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 |
|---|---|---|---|---|---|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
11,935
shares
|
$7.04 Million
0.38% of portfolio
|
Q3 2022
Reduced 53.41%
|
|
|
West Bancorporation Inc
|
Oct 24, 2024 Q3 2024 |
11,922
shares
|
$7.03 Million
4.72% of portfolio
|
Q2 2024
Reduced 1.9%
|
|
|
Mount Capital LTD
|
Nov 13, 2024 Q3 2024 |
11,900
shares
|
$7.01 Million
2.42% of portfolio
|
Q2 2024
Reduced 50.62%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Oct 22, 2024 Q3 2024 |
11,873
shares
|
$7 Million
3.1% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 14, 2024 Q3 2024 |
11,828
shares
|
$6.97 Million
1.5% of portfolio
|
Q4 2022
Added 8.96%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
11,814
shares
|
$6.96 Million
0.21% of portfolio
|
Q3 2024
Reduced 11.14%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
11,806
shares
|
$6.96 Million
0.61% of portfolio
|
Q3 2023
Reduced 0.75%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Nov 08, 2024 Q3 2024 |
11,806
shares
|
$6.96 Million
4.89% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 31, 2024 Q3 2024 |
11,786
shares
|
$6.95 Million
2.23% of portfolio
|
Q3 2024
Added 162.38%
|
|
|
Avity Investment Management Inc.
|
Oct 10, 2024 Q3 2024 |
11,746
shares
|
$6.92 Million
0.54% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Marvin & Palmer Associates Inc
Wilmington, DE |
Nov 13, 2024 Q3 2024 |
11,715
shares
|
$6.91 Million
5.64% of portfolio
|
Q3 2024
Added 83.19%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
11,713
shares
|
$6.9 Million
1.09% of portfolio
|
Q1 2024
Added 1.34%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
11,654
shares
|
$6.87 Million
0.26% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2024 Q3 2024 |
11,628
shares
|
$6.85 Million
9.78% of portfolio
|
Q3 2024
Added 17.69%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 13, 2024 Q3 2024 |
11,558
shares
|
$6.81 Million
4.22% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
11,522
shares
|
$6.79 Million
0.58% of portfolio
|
Q2 2024
Added 22.15%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
11,519
shares
|
$6.79 Million
1.25% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 08, 2024 Q3 2024 |
11,500
shares
|
$6.78 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Nov 14, 2024 Q3 2024 |
11,465
shares
|
$6.76 Million
5.13% of portfolio
|
Q3 2024
Added 23.19%
|
|
|
Alta Wealth Advisors LLC
|
Oct 18, 2024 Q3 2024 |
11,444
shares
|
$6.75 Million
3.0% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
11,441
shares
|
$6.74 Million
0.44% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Moody National Bank Trust Division
|
Oct 03, 2024 Q3 2024 |
11,433
shares
|
$6.74 Million
0.71% of portfolio
|
Q3 2024
Added 1360.15%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 28, 2024 Q3 2024 |
11,390
shares
|
$6.71 Million
3.08% of portfolio
|
Q3 2024
Reduced 11.04%
|
|
|
Sierra Capital LLC
|
Oct 21, 2024 Q3 2024 |
11,376
shares
|
$6.71 Million
0.78% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
11,374
shares
|
$6.7 Million
0.74% of portfolio
|
Q3 2024
Added 3.46%
|