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 |
|---|---|---|---|---|---|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
8,779
shares
|
$5.18 Million
0.43% of portfolio
|
Q3 2022
Added 18.72%
|
|
|
Colony Family Offices, LLC
|
Nov 07, 2024 Q3 2024 |
8,753
shares
|
$5.16 Million
1.7% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
8,742
shares
|
$5.15 Million
2.26% of portfolio
|
Q3 2024
Reduced 7.61%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
8,738
shares
|
$5.15 Million
0.48% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
8,722
shares
|
$5.14 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
8,718
shares
|
$5.14 Million
2.17% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
8,707
shares
|
$5.13 Million
0.14% of portfolio
|
Q3 2024
Reduced 55.01%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
8,700
shares
|
$5.13 Million
2.48% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Oct 22, 2024 Q3 2024 |
8,691
shares
|
$5.12 Million
1.13% of portfolio
|
Q3 2024
Added 35.08%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
8,682
shares
|
$5.12 Million
1.41% of portfolio
|
Q3 2024
Reduced 5.23%
|
|
|
Arcus Capital Partners, LLC
|
Nov 04, 2024 Q3 2024 |
8,679
shares
|
$5.12 Million
1.96% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
8,664
shares
|
$5.11 Million
0.45% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Klk Capital Management LLC
Los Angeles, CA |
Nov 14, 2023 Q3 2023 |
8,660
shares
|
$5.1 Million
4.89% of portfolio
|
Q3 2023
Reduced 25.86%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
8,659
shares
|
$5.1 Million
1.13% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Nov 07, 2024 Q3 2024 |
8,657
shares
|
$5.1 Million
2.39% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Atlas Brown,Inc.
|
Oct 18, 2024 Q3 2024 |
8,646
shares
|
$5.1 Million
1.75% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
8,598
shares
|
$5.07 Million
0.7% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Forth Right Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
8,586
shares
|
$5.06 Million
1.7% of portfolio
|
Q3 2024
Added 10.87%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
8,579
shares
|
$5.06 Million
0.48% of portfolio
|
Q3 2024
Added 19.07%
|
|
|
American Alpha Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
8,554
shares
|
$5.04 Million
4.49% of portfolio
|
Q3 2024
New holding
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
8,553
shares
|
$5.04 Million
2.35% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
8,546
shares
|
$5.04 Million
1.13% of portfolio
|
Q3 2024
Added 7.9%
|
|
|
Lockerman Financial Group, Inc.
|
Oct 15, 2024 Q3 2024 |
8,538
shares
|
$5.03 Million
8.77% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
8,523
shares
|
$5.02 Million
0.69% of portfolio
|
Q3 2024
Added 52.82%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
8,454
shares
|
$4.98 Million
0.76% of portfolio
|
Q3 2024
Reduced 1.63%
|