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 $357 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lynch & Associates
|
Oct 15, 2024 Q3 2024 |
561
shares
|
$337,351
0.07% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Swm Advisors
|
Oct 12, 2022 Q3 2022 |
561
shares
|
$337,351
0.19% of portfolio
|
Q3 2022
Added 1.63%
|
|
|
Strategic Advocates LLC
Logan, UT |
Oct 17, 2024 Q3 2024 |
561
shares
|
$337,351
0.12% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Acas, LLC
|
Nov 05, 2024 Q3 2024 |
559
shares
|
$336,149
0.27% of portfolio
|
Q1 2024
Added 0.54%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
558
shares
|
$335,547
0.07% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
557
shares
|
$334,946
0.27% of portfolio
|
Q2 2024
Reduced 1.76%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 21, 2024 Q3 2024 |
556
shares
|
$334,345
0.16% of portfolio
|
Q2 2024
Reduced 0.89%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
552
shares
|
$331,939
0.36% of portfolio
|
Q3 2022
New holding
|
|
|
Tenret CO LLC
|
Nov 14, 2024 Q3 2024 |
551
shares
|
$331,338
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Strategies Group, Inc.
|
Oct 31, 2024 Q3 2024 |
551
shares
|
$331,338
0.07% of portfolio
|
Q3 2024
Reduced 20.38%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
551
shares
|
$331,338
0.26% of portfolio
|
Q2 2024
Reduced 1.78%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
547
shares
|
$328,932
0.11% of portfolio
|
Q3 2024
Reduced 14.93%
|
|
|
Disciplined Equity Management, Inc.
|
Oct 11, 2024 Q3 2024 |
546
shares
|
$328,331
0.2% of portfolio
|
Q1 2024
Reduced 72.3%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
545
shares
|
$327,730
0.24% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
542
shares
|
$325,926
0.07% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Cox Capital Mgt LLC
|
Oct 10, 2024 Q3 2024 |
537
shares
|
$322,919
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
536
shares
|
$322,318
0.15% of portfolio
|
Q3 2024
Reduced 35.5%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
535
shares
|
$321,716
0.14% of portfolio
|
Q1 2022
Reduced 2.73%
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
Nov 15, 2024 Q3 2024 |
535
shares
|
$321,716
0.11% of portfolio
|
Q1 2024
Reduced 1.83%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Oct 15, 2024 Q3 2024 |
535
shares
|
$321,716
0.15% of portfolio
|
Q3 2024
Added 30.81%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Oct 08, 2024 Q3 2024 |
533
shares
|
$320,514
0.06% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
532
shares
|
$319,912
0.1% of portfolio
|
Q3 2024
Added 12.47%
|
|
|
Sunburst Financial Group, LLC
|
Oct 25, 2024 Q3 2024 |
532
shares
|
$319,912
0.08% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 08, 2024 Q3 2024 |
530
shares
|
$318,710
0.3% of portfolio
|
Q3 2024
Added 13.49%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
530
shares
|
$318,710
0.09% of portfolio
|
Q3 2024
Reduced 14.79%
|