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 |
|---|---|---|---|---|---|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
9,928
shares
|
$5.85 Million
0.54% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Waddell & Associates, LLC
|
Nov 12, 2024 Q3 2024 |
9,904
shares
|
$5.84 Million
0.7% of portfolio
|
Q3 2024
Reduced 4.92%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
9,900
shares
|
$5.84 Million
0.37% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
9,885
shares
|
$5.83 Million
0.41% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
9,867
shares
|
$5.82 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 23, 2024 Q2 2024 |
9,853
shares
|
$5.81 Million
1.21% of portfolio
|
Q2 2024
Added 4.19%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
9,847
shares
|
$5.8 Million
0.69% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
9,845
shares
|
$5.8 Million
1.56% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
9,833
shares
|
$5.8 Million
0.97% of portfolio
|
Q1 2024
Added 203.49%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
9,831
shares
|
$5.8 Million
3.07% of portfolio
|
Q3 2024
Reduced 13.25%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 18, 2024 Q3 2024 |
9,830
shares
|
$5.79 Million
1.24% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Fusion Family Wealth LLC
|
Oct 17, 2024 Q3 2024 |
9,812
shares
|
$5.78 Million
0.52% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Defined Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
9,801
shares
|
$5.78 Million
3.8% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
9,785
shares
|
$5.77 Million
0.07% of portfolio
|
Q3 2024
Reduced 48.61%
|
|
|
Auxano Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
9,719
shares
|
$5.73 Million
1.52% of portfolio
|
Q3 2024
Reduced 7.48%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
9,701
shares
|
$5.72 Million
0.48% of portfolio
|
Q3 2024
Reduced 9.64%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 22, 2024 Q3 2024 |
9,685
shares
|
$5.71 Million
1.66% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
9,659
shares
|
$5.69 Million
1.22% of portfolio
|
Q1 2024
New holding
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
9,655
shares
|
$5.69 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Kearns & Associates LLC
|
Oct 29, 2024 Q3 2024 |
9,650
shares
|
$5.69 Million
3.65% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Omnia Family Wealth, LLC
|
Nov 06, 2024 Q3 2024 |
9,645
shares
|
$5.69 Million
2.38% of portfolio
|
Q3 2024
Reduced 29.12%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
9,645
shares
|
$5.69 Million
0.28% of portfolio
|
Q4 2022
Added 3.12%
|
|
|
John W. Brooker & Co., Cp As
|
Oct 28, 2024 Q3 2024 |
9,602
shares
|
$5.66 Million
2.8% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
9,574
shares
|
$5.64 Million
1.49% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Oct 18, 2024 Q3 2024 |
9,543
shares
|
$5.63 Million
4.1% of portfolio
|
Q3 2024
Added 1.06%
|