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 |
|---|---|---|---|---|---|
|
Poplar Forest Capital LLC
|
Oct 31, 2024 Q3 2024 |
1,855
shares
|
$1.09 Million
0.15% of portfolio
|
Q2 2023
Reduced 11.67%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
1,853
shares
|
$1.09 Million
0.26% of portfolio
|
Q3 2024
Added 17.88%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
1,853
shares
|
$1.09 Million
0.56% of portfolio
|
Q3 2024
Added 18.1%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,852
shares
|
$1.09 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
1,852
shares
|
$1.09 Million
0.21% of portfolio
|
Q2 2024
Added 16.77%
|
|
|
Tran Capital Management, L.P.
|
Oct 15, 2024 Q3 2024 |
1,844
shares
|
$1.09 Million
0.13% of portfolio
|
Q3 2024
Added 18.59%
|
|
|
Myecfo, LLC
La Jolla, CA |
Oct 07, 2024 Q3 2024 |
1,844
shares
|
$1.09 Million
0.57% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Buckhead Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
1,842
shares
|
$1.09 Million
0.34% of portfolio
|
Q3 2024
Added 11.16%
|
|
|
Strid Group, LLC
|
Oct 16, 2024 Q3 2024 |
1,841
shares
|
$1.09 Million
0.16% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 14, 2024 Q3 2024 |
1,839
shares
|
$1.08 Million
0.34% of portfolio
|
Q2 2024
Added 76.15%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
1,834
shares
|
$1.08 Million
0.33% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Elm Partners Management LLC
|
Nov 07, 2024 Q3 2024 |
1,833
shares
|
$1.08 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Shaker Financial Services, LLC
|
Oct 31, 2024 Q3 2024 |
1,829
shares
|
$1.08 Million
0.4% of portfolio
|
Q3 2024
Reduced 55.66%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
1,826
shares
|
$1.08 Million
0.3% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Oct 23, 2024 Q3 2024 |
1,825
shares
|
$1.08 Million
0.39% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Oct 29, 2024 Q3 2024 |
1,825
shares
|
$1.08 Million
0.56% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
1,824
shares
|
$1.08 Million
0.54% of portfolio
|
Q3 2024
Added 14.79%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
1,820
shares
|
$1.07 Million
0.72% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Clarus Group, Inc.
|
Oct 21, 2024 Q3 2024 |
1,820
shares
|
$1.07 Million
0.44% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
1,818
shares
|
$1.07 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
1,815
shares
|
$1.07 Million
0.63% of portfolio
|
Q3 2024
Added 8.94%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
1,814
shares
|
$1.07 Million
0.12% of portfolio
|
Q3 2024
Reduced 7.78%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
1,812
shares
|
$1.07 Million
0.14% of portfolio
|
Q3 2023
Added 8.7%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 13, 2024 Q3 2024 |
1,811
shares
|
$1.07 Million
0.41% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,810
shares
|
$1.07 Million
0.05% of portfolio
|
Q3 2024
Reduced 15.42%
|