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 $353 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inspire Trust Co, N.A.
Reno, NV |
Dec 02, 2024 Q3 2024 |
26,121
shares
|
$15.6 Million
4.13% of portfolio
|
Q3 2024
Added 9.13%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 12, 2024 Q3 2024 |
26,011
shares
|
$15.5 Million
2.09% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Nov 14, 2024 Q3 2024 |
26,000
shares
|
$15.5 Million
9.03% of portfolio
|
Q2 2024
Reduced 0.82%
|
|
|
Pcg Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
25,971
shares
|
$15.5 Million
6.03% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
25,948
shares
|
$15.4 Million
1.7% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
25,882
shares
|
$15.4 Million
7.58% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
25,866
shares
|
$15.4 Million
0.93% of portfolio
|
Q2 2023
Reduced 5.26%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
25,769
shares
|
$15.3 Million
9.15% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
25,654
shares
|
$15.3 Million
4.13% of portfolio
|
Q3 2024
Added 13.7%
|
|
|
Hedeker Wealth, LLC
|
Oct 25, 2024 Q3 2024 |
25,581
shares
|
$15.2 Million
4.03% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
25,536
shares
|
$15.2 Million
1.73% of portfolio
|
Q3 2024
Added 100.96%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2024 Q3 2024 |
25,402
shares
|
$15.1 Million
6.33% of portfolio
|
Q3 2024
Added 20.03%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
25,395
shares
|
$15.1 Million
0.8% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
25,336
shares
|
$15.1 Million
0.74% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 09, 2024 Q3 2024 |
25,327
shares
|
$15.1 Million
8.22% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Peterson Wealth Management
|
Nov 13, 2024 Q3 2024 |
25,314
shares
|
$15.1 Million
9.29% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
25,283
shares
|
$15.1 Million
0.35% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
25,236
shares
|
$15 Million
2.51% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
25,206
shares
|
$15 Million
0.95% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
25,187
shares
|
$15 Million
0.37% of portfolio
|
Q1 2024
Added 1.19%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
25,175
shares
|
$15 Million
7.03% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
25,168
shares
|
$15 Million
5.3% of portfolio
|
Q3 2023
Added 9.01%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
25,092
shares
|
$14.9 Million
2.14% of portfolio
|
Q4 2020
Reduced 1.58%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
25,057
shares
|
$14.9 Million
8.64% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Bell Bank
|
Nov 05, 2024 Q3 2024 |
25,027
shares
|
$14.9 Million
1.72% of portfolio
|
Q3 2024
Added 3.98%
|