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 4,329 institutions that hold shares in the stock, with a total of 584 Million shares, which have been reported (via 13F filing form) to have a value of $308 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Fwl Investment Management, LLC
|
May 13, 2024 Q1 2024 |
92
shares
|
$48,518
0.03% of portfolio
|
Q1 2024
Reduced 3.16%
|
|
Wfa Of San Diego, LLC
|
Nov 02, 2023 Q3 2023 |
91
shares
|
$47,990
0.04% of portfolio
|
Q2 2023
New holding
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 02, 2024 Q1 2024 |
86
shares
|
$45,353
0.03% of portfolio
|
Q1 2024
Added 104.76%
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 10, 2024 Q1 2024 |
83
shares
|
$43,771
0.02% of portfolio
|
Q1 2024
Added 22.06%
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2024 Q1 2024 |
83
shares
|
$43,771
0.03% of portfolio
|
Q4 2023
New holding
|
|
Essex Investment Management CO LLC
Boston, MA |
May 03, 2024 Q1 2024 |
81
shares
|
$42,716
0.01% of portfolio
|
Q1 2024
Reduced 92.07%
|
|
Riverview Trust CO
|
Apr 12, 2024 Q1 2024 |
80
shares
|
$42,189
0.03% of portfolio
|
Q1 2024
New holding
|
|
Transcendent Capital Group LLC
Edmond, OK |
Apr 22, 2024 Q1 2024 |
80
shares
|
$42,189
0.03% of portfolio
|
Q1 2024
Added 1.25%
|
|
Db Fitzpatrick & Co, Inc
|
Apr 19, 2024 Q1 2024 |
79
shares
|
$41,662
0.04% of portfolio
|
Q4 2022
New holding
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
May 08, 2024 Q1 2024 |
75
shares
|
$39,552
0.04% of portfolio
|
Q1 2024
New holding
|
|
Kessler Investment Group, LLC
|
Apr 22, 2024 Q1 2024 |
70
shares
|
$36,915
0.02% of portfolio
|
Q1 2024
New holding
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Apr 16, 2024 Q1 2024 |
68
shares
|
$35,861
0.02% of portfolio
|
Q4 2023
New holding
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2024 Q1 2024 |
62
shares
|
$32,696
1.62% of portfolio
|
Q1 2024
Reduced 16.22%
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 22, 2024 Q1 2024 |
60
shares
|
$31,642
0.02% of portfolio
|
Q2 2023
New holding
|
|
Warther Private Wealth, LLC
Akron, OH |
Apr 30, 2024 Q1 2024 |
57
shares
|
$30,060
0.01% of portfolio
|
Q3 2023
New holding
|
|
Moser Wealth Advisors, LLC
|
May 01, 2024 Q1 2024 |
55
shares
|
$29,005
0.02% of portfolio
|
Q4 2022
Reduced 8.33%
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
55
shares
|
$29,005
0.02% of portfolio
|
Q4 2022
New holding
|
|
Macquarie Group LTD
Australia, C3 |
May 14, 2024 Q1 2024 |
54
shares
|
$28,477
0.0% of portfolio
|
Q1 2024
New holding
|
|
Covestor LTD
Boston, MA |
May 10, 2024 Q1 2024 |
52
shares
|
$27,423
0.01% of portfolio
|
Q1 2024
Added 79.31%
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Apr 17, 2024 Q1 2024 |
51
shares
|
$26,895
0.02% of portfolio
|
Q1 2024
Reduced 46.32%
|
|
Game Plan Financial Advisors, LLC
|
Apr 12, 2024 Q1 2024 |
50
shares
|
$26,368
0.02% of portfolio
|
Q4 2023
New holding
|
|
Pineridge Advisors LLC
St. Charles, MO |
May 16, 2024 Q1 2024 |
44
shares
|
$23,204
0.01% of portfolio
|
Q1 2024
Reduced 84.98%
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
40
shares
|
$21,094
0.02% of portfolio
|
Q3 2023
Reduced 9.09%
|
|
Advantage Trust CO
Salina, KS |
May 07, 2024 Q1 2024 |
31
shares
|
$16,348
0.01% of portfolio
|
Q4 2023
New holding
|
|
Cypress Capital Management LLC (Wy)
|
May 09, 2024 Q1 2024 |
30
shares
|
$15,821
0.02% of portfolio
|
Q2 2022
New holding
|