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 |
|---|---|---|---|---|---|
|
Mengis Capital Management, Inc.
|
Nov 05, 2024 Q3 2024 |
7,236
shares
|
$4.27 Million
0.83% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
7,222
shares
|
$4.26 Million
0.16% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
7,221
shares
|
$4.26 Million
1.8% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Sunesis Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
7,207
shares
|
$4.25 Million
2.51% of portfolio
|
Q2 2024
Added 5.12%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Nov 08, 2024 Q3 2024 |
7,201
shares
|
$4.24 Million
0.93% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 09, 2024 Q3 2024 |
7,193
shares
|
$4.24 Million
1.6% of portfolio
|
Q3 2024
Reduced 11.88%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
7,168
shares
|
$4.23 Million
1.52% of portfolio
|
Q3 2024
Reduced 13.86%
|
|
|
Hoese & CO LLP
|
Oct 09, 2024 Q3 2024 |
7,167
shares
|
$4.22 Million
3.49% of portfolio
|
Q3 2024
Reduced 45.38%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
7,164
shares
|
$4.22 Million
1.03% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 12, 2024 Q3 2024 |
7,158
shares
|
$4.22 Million
1.95% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Baldwin Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
7,147
shares
|
$4.21 Million
1.06% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Evergreen Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
7,123
shares
|
$4.2 Million
1.13% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 08, 2024 Q3 2024 |
7,116
shares
|
$4.19 Million
2.5% of portfolio
|
Q3 2024
Reduced 40.69%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Oct 09, 2024 Q3 2024 |
7,115
shares
|
$4.19 Million
2.68% of portfolio
|
Q3 2024
Added 97.42%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2024 Q3 2024 |
7,114
shares
|
$4.19 Million
0.96% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
7,113
shares
|
$4.19 Million
3.37% of portfolio
|
Q3 2024
Added 15.41%
|
|
|
Metlife Inc
New York, NY |
Nov 13, 2024 Q3 2024 |
7,086
shares
|
$4.18 Million
40.6% of portfolio
|
Q3 2024
Reduced 10.43%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Nov 07, 2024 Q3 2024 |
7,082
shares
|
$4.17 Million
2.84% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
7,080
shares
|
$4.17 Million
1.3% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Signature Wealth Management Partners, LLC
|
Oct 24, 2024 Q3 2024 |
7,057
shares
|
$4.16 Million
2.94% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
7,056
shares
|
$4.16 Million
1.59% of portfolio
|
Q3 2024
Added 31.37%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
7,055
shares
|
$4.16 Million
1.25% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Pictet North America Advisors Sa
|
Oct 22, 2024 Q3 2024 |
7,053
shares
|
$4.16 Million
0.4% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
7,036
shares
|
$4.15 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
7,008
shares
|
$4.13 Million
3.51% of portfolio
|
Q3 2024
Added 13.49%
|