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 |
|---|---|---|---|---|---|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jan 06, 2025 Q4 2024 |
2,070
shares
|
$1.22 Million
0.67% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 07, 2024 Q3 2024 |
2,068
shares
|
$1.22 Million
0.13% of portfolio
|
Q1 2024
Reduced 0.53%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
2,067
shares
|
$1.22 Million
0.6% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
2,062
shares
|
$1.22 Million
0.46% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Buffington Mohr Mc Neal
|
Oct 16, 2024 Q3 2024 |
2,061
shares
|
$1.21 Million
0.2% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
2,060
shares
|
$1.21 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Leisure Capital Management
|
Oct 15, 2024 Q3 2024 |
2,054
shares
|
$1.21 Million
0.5% of portfolio
|
Q3 2024
Reduced 9.03%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Nov 12, 2024 Q3 2024 |
2,050
shares
|
$1.21 Million
0.64% of portfolio
|
Q3 2024
Added 8.64%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Oct 29, 2024 Q3 2024 |
2,050
shares
|
$1.21 Million
0.86% of portfolio
|
Q4 2022
New holding
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
2,049
shares
|
$1.21 Million
0.74% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
2,048
shares
|
$1.21 Million
0.32% of portfolio
|
Q3 2024
Reduced 7.75%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
2,045
shares
|
$1.21 Million
0.63% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Alpine Global Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,044
shares
|
$1.2 Million
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
2,043
shares
|
$1.2 Million
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
2,041
shares
|
$1.2 Million
0.1% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
2,029
shares
|
$1.2 Million
0.26% of portfolio
|
Q3 2024
Added 5.57%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 23, 2024 Q3 2024 |
2,027
shares
|
$1.19 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Oct 22, 2024 Q3 2024 |
2,025
shares
|
$1.19 Million
0.85% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Lincoln Capital Corp
|
Oct 23, 2024 Q3 2024 |
2,024
shares
|
$1.19 Million
0.48% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Chapman Investment Management, LLC
|
Oct 28, 2024 Q3 2024 |
2,021
shares
|
$1.19 Million
0.9% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
Hollow Brook Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
2,015
shares
|
$1.19 Million
0.35% of portfolio
|
Q3 2024
Added 29.25%
|
|
|
Asset Planning Corporation
|
Oct 21, 2024 Q3 2024 |
2,012
shares
|
$1.19 Million
0.76% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
2,008
shares
|
$1.18 Million
0.4% of portfolio
|
Q2 2024
Added 765.52%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
2,008
shares
|
$1.18 Million
0.22% of portfolio
|
Q1 2024
Reduced 2.57%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
2,002
shares
|
$1.18 Million
0.45% of portfolio
|
Q3 2024
Added 0.05%
|