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 |
|---|---|---|---|---|---|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
10,578
shares
|
$6.24 Million
0.32% of portfolio
|
Q3 2022
Added 2.36%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
10,567
shares
|
$6.23 Million
0.44% of portfolio
|
Q2 2024
Added 1.02%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Nov 01, 2024 Q3 2024 |
10,560
shares
|
$6.23 Million
2.04% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
10,533
shares
|
$6.21 Million
2.02% of portfolio
|
Q3 2024
Added 13.4%
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
10,518
shares
|
$6.2 Million
3.69% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Providence First Trust CO
|
Nov 12, 2024 Q3 2024 |
10,509
shares
|
$6.19 Million
2.59% of portfolio
|
Q3 2024
Added 5.41%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
10,499
shares
|
$6.19 Million
0.66% of portfolio
|
Q2 2024
Reduced 16.79%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
10,485
shares
|
$6.18 Million
0.22% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 09, 2024 Q3 2024 |
10,466
shares
|
$6.17 Million
2.93% of portfolio
|
Q3 2024
Added 9.05%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 12, 2024 Q3 2024 |
10,465
shares
|
$6.17 Million
2.11% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
10,463
shares
|
$6.17 Million
3.48% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Nov 14, 2024 Q3 2024 |
10,451
shares
|
$6.16 Million
10.3% of portfolio
|
Q3 2024
Reduced 18.64%
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
10,449
shares
|
$6.16 Million
4.7% of portfolio
|
Q3 2024
Added 21.05%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
10,441
shares
|
$6.15 Million
0.27% of portfolio
|
Q3 2022
Reduced 3.2%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
10,439
shares
|
$6.15 Million
1.14% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Clarity Financial LLC
|
Oct 30, 2024 Q3 2024 |
10,419
shares
|
$6.14 Million
0.69% of portfolio
|
Q3 2024
Added 6.34%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
10,403
shares
|
$6.13 Million
5.13% of portfolio
|
Q2 2024
Added 6.01%
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Oct 28, 2024 Q3 2024 |
10,386
shares
|
$6.12 Million
1.11% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
10,371
shares
|
$6.11 Million
1.4% of portfolio
|
Q3 2024
Added 7.72%
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
10,371
shares
|
$6.11 Million
1.49% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 04, 2024 Q3 2024 |
10,368
shares
|
$6.11 Million
0.92% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
10,359
shares
|
$6.11 Million
2.96% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
10,341
shares
|
$6.1 Million
4.82% of portfolio
|
Q2 2024
Reduced 2.68%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
10,297
shares
|
$6.07 Million
0.33% of portfolio
|
Q3 2024
Reduced 85.87%
|
|
|
Helen Stephens Group, LLC
|
Oct 08, 2024 Q3 2024 |
10,258
shares
|
$6.05 Million
1.8% of portfolio
|
Q3 2024
Added 9.49%
|