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 4,554 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 $347 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Consolidated Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
36,421
shares
|
$21.3 Million
9.19% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
36,381
shares
|
$21.3 Million
3.38% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
36,351
shares
|
$21.3 Million
1.49% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
36,279
shares
|
$21.2 Million
0.93% of portfolio
|
Q3 2024
Reduced 42.0%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 13, 2024 Q3 2024 |
36,259
shares
|
$21.2 Million
15.88% of portfolio
|
Q3 2024
Added 72.28%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Oct 15, 2024 Q3 2024 |
36,163
shares
|
$21.1 Million
2.36% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
36,094
shares
|
$21.1 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Belmont Capital, LLC
|
Nov 07, 2024 Q3 2024 |
36,067
shares
|
$21.1 Million
3.55% of portfolio
|
Q3 2024
Reduced 14.67%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
36,051
shares
|
$21.1 Million
0.86% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
35,946
shares
|
$21 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
35,936
shares
|
$21 Million
0.43% of portfolio
|
Q3 2024
Added 16.64%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
35,884
shares
|
$21 Million
10.69% of portfolio
|
Q3 2024
Added 79.58%
|
|
|
Nepc LLC
Boston, MA |
Nov 18, 2024 Q3 2024 |
35,872
shares
|
$21 Million
0.62% of portfolio
|
Q3 2024
Added 6.91%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
35,843
shares
|
$21 Million
1.46% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
35,839
shares
|
$21 Million
1.33% of portfolio
|
Q3 2024
Added 10.8%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
35,827
shares
|
$20.9 Million
4.65% of portfolio
|
Q3 2024
Added 19.07%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
35,781
shares
|
$20.9 Million
0.7% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
35,631
shares
|
$20.8 Million
8.78% of portfolio
|
Q3 2024
Reduced 18.78%
|
|
|
Cypress Capital, LLC
|
Nov 12, 2024 Q3 2024 |
35,569
shares
|
$20.8 Million
5.26% of portfolio
|
Q1 2022
Reduced 49.09%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
35,567
shares
|
$20.8 Million
0.49% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Oct 09, 2024 Q3 2024 |
35,492
shares
|
$20.8 Million
4.43% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
35,464
shares
|
$20.7 Million
3.08% of portfolio
|
Q3 2024
Added 9.88%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
35,400
shares
|
$20.7 Million
0.49% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Oct 30, 2024 Q3 2024 |
35,388
shares
|
$20.7 Million
4.8% of portfolio
|
Q3 2024
Added 16.06%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
35,378
shares
|
$20.7 Million
0.12% of portfolio
|
Q3 2024
Added 4.11%
|