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 4,557 institutions that hold shares in the stock, with a total of 593 Million shares, which have been reported (via 13F filing form) to have a value of $349 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Monument Capital Management
|
Oct 15, 2024 Q3 2024 |
1,585
shares
|
$932,978
0.25% of portfolio
|
Q3 2024
Reduced 10.35%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 18, 2024 Q3 2024 |
1,585
shares
|
$932,978
0.22% of portfolio
|
Q3 2024
Added 18.02%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Oct 03, 2024 Q3 2024 |
1,582
shares
|
$931,212
0.5% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Ls Investment Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
1,580
shares
|
$930,035
0.14% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Nov 14, 2024 Q3 2024 |
1,574
shares
|
$926,503
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
1,573
shares
|
$925,914
0.27% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Marotta Asset Management
|
Oct 03, 2024 Q3 2024 |
1,566
shares
|
$921,794
0.18% of portfolio
|
Q3 2024
Added 34.19%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Nov 01, 2024 Q3 2024 |
1,562
shares
|
$919,440
0.08% of portfolio
|
Q2 2024
Reduced 0.64%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
1,562
shares
|
$919,440
0.46% of portfolio
|
Q3 2024
Added 14.6%
|
|
|
Bank Of Stockton
|
Oct 23, 2024 Q3 2024 |
1,560
shares
|
$918,262
0.27% of portfolio
|
Q3 2023
Reduced 12.61%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Nov 06, 2024 Q3 2024 |
1,556
shares
|
$915,908
0.59% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Nov 04, 2024 Q3 2024 |
1,554
shares
|
$914,731
0.48% of portfolio
|
Q4 2021
New holding
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,554
shares
|
$914,731
0.5% of portfolio
|
Q3 2024
Added 68.73%
|
|
|
Beck Bode, LLC
|
Nov 08, 2024 Q3 2024 |
1,552
shares
|
$913,553
0.17% of portfolio
|
Q3 2024
Reduced 29.84%
|
|
|
Kidder Stephen W
|
Nov 12, 2024 Q3 2024 |
1,550
shares
|
$912,376
0.27% of portfolio
|
Q2 2024
Reduced 6.06%
|
|
|
Stack Financial Management, Inc
|
Nov 04, 2024 Q3 2024 |
1,550
shares
|
$912,376
0.08% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2024 Q3 2024 |
1,546
shares
|
$910,021
0.62% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
1,545
shares
|
$909,433
0.52% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 25, 2024 Q3 2024 |
1,539
shares
|
$905,901
0.33% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 04, 2024 Q3 2024 |
1,538
shares
|
$905,312
0.71% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Hilton Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
1,536
shares
|
$904,135
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Life Guide Financial Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
1,533
shares
|
$902,369
0.38% of portfolio
|
Q2 2024
Reduced 2.79%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
1,530
shares
|
$900,603
0.14% of portfolio
|
Q3 2024
Reduced 76.24%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
1,529
shares
|
$900,015
0.15% of portfolio
|
Q3 2024
Reduced 94.53%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
1,527
shares
|
$898,838
0.44% of portfolio
|
Q3 2024
Reduced 7.4%
|