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 |
|---|---|---|---|---|---|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
9,511
shares
|
$5.61 Million
2.24% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
9,501
shares
|
$5.6 Million
0.7% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
9,501
shares
|
$5.6 Million
1.95% of portfolio
|
Q3 2024
Added 42.98%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2024 Q3 2024 |
9,492
shares
|
$5.6 Million
0.64% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Texas Permanent School Fund
Austin, TX |
Nov 14, 2024 Q3 2024 |
9,471
shares
|
$5.58 Million
0.91% of portfolio
|
Q3 2024
Reduced 97.89%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Dec 17, 2024 Q3 2024 |
9,468
shares
|
$5.58 Million
3.67% of portfolio
|
Q3 2024
Reduced 4.75%
|
|
|
Guyasuta Investment Advisors Inc
|
Nov 13, 2024 Q3 2024 |
9,467
shares
|
$5.58 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Unionview, LLC
Seattle, WA |
Nov 06, 2024 Q3 2024 |
9,453
shares
|
$5.57 Million
4.24% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
9,450
shares
|
$5.57 Million
1.66% of portfolio
|
Q3 2024
Added 18.04%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
9,431
shares
|
$5.56 Million
1.49% of portfolio
|
Q3 2024
Reduced 22.3%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
9,428
shares
|
$5.56 Million
2.92% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
9,395
shares
|
$5.54 Million
1.26% of portfolio
|
Q2 2022
Added 0.13%
|
|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
9,393
shares
|
$5.54 Million
0.27% of portfolio
|
Q2 2024
Reduced 2.26%
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2024 Q3 2024 |
9,388
shares
|
$5.53 Million
0.05% of portfolio
|
Q3 2024
Added 5.57%
|
|
|
Bay Rivers Group
|
Oct 25, 2024 Q3 2024 |
9,384
shares
|
$5.53 Million
2.7% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
9,352
shares
|
$5.51 Million
2.65% of portfolio
|
Q3 2024
Reduced 10.37%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
9,349
shares
|
$5.51 Million
2.11% of portfolio
|
Q4 2022
Reduced 10.56%
|
|
|
Private Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
9,327
shares
|
$5.5 Million
0.43% of portfolio
|
Q3 2024
Added 19.53%
|
|
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
Nov 15, 2024 Q3 2024 |
9,322
shares
|
$5.5 Million
0.14% of portfolio
|
Q3 2024
Reduced 71.52%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Oct 15, 2024 Q3 2024 |
9,321
shares
|
$5.49 Million
2.89% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Oct 28, 2024 Q3 2024 |
9,256
shares
|
$5.46 Million
0.3% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
9,204
shares
|
$5.43 Million
1.09% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
9,197
shares
|
$5.42 Million
1.05% of portfolio
|
Q3 2024
Added 8.72%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
9,189
shares
|
$5.42 Million
0.29% of portfolio
|
Q4 2023
Reduced 7.57%
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Nov 05, 2024 Q3 2024 |
9,176
shares
|
$5.41 Million
2.72% of portfolio
|
Q3 2024
Reduced 0.34%
|