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 |
|---|---|---|---|---|---|
|
Dougherty Wealth Advisers LLC
|
Oct 30, 2024 Q3 2024 |
227
shares
|
$136,495
0.1% of portfolio
|
Q2 2024
Reduced 29.94%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Oct 25, 2024 Q3 2024 |
220
shares
|
$132,286
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cadent Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
218
shares
|
$131,083
0.04% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
213
shares
|
$128,076
0.06% of portfolio
|
Q1 2024
Reduced 57.82%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
212
shares
|
$127,475
0.06% of portfolio
|
Q2 2023
Reduced 1.4%
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
210
shares
|
$126,272
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Donald L. Hagan, LLC
|
Oct 30, 2024 Q3 2024 |
203
shares
|
$122,063
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
202
shares
|
$121,462
0.03% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
Brown Shipley& CO LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
202
shares
|
$121,462
0.06% of portfolio
|
Q2 2024
Reduced 97.56%
|
|
|
Oakhurst Advisors,Llc
Los Angeles, CA |
Feb 14, 2023 Q4 2022 |
200
shares
|
$120,259
0.36% of portfolio
|
Q4 2022
New holding
|
|
|
Shay Capital LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
200
shares
|
$120,259
0.02% of portfolio
|
Q3 2024
Reduced 95.0%
|
|
|
Horrell Capital Management, Inc.
|
Oct 25, 2024 Q3 2024 |
190
shares
|
$114,246
0.03% of portfolio
|
Q2 2024
Added 3.83%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
190
shares
|
$114,246
0.09% of portfolio
|
Q3 2024
Reduced 92.1%
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
179
shares
|
$107,632
0.06% of portfolio
|
Q1 2023
Reduced 5.79%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
179
shares
|
$107,632
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
178
shares
|
$107,031
0.02% of portfolio
|
Q3 2023
Reduced 7.77%
|
|
|
Perkins Coie Trust CO
|
Oct 08, 2024 Q3 2024 |
169
shares
|
$101,619
0.02% of portfolio
|
Q4 2023
Reduced 66.73%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
168
shares
|
$101,018
0.03% of portfolio
|
Q2 2024
Reduced 5.62%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
168
shares
|
$101,018
0.07% of portfolio
|
Q3 2024
Added 64.71%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
164
shares
|
$98,613
0.04% of portfolio
|
Q1 2024
Reduced 27.75%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
152
shares
|
$91,397
0.02% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
145
shares
|
$87,188
0.02% of portfolio
|
Q3 2024
Added 10.69%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
145
shares
|
$87,188
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Values First Advisors, Inc.
|
Oct 23, 2024 Q3 2024 |
144
shares
|
$86,587
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
137
shares
|
$82,378
0.02% of portfolio
|
Q3 2024
Reduced 2.84%
|