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 |
|---|---|---|---|---|---|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Nov 13, 2024 Q3 2024 |
6,245
shares
|
$3.68 Million
2.41% of portfolio
|
Q1 2024
New holding
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
6,244
shares
|
$3.68 Million
0.33% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
6,236
shares
|
$3.68 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
6,235
shares
|
$3.68 Million
1.43% of portfolio
|
Q1 2023
Added 4.18%
|
|
|
Orgel Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
6,233
shares
|
$3.67 Million
0.09% of portfolio
|
Q3 2024
Added 36.93%
|
|
|
F&V Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
6,226
shares
|
$3.67 Million
0.92% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Fagan Associates, Inc.
|
Nov 12, 2024 Q3 2024 |
6,225
shares
|
$3.67 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 11, 2024 Q3 2024 |
6,217
shares
|
$3.66 Million
1.44% of portfolio
|
Q3 2024
Added 7.84%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
6,205
shares
|
$3.66 Million
0.27% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
6,201
shares
|
$3.66 Million
1.72% of portfolio
|
Q1 2024
Added 10.57%
|
|
|
Oribel Capital Management, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
6,200
shares
|
$3.65 Million
0.17% of portfolio
|
Q3 2024
Reduced 26.19%
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
6,180
shares
|
$3.64 Million
1.5% of portfolio
|
Q3 2024
Added 9.63%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
6,168
shares
|
$3.64 Million
1.62% of portfolio
|
Q3 2024
Added 7.16%
|
|
|
Pitti Group Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
6,164
shares
|
$3.63 Million
3.63% of portfolio
|
Q2 2024
Reduced 0.64%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
6,163
shares
|
$3.63 Million
0.22% of portfolio
|
Q3 2024
Reduced 10.69%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Nov 01, 2024 Q3 2024 |
6,151
shares
|
$3.63 Million
1.82% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
6,150
shares
|
$3.63 Million
0.59% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
6,123
shares
|
$3.61 Million
0.44% of portfolio
|
Q3 2024
Added 8.22%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
6,103
shares
|
$3.6 Million
0.12% of portfolio
|
Q3 2024
Added 441.05%
|
|
|
Bcm Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
6,102
shares
|
$3.6 Million
0.79% of portfolio
|
Q3 2024
Reduced 21.58%
|
|
|
Capital City Trust CO
|
Nov 07, 2024 Q3 2024 |
6,077
shares
|
$3.58 Million
0.88% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Boston Trust Walden Corp
|
Oct 24, 2024 Q3 2024 |
6,069
shares
|
$3.58 Million
0.02% of portfolio
|
Q3 2024
Reduced 15.6%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
6,047
shares
|
$3.56 Million
1.16% of portfolio
|
Q3 2024
Added 14.27%
|
|
|
Northside Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
6,046
shares
|
$3.56 Million
0.55% of portfolio
|
Q3 2024
Added 27.55%
|
|
|
Silvant Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
6,045
shares
|
$3.56 Million
0.16% of portfolio
|
Q3 2024
Reduced 6.21%
|