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 |
|---|---|---|---|---|---|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
9,156
shares
|
$5.4 Million
0.4% of portfolio
|
Q3 2022
Reduced 7.78%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Nov 01, 2024 Q3 2024 |
9,146
shares
|
$5.39 Million
1.72% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
9,140
shares
|
$5.39 Million
0.69% of portfolio
|
Q3 2024
Added 22.16%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 14, 2024 Q3 2024 |
9,126
shares
|
$5.38 Million
1.54% of portfolio
|
Q3 2024
Added 11.28%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Nov 04, 2024 Q3 2024 |
9,107
shares
|
$5.37 Million
2.87% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 15, 2024 Q3 2024 |
9,106
shares
|
$5.37 Million
3.26% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Nov 04, 2024 Q3 2024 |
9,075
shares
|
$5.35 Million
4.02% of portfolio
|
Q3 2024
Added 6.63%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
9,044
shares
|
$5.33 Million
2.21% of portfolio
|
Q3 2024
Reduced 12.49%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Nov 06, 2024 Q3 2024 |
9,030
shares
|
$5.32 Million
1.04% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
9,019
shares
|
$5.32 Million
0.04% of portfolio
|
Q3 2024
Added 46.41%
|
|
|
Pacific Financial Group Inc
|
Nov 13, 2024 Q3 2024 |
9,012
shares
|
$5.31 Million
3.79% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
8,972
shares
|
$5.29 Million
1.05% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Herbst Group, LLC
Westport, CT |
Oct 07, 2024 Q3 2024 |
8,956
shares
|
$5.28 Million
3.22% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
8,951
shares
|
$5.28 Million
0.6% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
True North Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
8,948
shares
|
$5.27 Million
1.36% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
8,932
shares
|
$5.27 Million
0.16% of portfolio
|
Q1 2024
Reduced 0.69%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
8,920
shares
|
$5.26 Million
0.43% of portfolio
|
Q3 2024
Added 64.06%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Oct 24, 2024 Q3 2024 |
8,911
shares
|
$5.25 Million
3.17% of portfolio
|
Q3 2024
Added 432.64%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
8,910
shares
|
$5.25 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
My Personal Cfo, LLC
|
Oct 21, 2024 Q3 2024 |
8,906
shares
|
$5.25 Million
2.98% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
8,867
shares
|
$5.23 Million
0.83% of portfolio
|
Q3 2024
Reduced 6.28%
|
|
|
Sightline Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
8,837
shares
|
$5.21 Million
2.8% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
8,835
shares
|
$5.21 Million
2.15% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
8,807
shares
|
$5.19 Million
0.37% of portfolio
|
Q3 2024
Reduced 16.89%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jan 07, 2025 Q4 2024 |
8,788
shares
|
$5.18 Million
2.87% of portfolio
|
Q4 2024
Added 0.18%
|