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 |
|---|---|---|---|---|---|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
27,640
shares
|
$16.8 Million
6.37% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Founders Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
27,633
shares
|
$16.8 Million
2.86% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
27,582
shares
|
$16.8 Million
13.36% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
27,534
shares
|
$16.7 Million
5.36% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
27,452
shares
|
$16.7 Million
0.23% of portfolio
|
Q3 2024
Added 13356.86%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
27,409
shares
|
$16.7 Million
1.74% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 05, 2024 Q3 2024 |
27,391
shares
|
$16.7 Million
6.56% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
27,292
shares
|
$16.6 Million
1.08% of portfolio
|
Q3 2024
Reduced 21.69%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
27,250
shares
|
$16.6 Million
5.09% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Simpli Fi, Inc.
|
Jan 23, 2025 Q4 2024 |
27,242
shares
|
$16.6 Million
7.4% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
27,223
shares
|
$16.6 Million
1.0% of portfolio
|
Q4 2023
Added 41.98%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
27,183
shares
|
$16.5 Million
0.34% of portfolio
|
Q3 2024
Added 7.6%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
27,175
shares
|
$16.5 Million
2.02% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
27,156
shares
|
$16.5 Million
1.32% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
27,126
shares
|
$16.5 Million
14.65% of portfolio
|
Q3 2024
Reduced 19.27%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
27,104
shares
|
$16.5 Million
1.0% of portfolio
|
Q3 2024
Reduced 16.02%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
27,088
shares
|
$16.5 Million
5.34% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
27,067
shares
|
$16.5 Million
1.86% of portfolio
|
Q4 2024
Added 14.74%
|
|
|
Atlas Financial Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
27,032
shares
|
$16.4 Million
25.61% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
26,996
shares
|
$16.4 Million
1.07% of portfolio
|
Q3 2024
Added 6.07%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
26,935
shares
|
$16.4 Million
2.13% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
26,906
shares
|
$16.4 Million
3.46% of portfolio
|
Q3 2020
Added 1.49%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
26,862
shares
|
$16.3 Million
3.07% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
26,862
shares
|
$16.3 Million
1.04% of portfolio
|
Q3 2024
Added 54.55%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
26,843
shares
|
$16.3 Million
2.69% of portfolio
|
Q3 2024
Reduced 1.37%
|