$21.3 Million
0.66% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Nov 13, 2024 Q3 2024 |
35,070
shares
|
$21.3 Million
7.5% of portfolio
|
Q3 2024
Added 1.46%
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
34,989
shares
|
$21.3 Million
1.31% of portfolio
|
Q3 2024
Added 9.86%
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
34,824
shares
|
$21.2 Million
7.56% of portfolio
|
Q3 2024
Added 9.82%
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 23, 2024 Q3 2024 |
34,525
shares
|
$21 Million
8.09% of portfolio
|
Q3 2024
Reduced 6.12%
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
34,510
shares
|
$21 Million
1.19% of portfolio
|
Q1 2024
Added 6802.0%
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
34,507
shares
|
$21 Million
8.25% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
Brave Asset Management Inc
|
Jan 14, 2025 Q4 2024 |
34,465
shares
|
$21 Million
6.44% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
34,393
shares
|
$20.9 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
34,369
shares
|
$20.9 Million
1.16% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
34,362
shares
|
$20.9 Million
2.4% of portfolio
|
Q3 2024
New holding
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
34,317
shares
|
$20.9 Million
4.26% of portfolio
|
Q4 2024
Reduced 3.31%
|