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 |
|---|---|---|---|---|---|
|
Market Street Wealth Management Advisors LLC
|
Oct 16, 2024 Q3 2024 |
12,810
shares
|
$7.55 Million
1.33% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,757
shares
|
$7.52 Million
0.59% of portfolio
|
Q3 2024
Added 76.89%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
12,740
shares
|
$7.51 Million
0.62% of portfolio
|
Q3 2024
Added 9.13%
|
|
|
Sitrin Capital Management LLC
|
Oct 28, 2024 Q3 2024 |
12,720
shares
|
$7.5 Million
3.65% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
12,700
shares
|
$7.49 Million
0.31% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Meritage Portfolio Management
|
Nov 04, 2024 Q3 2024 |
12,655
shares
|
$7.46 Million
0.44% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
12,633
shares
|
$7.45 Million
0.64% of portfolio
|
Q3 2024
Reduced 23.75%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
12,623
shares
|
$7.44 Million
3.92% of portfolio
|
Q3 2024
Added 31.96%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
12,614
shares
|
$7.44 Million
0.63% of portfolio
|
Q3 2024
Added 5.83%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
12,603
shares
|
$7.43 Million
1.24% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
12,586
shares
|
$7.42 Million
2.35% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
12,568
shares
|
$7.41 Million
0.3% of portfolio
|
Q3 2024
Added 8.61%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
12,549
shares
|
$7.4 Million
2.6% of portfolio
|
Q3 2024
Added 6.91%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
12,513
shares
|
$7.38 Million
1.48% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Savoie Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,503
shares
|
$7.37 Million
0.88% of portfolio
|
Q1 2024
Added 1.55%
|
|
|
Scoggin Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
12,500
shares
|
$7.37 Million
1.82% of portfolio
|
Q2 2024
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
12,489
shares
|
$7.36 Million
0.7% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
Nov 15, 2024 Q3 2024 |
12,463
shares
|
$7.35 Million
0.98% of portfolio
|
Q3 2024
Added 5.07%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
12,447
shares
|
$7.34 Million
2.18% of portfolio
|
Q4 2023
Reduced 2.77%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 06, 2025 Q4 2024 |
12,420
shares
|
$7.32 Million
1.36% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
12,408
shares
|
$7.31 Million
3.8% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Calamos Advisors LLC
|
Nov 07, 2024 Q3 2024 |
12,374
shares
|
$7.29 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.05%
|
|
|
Dbk Financial Counsel, LLC
|
Oct 02, 2024 Q3 2024 |
12,339
shares
|
$7.27 Million
7.3% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
12,332
shares
|
$7.27 Million
0.11% of portfolio
|
Q3 2024
Added 5.75%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
12,299
shares
|
$7.25 Million
0.58% of portfolio
|
Q4 2023
Reduced 2.9%
|