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 |
|---|---|---|---|---|---|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
6,043
shares
|
$3.56 Million
0.26% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Nov 14, 2024 Q3 2024 |
6,040
shares
|
$3.56 Million
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 30, 2024 Q3 2024 |
6,037
shares
|
$3.56 Million
3.21% of portfolio
|
Q3 2024
Reduced 19.01%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
6,026
shares
|
$3.55 Million
0.81% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
6,018
shares
|
$3.55 Million
6.45% of portfolio
|
Q2 2023
Reduced 1.96%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
6,016
shares
|
$3.55 Million
0.48% of portfolio
|
Q3 2024
Added 45.17%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
6,000
shares
|
$3.54 Million
1.02% of portfolio
|
Q1 2024
Reduced 89.1%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
5,998
shares
|
$3.54 Million
2.03% of portfolio
|
Q3 2024
Added 15.75%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 07, 2024 Q3 2024 |
5,995
shares
|
$3.53 Million
1.93% of portfolio
|
Q3 2024
Reduced 14.34%
|
|
|
Armstrong Henry H Associates Inc
|
Oct 02, 2024 Q3 2024 |
5,990
shares
|
$3.53 Million
0.33% of portfolio
|
Q1 2024
Added 0.02%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 09, 2024 Q3 2024 |
5,983
shares
|
$3.53 Million
1.64% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
5,975
shares
|
$3.52 Million
1.61% of portfolio
|
Q3 2024
Reduced 11.21%
|
|
|
W Advisors, LLC
Germantown, TN |
Oct 28, 2024 Q3 2024 |
5,968
shares
|
$3.52 Million
2.12% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 31, 2024 Q3 2024 |
5,963
shares
|
$3.52 Million
1.53% of portfolio
|
Q3 2024
Added 34.21%
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
5,943
shares
|
$3.5 Million
0.71% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
5,933
shares
|
$3.5 Million
0.24% of portfolio
|
Q3 2024
Added 38.2%
|
|
|
Jackson Square Capital, LLC
|
Oct 31, 2024 Q3 2024 |
5,930
shares
|
$3.5 Million
0.89% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
First National Bank Sioux Falls
|
Oct 29, 2024 Q3 2024 |
5,929
shares
|
$3.5 Million
1.56% of portfolio
|
Q3 2023
Added 480.71%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
5,922
shares
|
$3.49 Million
0.12% of portfolio
|
Q3 2022
Reduced 0.42%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
5,918
shares
|
$3.49 Million
1.3% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
5,914
shares
|
$3.49 Million
2.49% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Oct 24, 2024 Q3 2024 |
5,913
shares
|
$3.49 Million
2.48% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Sky Investment Group LLC
|
Oct 21, 2024 Q3 2024 |
5,909
shares
|
$3.48 Million
0.63% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
5,896
shares
|
$3.48 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Wallington Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
5,886
shares
|
$3.47 Million
0.47% of portfolio
|
Q3 2024
Reduced 8.69%
|