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 |
|---|---|---|---|---|---|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
10,960
shares
|
$6.46 Million
0.31% of portfolio
|
Q3 2024
Reduced 7.67%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
10,959
shares
|
$6.46 Million
6.49% of portfolio
|
Q3 2024
Added 7.56%
|
|
|
Leverty Financial Group, LLC
|
Oct 16, 2024 Q3 2024 |
10,947
shares
|
$6.45 Million
3.46% of portfolio
|
Q3 2024
Added 23.88%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
10,945
shares
|
$6.45 Million
0.47% of portfolio
|
Q3 2024
Added 9.11%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
10,910
shares
|
$6.43 Million
0.27% of portfolio
|
Q3 2022
Added 68.91%
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
10,910
shares
|
$6.43 Million
0.34% of portfolio
|
Q1 2024
Reduced 1.53%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 12, 2024 Q3 2024 |
10,908
shares
|
$6.43 Million
5.46% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
10,904
shares
|
$6.43 Million
0.14% of portfolio
|
Q3 2024
Reduced 77.93%
|
|
|
Signify Wealth
|
Oct 29, 2024 Q3 2024 |
10,898
shares
|
$6.42 Million
8.05% of portfolio
|
Q3 2024
Added 11.19%
|
|
|
Covenant Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,884
shares
|
$6.42 Million
0.99% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
10,868
shares
|
$6.41 Million
2.68% of portfolio
|
Q2 2022
Reduced 0.43%
|
|
|
Tl Private Wealth
|
Oct 08, 2024 Q3 2024 |
10,849
shares
|
$6.4 Million
2.76% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 23, 2024 Q3 2024 |
10,847
shares
|
$6.39 Million
4.91% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Cypress Financial Planning LLC
|
Oct 07, 2024 Q3 2024 |
10,843
shares
|
$6.39 Million
2.31% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
10,803
shares
|
$6.37 Million
0.18% of portfolio
|
Q3 2024
Added 7.98%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
10,795
shares
|
$6.36 Million
1.73% of portfolio
|
Q3 2024
Reduced 58.47%
|
|
|
Stairway Partners, LLC
|
Jan 06, 2025 Q4 2024 |
10,785
shares
|
$6.36 Million
0.4% of portfolio
|
Q4 2024
Reduced 94.37%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
10,744
shares
|
$6.33 Million
0.34% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Oct 22, 2024 Q3 2024 |
10,685
shares
|
$6.3 Million
4.36% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
10,663
shares
|
$6.29 Million
0.31% of portfolio
|
Q3 2024
Reduced 8.02%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
10,632
shares
|
$6.27 Million
1.09% of portfolio
|
Q3 2024
Added 10.42%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
10,625
shares
|
$6.26 Million
1.08% of portfolio
|
Q3 2023
Reduced 7.85%
|
|
|
Broderick Brian C
|
Nov 06, 2024 Q3 2024 |
10,600
shares
|
$6.25 Million
1.29% of portfolio
|
Q2 2024
Reduced 5.03%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
10,597
shares
|
$6.25 Million
0.25% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
10,594
shares
|
$6.25 Million
1.0% of portfolio
|
Q3 2024
Reduced 0.64%
|