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 $348 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 10, 2024 Q3 2024 |
900
shares
|
$527,472
0.34% of portfolio
|
Q3 2024
Reduced 5.76%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 22, 2024 Q3 2024 |
899
shares
|
$526,885
0.37% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Nov 01, 2024 Q3 2024 |
893
shares
|
$523,369
0.16% of portfolio
|
Q4 2021
Added 0.89%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 10, 2024 Q3 2024 |
892
shares
|
$522,783
0.11% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
891
shares
|
$522,197
0.05% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Oct 23, 2024 Q3 2024 |
891
shares
|
$522,197
0.11% of portfolio
|
Q3 2024
Added 6.45%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 04, 2024 Q3 2024 |
890
shares
|
$521,611
0.07% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Nov 04, 2024 Q3 2024 |
889
shares
|
$521,025
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Mason & Associates Inc
|
Oct 22, 2024 Q3 2024 |
885
shares
|
$518,680
0.13% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
885
shares
|
$518,680
0.3% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Keudell
|
Oct 31, 2024 Q3 2024 |
880
shares
|
$515,750
0.14% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
880
shares
|
$515,750
0.09% of portfolio
|
Q2 2022
Added 0.23%
|
|
|
Advocate Group LLC
|
Oct 08, 2024 Q3 2024 |
879
shares
|
$515,164
0.09% of portfolio
|
Q1 2023
Reduced 2.55%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
878
shares
|
$514,578
1.33% of portfolio
|
Q4 2023
Reduced 14.51%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Oct 24, 2024 Q3 2024 |
874
shares
|
$512,233
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
870
shares
|
$509,889
0.17% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
868
shares
|
$508,717
0.11% of portfolio
|
Q3 2024
Added 58.11%
|
|
|
Salvus Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
866
shares
|
$507,545
0.31% of portfolio
|
Q3 2024
Added 23.36%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Oct 24, 2024 Q3 2024 |
865
shares
|
$506,959
0.31% of portfolio
|
Q3 2024
Reduced 14.78%
|
|
|
Walker Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
856
shares
|
$501,684
0.33% of portfolio
|
Q2 2024
Added 3.63%
|
|
|
De Dora Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
856
shares
|
$501,684
0.14% of portfolio
|
Q2 2023
Reduced 2.28%
|
|
|
Fishman Jay A LTD
Troy, MI |
Oct 30, 2024 Q3 2024 |
855
shares
|
$501,098
0.05% of portfolio
|
Q2 2024
Reduced 66.94%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
854
shares
|
$500,512
0.33% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 28, 2024 Q3 2024 |
853
shares
|
$499,926
0.22% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Advocacy Wealth Management Services, LLC
|
Oct 31, 2024 Q3 2024 |
852
shares
|
$499,340
0.04% of portfolio
|
Q2 2024
Reduced 48.64%
|