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 |
|---|---|---|---|---|---|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
6,406
shares
|
$3.78 Million
2.56% of portfolio
|
Q3 2024
Reduced 14.52%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
6,393
shares
|
$3.77 Million
1.88% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
6,378
shares
|
$3.76 Million
0.22% of portfolio
|
Q3 2022
Reduced 21.17%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
6,374
shares
|
$3.76 Million
0.15% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
6,362
shares
|
$3.75 Million
0.67% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Sequent Asset Management, LLC
|
Nov 01, 2024 Q3 2024 |
6,359
shares
|
$3.75 Million
3.09% of portfolio
|
Q3 2024
Added 28.83%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
6,359
shares
|
$3.75 Million
0.93% of portfolio
|
Q3 2024
Reduced 11.47%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
6,353
shares
|
$3.75 Million
1.4% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
6,349
shares
|
$3.74 Million
0.58% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
6,334
shares
|
$3.73 Million
0.96% of portfolio
|
Q3 2024
Reduced 6.81%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
6,333
shares
|
$3.73 Million
0.87% of portfolio
|
Q3 2024
Added 16.52%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Nov 05, 2024 Q3 2024 |
6,329
shares
|
$3.73 Million
2.98% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
6,322
shares
|
$3.73 Million
1.26% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Oct 15, 2024 Q3 2024 |
6,317
shares
|
$3.72 Million
1.11% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
6,312
shares
|
$3.72 Million
0.57% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
6,308
shares
|
$3.72 Million
1.26% of portfolio
|
Q3 2024
Added 10.71%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Oct 25, 2024 Q3 2024 |
6,305
shares
|
$3.72 Million
2.45% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
6,301
shares
|
$3.71 Million
0.75% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
6,296
shares
|
$3.71 Million
0.6% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
6,296
shares
|
$3.71 Million
1.05% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
6,278
shares
|
$3.7 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
6,272
shares
|
$3.7 Million
0.03% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
6,267
shares
|
$3.69 Million
1.78% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
6,266
shares
|
$3.69 Million
2.11% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Nov 07, 2024 Q3 2024 |
6,258
shares
|
$3.69 Million
1.78% of portfolio
|
Q3 2024
Reduced 95.78%
|