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 |
|---|---|---|---|---|---|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2024 Q3 2024 |
88,548
shares
|
$52.7 Million
4.69% of portfolio
|
Q3 2024
Reduced 6.38%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
88,450
shares
|
$52.6 Million
0.08% of portfolio
|
Q3 2024
Added 18.03%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
88,385
shares
|
$52.6 Million
1.89% of portfolio
|
Q2 2023
Added 1.15%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Nov 07, 2024 Q3 2024 |
87,747
shares
|
$52.2 Million
12.89% of portfolio
|
Q3 2024
Reduced 12.99%
|
|
|
Cumberland Advisors Inc
|
Oct 16, 2024 Q3 2024 |
87,407
shares
|
$52 Million
19.93% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
87,351
shares
|
$52 Million
1.7% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
86,929
shares
|
$51.7 Million
1.96% of portfolio
|
Q3 2024
Added 15.03%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
86,693
shares
|
$51.6 Million
4.54% of portfolio
|
N/A
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
86,636
shares
|
$51.5 Million
2.13% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
86,508
shares
|
$51.5 Million
3.63% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
86,115
shares
|
$51.2 Million
1.76% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
85,958
shares
|
$51.1 Million
36.79% of portfolio
|
Q2 2023
Added 198.56%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
85,936
shares
|
$51.1 Million
1.4% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Financial Services Advisory Inc
|
Oct 31, 2024 Q3 2024 |
85,350
shares
|
$50.8 Million
11.96% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
84,928
shares
|
$50.5 Million
0.13% of portfolio
|
Q3 2022
Reduced 0.48%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
84,928
shares
|
$50.5 Million
2.17% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 13, 2024 Q3 2024 |
84,740
shares
|
$50.4 Million
18.63% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
84,383
shares
|
$50.2 Million
1.76% of portfolio
|
Q3 2024
Added 75.41%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
84,225
shares
|
$50.1 Million
2.06% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
83,117
shares
|
$49.5 Million
9.61% of portfolio
|
Q4 2023
Added 1.57%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
83,019
shares
|
$49.4 Million
2.38% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Allie Family Office LLC
|
Nov 08, 2024 Q3 2024 |
82,779
shares
|
$49.3 Million
25.45% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 14, 2024 Q3 2024 |
82,753
shares
|
$49.2 Million
14.64% of portfolio
|
Q3 2024
Reduced 9.57%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
82,557
shares
|
$49.1 Million
0.38% of portfolio
|
Q3 2024
Reduced 52.26%
|
|
|
4 Thought Financial Group Inc.
|
Oct 24, 2024 Q3 2024 |
82,492
shares
|
$49.1 Million
30.23% of portfolio
|
Q3 2024
Added 0.46%
|