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 |
|---|---|---|---|---|---|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 29, 2024 Q3 2024 |
1,804
shares
|
$1.06 Million
0.69% of portfolio
|
Q3 2024
Added 46.79%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
1,803
shares
|
$1.06 Million
0.62% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
1,791
shares
|
$1.06 Million
0.74% of portfolio
|
Q2 2024
Added 2.34%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,790
shares
|
$1.06 Million
0.06% of portfolio
|
Q2 2023
Added 4.74%
|
|
|
Ims Capital Management
|
Dec 17, 2024 Q3 2024 |
1,789
shares
|
$1.05 Million
0.47% of portfolio
|
Q2 2024
Added 2.64%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Nov 07, 2024 Q3 2024 |
1,788
shares
|
$1.05 Million
0.39% of portfolio
|
Q3 2024
Reduced 6.14%
|
|
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
Nov 12, 2024 Q3 2024 |
1,785
shares
|
$1.05 Million
2.91% of portfolio
|
Q3 2024
Reduced 44.65%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 04, 2024 Q3 2024 |
1,784
shares
|
$1.05 Million
0.21% of portfolio
|
Q3 2024
Added 4.82%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
1,780
shares
|
$1.05 Million
0.04% of portfolio
|
Q3 2024
Added 381.08%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
1,772
shares
|
$1.04 Million
0.15% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
1,761
shares
|
$1.04 Million
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,757
shares
|
$1.04 Million
0.34% of portfolio
|
Q1 2024
Added 5.78%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
1,757
shares
|
$1.04 Million
0.33% of portfolio
|
Q3 2024
Reduced 44.56%
|
|
|
Heritage Investors Management Corp
|
Oct 30, 2024 Q3 2024 |
1,755
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2024
Reduced 17.06%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Oct 09, 2024 Q3 2024 |
1,753
shares
|
$1.03 Million
0.16% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Nov 04, 2024 Q3 2024 |
1,748
shares
|
$1.03 Million
0.47% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 09, 2024 Q3 2024 |
1,747
shares
|
$1.03 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
1,745
shares
|
$1.03 Million
0.34% of portfolio
|
Q3 2024
Added 116.77%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,742
shares
|
$1.03 Million
0.35% of portfolio
|
Q3 2024
Added 9.56%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
1,741
shares
|
$1.03 Million
0.07% of portfolio
|
Q1 2023
Reduced 4.45%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2024 Q3 2024 |
1,738
shares
|
$1.02 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Nov 01, 2024 Q3 2024 |
1,733
shares
|
$1.02 Million
0.52% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 29, 2024 Q3 2024 |
1,732
shares
|
$1.02 Million
0.47% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Mas Advisors LLC
Miami, FL |
Nov 08, 2024 Q3 2024 |
1,730
shares
|
$1.02 Million
2.12% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2024 Q3 2024 |
1,729
shares
|
$1.02 Million
0.35% of portfolio
|
Q3 2024
Reduced 24.73%
|