SPDR S&P 500 ETF TRUST - TR UNIT (SPY)

CUSIP: 78462F103

Q4 2013 13F Holders as of 31 Dec 2013

Type / Class
Equity / TR UNIT
Total 13F shares
747,313,723
Share change
+1,045,330
Total reported value
$137,847,363,833
Put/Call ratio
141%
Price per share
$184.69
Number of holders
1,205
Value change
+$198,456,797
Number of buys
20
Number of sells
16

Quarterly Holders Quick Answers

What is CUSIP 78462F103?
CUSIP 78462F103 identifies SPY - SPDR S&P 500 ETF TRUST - TR UNIT in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

Top shareholders of SPY - SPDR S&P 500 ETF TRUST - TR UNIT (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
WELLS FARGO & COMPANY/MN
13F
Company
class O/S missing
7,220,420
$1,213,102,000 30 Sep 2013
13F
BANK OF MONTREAL /CAN/
13F
Company
class O/S missing
4,573,376
$768,373,000 30 Sep 2013
13F
ASSETMARK, INC
13F
Company
class O/S missing
4,397,750
$738,866,000 30 Sep 2013
13F
Veritable, L.P.
13F
Company
class O/S missing
3,057,454
$513,683,000 30 Sep 2013
13F
AIA Singapore Private Ltd
13F
Company
class O/S missing
749,578
$126,146,000 30 Sep 2013
13F
TOKIO MARINE & NICHIDO FIRE INSURANCE CO., LTD
13F
Company
class O/S missing
687,000
$115,423,000 30 Sep 2013
13F
Asset Management One Co., Ltd.
13F
Company
class O/S missing
669,100
$113,044,000 30 Sep 2013
13F
LAZARD ASSET MANAGEMENT LLC
13F
Company
class O/S missing
655,022
$110,109,000 30 Sep 2013
13F
Sanders Capital, LLC
13F
Company
class O/S missing
509,210
$85,598,000 30 Sep 2013
13F
Retirement Systems of Alabama
13F
Company
class O/S missing
424,059
$71,284,000 30 Sep 2013
13F
AIA Group Ltd
13F
Company
class O/S missing
414,600
$69,773,000 30 Sep 2013
13F
Apollo Management Holdings, L.P.
13F
Company
class O/S missing
325,000
$54,603,000 30 Sep 2013
13F
Orion Porfolio Solutions, LLC
13F
Company
class O/S missing
214,200
$35,987,000 30 Sep 2013
13F
Employees Provident Fund Board
13F
Company
class O/S missing
200,000
$33,620,000 30 Sep 2013
13F
MUFG Americas Holdings Corp
13F
Company
class O/S missing
188,015
$31,588,000 30 Sep 2013
13F
Wind River Trust Co
13F
Company
class O/S missing
162,421
$27,290,000 30 Sep 2013
13F
PineBridge Investments, L.P.
13F
Company
class O/S missing
156,690
$26,339,000 30 Sep 2013
13F
Berkshire Money Management, Inc.
13F
Company
class O/S missing
149,471
$25,113,000 30 Sep 2013
13F
Elite Wealth Management, Inc.
13F
Company
class O/S missing
128,248
$21,547,000 30 Sep 2013
13F
SECURIAN ASSET MANAGEMENT, INC
13F
Company
class O/S missing
106,011
$17,811,000 30 Sep 2013
13F
Twin Tree Management, LP
13F
Company
class O/S missing
92,755
$15,584,000 30 Sep 2013
13F
VECTOR WEALTH MANAGEMENT, LLC
13F
Company
class O/S missing
71,829
$12,068,000 30 Sep 2013
13F
Tortoise Investment Management, LLC
13F
Company
class O/S missing
47,339
$7,953,000 30 Sep 2013
13F
Marathon Trading Investment Management LLC
13F
Company
class O/S missing
43,043
$7,236,000 30 Sep 2013
13F
Marquette Asset Management, LLC
13F
Company
class O/S missing
33,386
$5,609,000 30 Sep 2013
13F
Joel Isaacson & Co., LLC
13F
Company
class O/S missing
27,281
$4,584,000 30 Sep 2013
13F
MCF Advisors LLC
13F
Company
class O/S missing
19,359
$3,620,000 30 Sep 2013
13F
Capital Analysts, LLC
13F
Company
class O/S missing
16,503
$2,772,806 30 Sep 2013
13F
Goldstein Munger & Associates
13F
Company
class O/S missing
12,867
$2,162,000 30 Sep 2013
13F
Citizens Business Bank
13F
Company
class O/S missing
11,998
$2,016,000 30 Sep 2013
13F
Zhang Financial LLC
13F
Company
class O/S missing
9,889
$1,661,000 30 Sep 2013
13F
NWAM LLC
13F
Company
class O/S missing
8,428
$1,416,000 30 Sep 2013
13F
CPWM, LLC
13F
Company
class O/S missing
7,900
$1,267,000 30 Sep 2013
13F
Rehmann Capital Advisory Group
13F
Company
class O/S missing
7,264
$1,220,000 30 Sep 2013
13F
MONETA GROUP INVESTMENT ADVISORS LLC
13F
Company
class O/S missing
5,831
$980,000 30 Sep 2013
13F
Harbour Capital Advisors, LLC
13F
Company
class O/S missing
5,480
$921,000 30 Sep 2013
13F
CASTLEARK MANAGEMENT LLC
13F
Company
class O/S missing
3,000
$591,000 30 Sep 2013
13F
CAMBRIDGE TRUST CO
13F
Company
class O/S missing
2,224
$374,000 30 Sep 2013
13F
Conestoga Capital Advisors, LLC
13F
Company
class O/S missing
1,870
$314,000 30 Sep 2013
13F
Forvis Mazars Wealth Advisors, LLC
13F
Company
class O/S missing
1,623
$273,000 30 Sep 2013
13F
EMORY UNIVERSITY
13F
Company
class O/S missing
112
$19,000 30 Sep 2013
13F

Institutional Holders of SPDR S&P 500 ETF TRUST - TR UNIT (SPY) as of Q4 2013

As of 31 Dec 2013, SPDR S&P 500 ETF TRUST - TR UNIT (SPY) was held by 1,205 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 747,313,723 shares. The largest 10 holders included JPMORGAN CHASE & CO, MORGAN STANLEY, GOLDMAN SACHS GROUP INC, BARCLAYS PLC, BANK OF AMERICA CORP /DE/, CTC LLC, DEUTSCHE BANK AG\, Bridgewater Associates, LP, CITIGROUP INC, and UBS AG. This page lists 1,206 institutional shareholders reporting positions in this security for the Q4 2013 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2013 vs Q3 2013 Across Filers

Q3 2013 holders
42
Q4 2013 holders
1,205
Holder diff
1,163
Investor Q3 2013 Shares Q4 2013 Shares Share Diff Share Chg % Q3 2013 Value $ Q4 2013 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.