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 |
|---|---|---|---|---|---|
|
Mycio Wealth Partners, LLC
|
Oct 25, 2024 Q3 2024 |
25,025
shares
|
$14.9 Million
3.3% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Fifth Lane Capital, LP
Austin, TX |
Nov 12, 2024 Q3 2024 |
25,000
shares
|
$14.9 Million
38.51% of portfolio
|
Q1 2024
Reduced 66.67%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
24,981
shares
|
$14.9 Million
6.6% of portfolio
|
Q3 2024
Added 27.37%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
24,981
shares
|
$14.9 Million
6.6% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
24,967
shares
|
$14.9 Million
0.48% of portfolio
|
Q3 2024
Added 38.96%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 28, 2024 Q3 2024 |
24,939
shares
|
$14.8 Million
5.14% of portfolio
|
Q3 2024
Added 462.45%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
24,907
shares
|
$14.8 Million
3.08% of portfolio
|
Q1 2024
New holding
|
|
|
Cacti Asset Management LLC
Atlanta, GA |
Jan 02, 2025 Q4 2024 |
24,795
shares
|
$14.8 Million
1.33% of portfolio
|
Q4 2023
Added 0.79%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
24,720
shares
|
$14.7 Million
0.45% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
24,683
shares
|
$14.7 Million
1.26% of portfolio
|
Q2 2023
Reduced 13.13%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Oct 16, 2024 Q3 2024 |
24,680
shares
|
$14.7 Million
8.31% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Oct 24, 2024 Q3 2024 |
24,504
shares
|
$14.6 Million
9.74% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Oct 11, 2024 Q3 2024 |
24,435
shares
|
$14.5 Million
0.79% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
24,435
shares
|
$14.5 Million
1.54% of portfolio
|
Q3 2024
Added 29.57%
|
|
|
Cavalier Investments, LLC
|
Oct 24, 2024 Q3 2024 |
24,415
shares
|
$14.5 Million
4.4% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
24,318
shares
|
$14.5 Million
0.05% of portfolio
|
Q3 2024
Reduced 19.0%
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
24,316
shares
|
$14.5 Million
3.68% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
24,308
shares
|
$14.5 Million
4.24% of portfolio
|
Q3 2024
Reduced 9.84%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
24,259
shares
|
$14.4 Million
0.72% of portfolio
|
Q3 2022
Reduced 0.99%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
24,196
shares
|
$14.4 Million
0.6% of portfolio
|
Q3 2024
Added 9.19%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
24,181
shares
|
$14.4 Million
6.19% of portfolio
|
Q4 2023
Reduced 2.41%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
24,153
shares
|
$14.4 Million
1.12% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
24,119
shares
|
$14.4 Million
1.53% of portfolio
|
Q3 2024
Reduced 21.24%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
24,097
shares
|
$14.3 Million
0.65% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Nadler Financial Group, Inc.
|
Oct 28, 2024 Q3 2024 |
24,039
shares
|
$14.3 Million
1.52% of portfolio
|
Q3 2024
Reduced 0.13%
|