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 |
|---|---|---|---|---|---|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
6,780
shares
|
$4 Million
0.92% of portfolio
|
Q3 2024
Added 17.0%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
6,766
shares
|
$3.99 Million
0.87% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
6,753
shares
|
$3.98 Million
0.25% of portfolio
|
Q3 2024
Reduced 25.61%
|
|
|
Donald Yacktman
Yacktman Asset Management LP
|
Oct 30, 2024 Q3 2024 |
6,741
shares
|
$3.97 Million
0.04% of portfolio
|
Q3 2024
Added 15.88%
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 06, 2024 Q3 2024 |
6,731
shares
|
$3.97 Million
1.43% of portfolio
|
Q3 2024
Added 25.86%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 29, 2024 Q3 2024 |
6,731
shares
|
$3.97 Million
1.99% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
6,730
shares
|
$3.97 Million
2.52% of portfolio
|
Q3 2024
Reduced 7.96%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 15, 2024 Q3 2024 |
6,714
shares
|
$3.96 Million
0.33% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
6,711
shares
|
$3.96 Million
0.66% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
6,705
shares
|
$3.95 Million
0.96% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Nov 08, 2024 Q3 2024 |
6,704
shares
|
$3.95 Million
1.29% of portfolio
|
Q1 2024
Reduced 0.18%
|
|
|
Austin Asset Management CO Inc
|
Nov 01, 2024 Q3 2024 |
6,703
shares
|
$3.95 Million
0.81% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Oct 29, 2024 Q3 2024 |
6,702
shares
|
$3.95 Million
2.77% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Holocene Advisors, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
6,702
shares
|
$3.95 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
6,668
shares
|
$3.93 Million
0.04% of portfolio
|
Q2 2022
Reduced 25.18%
|
|
|
Enclave Advisors LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
6,668
shares
|
$3.93 Million
0.65% of portfolio
|
Q3 2024
New holding
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
6,666
shares
|
$3.93 Million
0.78% of portfolio
|
Q2 2022
Reduced 5.1%
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
6,663
shares
|
$3.93 Million
0.09% of portfolio
|
Q3 2024
Reduced 41.82%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
6,654
shares
|
$3.92 Million
0.47% of portfolio
|
Q3 2024
Reduced 29.8%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
6,647
shares
|
$3.92 Million
1.64% of portfolio
|
Q3 2024
Added 11.14%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
6,645
shares
|
$3.92 Million
1.09% of portfolio
|
Q4 2020
Reduced 61.64%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 08, 2024 Q3 2024 |
6,643
shares
|
$3.92 Million
2.23% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Edge Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
6,624
shares
|
$3.9 Million
0.77% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
6,603
shares
|
$3.89 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Home Federal Bank Of Tennessee
|
Oct 21, 2024 Q3 2024 |
6,602
shares
|
$3.89 Million
1.09% of portfolio
|
Q3 2024
Added 0.26%
|