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 |
|---|---|---|---|---|---|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
16,718
shares
|
$9.86 Million
1.6% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
16,706
shares
|
$9.85 Million
1.09% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
16,702
shares
|
$9.85 Million
3.76% of portfolio
|
Q3 2024
Added 33.17%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
16,678
shares
|
$9.83 Million
1.77% of portfolio
|
Q2 2022
Added 0.02%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
16,657
shares
|
$9.82 Million
0.34% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Perfromance Wealth Partners, LLC
|
Oct 10, 2024 Q3 2024 |
16,650
shares
|
$9.82 Million
0.33% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Horizon Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
16,636
shares
|
$9.81 Million
1.91% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
16,634
shares
|
$9.81 Million
1.06% of portfolio
|
Q3 2024
Added 36.56%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
16,597
shares
|
$9.78 Million
1.21% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Iron Bridge Private Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
16,577
shares
|
$9.77 Million
3.74% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Oct 23, 2024 Q3 2024 |
16,568
shares
|
$9.77 Million
2.18% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
16,565
shares
|
$9.76 Million
0.46% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
16,562
shares
|
$9.76 Million
0.61% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
16,539
shares
|
$9.75 Million
4.09% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Autumn Glory Partners, LLC
|
Oct 24, 2024 Q3 2024 |
16,480
shares
|
$9.71 Million
3.69% of portfolio
|
Q3 2024
Added 23.17%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
16,395
shares
|
$9.66 Million
0.45% of portfolio
|
Q2 2022
Added 1.12%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
16,394
shares
|
$9.66 Million
3.73% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
16,391
shares
|
$9.66 Million
0.54% of portfolio
|
Q3 2024
Reduced 8.71%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
16,243
shares
|
$9.58 Million
0.75% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Codex Capital, L.L.C.
New York, NY |
May 07, 2024 Q1 2024 |
16,220
shares
|
$9.56 Million
4.14% of portfolio
|
Q2 2021
Added 2.01%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
16,211
shares
|
$9.56 Million
0.53% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
16,209
shares
|
$9.56 Million
3.21% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
16,193
shares
|
$9.55 Million
0.8% of portfolio
|
Q3 2024
Added 21.44%
|
|
|
Retireful, LLC
|
Nov 08, 2024 Q3 2024 |
16,189
shares
|
$9.54 Million
6.94% of portfolio
|
Q3 2024
Reduced 25.63%
|
|
|
Edgewood Management LLC
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
16,161
shares
|
$9.53 Million
0.03% of portfolio
|
Q3 2024
Reduced 49.17%
|