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 |
|---|---|---|---|---|---|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 15, 2024 Q3 2024 |
8,148
shares
|
$4.8 Million
3.06% of portfolio
|
Q4 2023
New holding
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
8,147
shares
|
$4.8 Million
1.44% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Oct 18, 2024 Q3 2024 |
8,136
shares
|
$4.8 Million
3.34% of portfolio
|
Q3 2024
Added 18.0%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Oct 30, 2024 Q3 2024 |
8,106
shares
|
$4.78 Million
1.94% of portfolio
|
Q4 2023
New holding
|
|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
8,084
shares
|
$4.77 Million
1.4% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
8,075
shares
|
$4.76 Million
1.55% of portfolio
|
Q3 2024
Reduced 27.25%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
8,060
shares
|
$4.75 Million
1.24% of portfolio
|
Q4 2022
Reduced 99.74%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
8,047
shares
|
$4.74 Million
0.01% of portfolio
|
Q3 2023
Added 71.1%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Nov 12, 2024 Q3 2024 |
8,024
shares
|
$4.73 Million
1.74% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
8,021
shares
|
$4.73 Million
0.42% of portfolio
|
Q3 2024
Added 15.59%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
8,013
shares
|
$4.72 Million
1.69% of portfolio
|
Q4 2022
Reduced 0.94%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
8,000
shares
|
$4.72 Million
0.43% of portfolio
|
Q3 2024
Added 51.52%
|
|
|
Pegasus Asset Management, Inc.
|
Oct 21, 2024 Q3 2024 |
7,975
shares
|
$4.7 Million
1.39% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
7,965
shares
|
$4.7 Million
0.97% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Nov 04, 2024 Q3 2024 |
7,965
shares
|
$4.7 Million
2.41% of portfolio
|
Q1 2024
Reduced 1.25%
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
7,949
shares
|
$4.69 Million
1.53% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
7,929
shares
|
$4.67 Million
0.28% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
7,918
shares
|
$4.67 Million
0.67% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Cohen Capital Management, Inc.
|
Oct 29, 2024 Q3 2024 |
7,914
shares
|
$4.67 Million
0.75% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Chesapeake Wealth Management
|
Nov 07, 2024 Q3 2024 |
7,905
shares
|
$4.66 Million
1.56% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
7,903
shares
|
$4.66 Million
0.74% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
7,883
shares
|
$4.65 Million
1.78% of portfolio
|
Q3 2024
Added 81.72%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
7,870
shares
|
$4.64 Million
1.38% of portfolio
|
Q3 2024
New holding
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Nov 07, 2023 Q3 2023 |
7,861
shares
|
$4.63 Million
4.07% of portfolio
|
Q3 2022
Reduced 3.97%
|
|
|
Single Point Partners, LLC
|
Oct 03, 2024 Q3 2024 |
7,844
shares
|
$4.62 Million
7.18% of portfolio
|
Q3 2024
Reduced 0.1%
|