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 4,553 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 $353 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hoffman, Alan N Investment Management
|
Oct 07, 2024 Q3 2024 |
771
shares
|
$458,752
0.21% of portfolio
|
Q3 2024
Added 10.78%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
771
shares
|
$458,752
0.11% of portfolio
|
Q3 2024
Added 16.82%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Oct 18, 2024 Q3 2024 |
771
shares
|
$458,752
0.32% of portfolio
|
Q4 2023
New holding
|
|
|
Tanager Wealth Management LLP
|
Oct 22, 2024 Q3 2024 |
769
shares
|
$457,562
0.06% of portfolio
|
Q2 2024
Reduced 8.56%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
767
shares
|
$456,372
0.09% of portfolio
|
Q3 2024
Added 18.55%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 15, 2024 Q3 2024 |
765
shares
|
$455,182
0.18% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Oct 16, 2024 Q3 2024 |
764
shares
|
$454,587
0.4% of portfolio
|
Q2 2024
Added 0.92%
|
|
|
Landmark Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
762
shares
|
$453,397
0.19% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 07, 2024 Q3 2024 |
758
shares
|
$451,017
0.09% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2024 Q3 2024 |
757
shares
|
$450,422
0.21% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Nov 01, 2024 Q3 2024 |
756
shares
|
$449,827
0.31% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 12, 2024 Q3 2024 |
755
shares
|
$449,232
0.34% of portfolio
|
Q3 2024
Added 44.36%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
750
shares
|
$446,257
0.21% of portfolio
|
Q4 2021
New holding
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
747
shares
|
$444,472
0.06% of portfolio
|
Q3 2024
Added 94.53%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
745
shares
|
$443,282
0.34% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Oct 11, 2024 Q3 2024 |
745
shares
|
$443,282
0.36% of portfolio
|
Q3 2024
Added 24.79%
|
|
|
Gfg Capital, LLC
|
Oct 21, 2024 Q3 2024 |
744
shares
|
$442,687
0.11% of portfolio
|
Q3 2024
Added 4.49%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Oct 24, 2024 Q3 2024 |
744
shares
|
$442,687
0.28% of portfolio
|
Q3 2024
Reduced 34.16%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
743
shares
|
$442,092
0.27% of portfolio
|
Q2 2024
Reduced 50.03%
|
|
|
Avondale Wealth Management
|
Oct 10, 2024 Q3 2024 |
742
shares
|
$441,497
0.28% of portfolio
|
Q3 2023
Added 26.19%
|
|
|
Whitcomb & Hess, Inc.
|
Oct 02, 2024 Q3 2024 |
742
shares
|
$441,497
0.14% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
740
shares
|
$440,307
0.08% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Nov 12, 2024 Q3 2024 |
739
shares
|
$439,712
0.02% of portfolio
|
Q3 2024
Reduced 6.34%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Nov 08, 2024 Q3 2024 |
739
shares
|
$439,712
0.27% of portfolio
|
Q3 2024
Reduced 22.05%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
738
shares
|
$439,117
0.28% of portfolio
|
Q1 2023
Reduced 59.27%
|