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 4,475 institutions that hold shares in the stock, with a total of 572 Million shares, which have been reported (via 13F filing form) to have a value of $332 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
459
shares
|
$267,000
0.17% of portfolio
|
Q1 2024
Reduced 0.65%
|
|
|
Brio Consultants, LLC
|
Oct 18, 2024 Q3 2024 |
458
shares
|
$266,418
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Aug 02, 2024 Q2 2024 |
456
shares
|
$265,255
0.07% of portfolio
|
Q3 2023
Added 3.17%
|
|
|
Miller Howard Investments Inc
|
Jul 26, 2024 Q2 2024 |
456
shares
|
$265,255
0.01% of portfolio
|
Q2 2024
Reduced 9.52%
|
|
|
Westhampton Capital, LLC
|
Oct 21, 2024 Q3 2024 |
454
shares
|
$264,091
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Regency Capital Management Inc.\De
|
Oct 04, 2024 Q3 2024 |
454
shares
|
$264,091
0.16% of portfolio
|
Q3 2024
Added 14.36%
|
|
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
Oct 17, 2024 Q3 2024 |
454
shares
|
$264,091
0.21% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Diligent Investors, LLC
|
Jul 15, 2024 Q2 2024 |
451
shares
|
$262,346
0.07% of portfolio
|
Q2 2024
Added 0.22%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
451
shares
|
$262,346
0.03% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Oct 21, 2024 Q3 2024 |
451
shares
|
$262,346
0.13% of portfolio
|
Q3 2024
Reduced 36.21%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Aug 05, 2024 Q2 2024 |
451
shares
|
$262,346
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Schulhoff & CO Inc
|
Aug 08, 2024 Q2 2024 |
450
shares
|
$261,765
0.12% of portfolio
|
Q2 2024
Reduced 5.26%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Oct 29, 2024 Q3 2024 |
450
shares
|
$261,765
0.15% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Walter & Keenan Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
449
shares
|
$261,183
0.08% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Advisory Resource Group
|
Jul 24, 2024 Q2 2024 |
449
shares
|
$261,183
0.06% of portfolio
|
Q2 2024
Reduced 33.48%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
447
shares
|
$260,019
0.19% of portfolio
|
Q2 2024
Added 2.52%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Aug 08, 2024 Q2 2024 |
447
shares
|
$260,019
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Aug 07, 2024 Q2 2024 |
446
shares
|
$259,438
0.05% of portfolio
|
Q2 2024
Added 2.06%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
445
shares
|
$258,856
0.34% of portfolio
|
Q1 2024
Reduced 21.93%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
445
shares
|
$258,856
0.12% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
444
shares
|
$258,274
0.1% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
44 Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
443
shares
|
$257,693
0.09% of portfolio
|
Q3 2024
Reduced 13.65%
|
|
|
Pachira Investments Inc.
|
Oct 17, 2024 Q3 2024 |
442
shares
|
$257,111
0.2% of portfolio
|
Q3 2024
Added 6.0%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
442
shares
|
$257,111
0.06% of portfolio
|
Q2 2023
Reduced 38.35%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Oct 16, 2024 Q3 2024 |
434
shares
|
$252,457
0.05% of portfolio
|
Q3 2024
Added 0.23%
|