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 |
|---|---|---|---|---|---|
|
Fortress Wealth Group, LLC
Orlando, FL |
Nov 08, 2024 Q3 2024 |
13,686
shares
|
$8.07 Million
4.11% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
13,674
shares
|
$8.06 Million
0.72% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
13,658
shares
|
$8.05 Million
1.24% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Sanders Morris Harris LLC
|
Oct 08, 2024 Q3 2024 |
13,646
shares
|
$8.04 Million
1.34% of portfolio
|
Q3 2024
Reduced 19.81%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
13,634
shares
|
$8.04 Million
1.96% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Smart Money Group LLC
|
Nov 05, 2024 Q3 2024 |
13,613
shares
|
$8.02 Million
3.02% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Iron Financial, LLC
|
Oct 28, 2024 Q3 2024 |
13,591
shares
|
$8.01 Million
4.3% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
13,546
shares
|
$7.99 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
13,537
shares
|
$7.98 Million
0.96% of portfolio
|
Q3 2024
Reduced 48.88%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
13,454
shares
|
$7.93 Million
1.84% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
13,412
shares
|
$7.91 Million
4.28% of portfolio
|
Q3 2023
Reduced 0.4%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Oct 15, 2024 Q3 2024 |
13,410
shares
|
$7.91 Million
0.95% of portfolio
|
Q4 2023
Reduced 3.94%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
13,405
shares
|
$7.9 Million
0.42% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
13,403
shares
|
$7.9 Million
1.85% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Cmg Global Holdings, LLC
|
Nov 12, 2024 Q3 2024 |
13,397
shares
|
$7.9 Million
4.56% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 15, 2024 Q3 2024 |
13,367
shares
|
$7.88 Million
0.52% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
13,361
shares
|
$7.88 Million
2.18% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
13,356
shares
|
$7.87 Million
1.88% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Corundum Group, Inc.
|
Oct 18, 2024 Q3 2024 |
13,331
shares
|
$7.86 Million
3.51% of portfolio
|
Q3 2024
Reduced 43.66%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
13,326
shares
|
$7.86 Million
0.97% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 01, 2024 Q3 2024 |
13,291
shares
|
$7.83 Million
2.54% of portfolio
|
Q3 2024
Reduced 7.32%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,279
shares
|
$7.83 Million
0.54% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
13,259
shares
|
$7.82 Million
3.44% of portfolio
|
Q3 2024
Added 16.54%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
13,247
shares
|
$7.81 Million
0.72% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Oct 21, 2024 Q3 2024 |
13,200
shares
|
$7.78 Million
0.31% of portfolio
|
Q3 2024
Added 74.28%
|