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 |
|---|---|---|---|---|---|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
7,831
shares
|
$4.62 Million
0.07% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
7,825
shares
|
$4.61 Million
3.6% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
7,806
shares
|
$4.6 Million
2.19% of portfolio
|
Q1 2023
Reduced 16.85%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Oct 11, 2024 Q3 2024 |
7,799
shares
|
$4.6 Million
1.87% of portfolio
|
Q3 2024
Added 10.17%
|
|
|
Braun Stacey Associates Inc
|
Nov 07, 2024 Q3 2024 |
7,796
shares
|
$4.6 Million
0.18% of portfolio
|
Q3 2024
Reduced 4.82%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,794
shares
|
$4.59 Million
2.47% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
7,791
shares
|
$4.59 Million
2.06% of portfolio
|
Q3 2024
Reduced 6.81%
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
7,764
shares
|
$4.58 Million
2.92% of portfolio
|
Q3 2024
Reduced 33.84%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
7,759
shares
|
$4.57 Million
1.06% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
7,741
shares
|
$4.56 Million
2.57% of portfolio
|
Q2 2024
Reduced 3.66%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
7,736
shares
|
$4.56 Million
0.0% of portfolio
|
Q3 2024
Added 17.28%
|
|
|
D. Scott Neal, Inc.
|
Oct 17, 2024 Q3 2024 |
7,712
shares
|
$4.55 Million
2.35% of portfolio
|
Q3 2024
Added 136.64%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
7,712
shares
|
$4.55 Million
1.89% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
7,704
shares
|
$4.54 Million
1.33% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
7,680
shares
|
$4.53 Million
0.33% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
7,637
shares
|
$4.5 Million
1.53% of portfolio
|
Q3 2024
Added 5.73%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Nov 13, 2024 Q3 2024 |
7,627
shares
|
$4.5 Million
0.42% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
7,626
shares
|
$4.5 Million
1.48% of portfolio
|
Q3 2024
Reduced 15.34%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
7,616
shares
|
$4.49 Million
0.35% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Ameraudi Asset Management, Inc.
|
Nov 14, 2024 Q3 2024 |
7,602
shares
|
$4.48 Million
2.0% of portfolio
|
Q3 2024
Reduced 6.03%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
7,601
shares
|
$4.48 Million
2.0% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
7,597
shares
|
$4.48 Million
2.61% of portfolio
|
Q2 2024
Added 15.09%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
7,591
shares
|
$4.47 Million
1.21% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Oct 18, 2024 Q3 2024 |
7,572
shares
|
$4.46 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
7,572
shares
|
$4.46 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.21%
|