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 4,559 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 $341 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
2,440
shares
|
$1.44 Million
0.36% of portfolio
|
Q2 2024
Added 7.82%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 24, 2024 Q3 2024 |
2,433
shares
|
$1.43 Million
0.52% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 06, 2024 Q3 2024 |
2,426
shares
|
$1.43 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
2,419
shares
|
$1.43 Million
0.03% of portfolio
|
Q3 2024
Reduced 10.84%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
2,416
shares
|
$1.42 Million
0.98% of portfolio
|
Q1 2024
Added 11404.76%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
2,398
shares
|
$1.41 Million
0.2% of portfolio
|
Q3 2023
Reduced 2.84%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
2,398
shares
|
$1.41 Million
0.24% of portfolio
|
Q2 2024
Added 14.3%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 30, 2024 Q3 2024 |
2,394
shares
|
$1.41 Million
0.36% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Welch Group, LLC
|
Oct 24, 2024 Q3 2024 |
2,392
shares
|
$1.41 Million
0.06% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
2,391
shares
|
$1.41 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
2,388
shares
|
$1.41 Million
0.82% of portfolio
|
Q2 2024
Added 69.96%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
2,385
shares
|
$1.41 Million
0.13% of portfolio
|
Q3 2024
Reduced 7.67%
|
|
|
Trinity Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
2,383
shares
|
$1.4 Million
0.63% of portfolio
|
Q3 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
2,379
shares
|
$1.4 Million
0.49% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
2,378
shares
|
$1.4 Million
0.5% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Nov 14, 2024 Q3 2024 |
2,378
shares
|
$1.4 Million
0.86% of portfolio
|
Q3 2024
Added 16.11%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
2,373
shares
|
$1.4 Million
0.15% of portfolio
|
Q3 2024
Added 148.22%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
2,368
shares
|
$1.4 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 31, 2024 Q3 2024 |
2,366
shares
|
$1.39 Million
1.13% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Weatherly Asset Management L. P.
|
Oct 28, 2024 Q3 2024 |
2,359
shares
|
$1.39 Million
0.12% of portfolio
|
Q3 2024
Added 44.11%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Oct 03, 2024 Q3 2024 |
2,359
shares
|
$1.39 Million
0.75% of portfolio
|
Q3 2024
Added 17.48%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
2,354
shares
|
$1.39 Million
1.05% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
2,353
shares
|
$1.39 Million
0.5% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
2,348
shares
|
$1.38 Million
0.84% of portfolio
|
Q3 2024
New holding
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
2,347
shares
|
$1.38 Million
0.29% of portfolio
|
Q3 2024
Reduced 5.78%
|