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 4,554 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 $347 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
1,048
shares
|
$620,363
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Oct 31, 2024 Q3 2024 |
1,048
shares
|
$620,363
0.48% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
1,046
shares
|
$619,179
0.07% of portfolio
|
Q2 2024
Added 1.55%
|
|
|
Lincoln Capital LLC
|
Oct 31, 2024 Q3 2024 |
1,046
shares
|
$619,179
0.13% of portfolio
|
Q3 2024
Added 4.39%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
1,046
shares
|
$619,179
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Oct 07, 2024 Q3 2024 |
1,042
shares
|
$616,811
0.41% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
1,041
shares
|
$616,219
0.02% of portfolio
|
Q3 2024
Reduced 47.53%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,040
shares
|
$615,628
0.29% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Keystone Financial Services
|
Nov 04, 2024 Q3 2024 |
1,038
shares
|
$614,444
0.23% of portfolio
|
Q3 2024
Added 14.44%
|
|
|
Better Money Decisions, LLC
|
Oct 25, 2024 Q3 2024 |
1,038
shares
|
$614,444
0.42% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
1,038
shares
|
$614,444
0.17% of portfolio
|
Q3 2024
Added 11.25%
|
|
|
Rational Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
1,038
shares
|
$614,444
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
1,037
shares
|
$613,852
0.31% of portfolio
|
Q4 2023
Added 0.39%
|
|
|
Jb Capital LLC
|
Oct 31, 2024 Q3 2024 |
1,036
shares
|
$613,260
0.03% of portfolio
|
Q3 2024
Added 17.59%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,035
shares
|
$612,668
0.3% of portfolio
|
Q2 2022
Reduced 91.86%
|
|
|
Swmg, LLC
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
1,034
shares
|
$612,076
0.25% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
1,031
shares
|
$610,300
0.06% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Insight Wealth Partners, LLC
|
Nov 13, 2024 Q3 2024 |
1,030
shares
|
$609,708
0.12% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
1,030
shares
|
$609,708
1.02% of portfolio
|
Q3 2022
New holding
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
1,029
shares
|
$609,116
0.17% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
1,029
shares
|
$609,116
0.42% of portfolio
|
Q3 2024
Reduced 51.53%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
1,029
shares
|
$609,116
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Steinberg Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,028
shares
|
$608,524
0.46% of portfolio
|
Q3 2023
New holding
|
|
|
Eastover Investment Advisors LLC
|
Oct 07, 2024 Q3 2024 |
1,025
shares
|
$606,748
0.28% of portfolio
|
Q2 2022
Added 1.49%
|
|
|
Wolff Financial Management LLC
|
Oct 24, 2024 Q3 2024 |
1,025
shares
|
$606,748
0.16% of portfolio
|
Q1 2024
Reduced 30.27%
|