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 4,559 institutions that hold shares in the stock, with a total of 579 Million shares, which have been reported (via 13F filing form) to have a value of $341 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2024 Q3 2024 |
19,747
shares
|
$11.6 Million
5.79% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Nov 14, 2024 Q3 2024 |
19,737
shares
|
$11.6 Million
10.49% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
19,689
shares
|
$11.6 Million
0.69% of portfolio
|
Q3 2024
Reduced 55.58%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
19,640
shares
|
$11.6 Million
0.76% of portfolio
|
Q3 2024
Added 7.55%
|
|
|
Boxwood Ventures, Inc.
|
Nov 14, 2024 Q3 2024 |
19,549
shares
|
$11.5 Million
17.54% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
19,529
shares
|
$11.5 Million
0.14% of portfolio
|
Q3 2024
Added 42.24%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
19,514
shares
|
$11.5 Million
0.5% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
19,475
shares
|
$11.5 Million
1.59% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2024 Q3 2024 |
19,466
shares
|
$11.5 Million
1.9% of portfolio
|
Q3 2024
Reduced 6.6%
|
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
19,378
shares
|
$11.4 Million
0.78% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Win Advisors, Inc
|
Oct 31, 2024 Q3 2024 |
19,368
shares
|
$11.4 Million
5.48% of portfolio
|
Q3 2024
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
19,367
shares
|
$11.4 Million
8.12% of portfolio
|
Q1 2024
Added 0.19%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
19,330
shares
|
$11.4 Million
1.93% of portfolio
|
Q4 2022
Reduced 5.53%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
19,307
shares
|
$11.4 Million
0.27% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Financial Guidance Group, Inc.
|
Oct 23, 2024 Q3 2024 |
19,283
shares
|
$11.4 Million
7.11% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2024 Q3 2024 |
19,280
shares
|
$11.4 Million
1.69% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Rpo LLC
Stamford, CT |
Nov 08, 2024 Q3 2024 |
19,232
shares
|
$11.3 Million
11.9% of portfolio
|
Q3 2024
New holding
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
19,208
shares
|
$11.3 Million
2.48% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Grandview Asset Management LLC
|
Oct 04, 2024 Q3 2024 |
19,147
shares
|
$11.3 Million
6.29% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
19,097
shares
|
$11.3 Million
5.54% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
19,096
shares
|
$11.3 Million
0.97% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
19,095
shares
|
$11.3 Million
1.67% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Seaview Investment Managers LLC
|
Nov 13, 2024 Q3 2024 |
19,025
shares
|
$11.2 Million
3.31% of portfolio
|
Q3 2024
Reduced 34.72%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
19,000
shares
|
$11.2 Million
2.13% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
18,995
shares
|
$11.2 Million
0.45% of portfolio
|
Q3 2024
Added 20.04%
|