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 |
|---|---|---|---|---|---|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
5,714
shares
|
$3.37 Million
0.48% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Oct 24, 2024 Q3 2024 |
5,711
shares
|
$3.37 Million
0.07% of portfolio
|
Q3 2024
Added 16.2%
|
|
|
Gilbert & Cook, Inc.
|
Nov 07, 2024 Q3 2024 |
5,710
shares
|
$3.37 Million
0.46% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Libra Wealth LLC
|
Oct 23, 2024 Q3 2024 |
5,703
shares
|
$3.36 Million
1.32% of portfolio
|
Q1 2024
Reduced 0.54%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
5,703
shares
|
$3.36 Million
0.16% of portfolio
|
Q3 2024
Added 7.3%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
5,700
shares
|
$3.36 Million
0.54% of portfolio
|
Q4 2023
Reduced 59.62%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
5,700
shares
|
$3.36 Million
0.66% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
5,699
shares
|
$3.36 Million
0.85% of portfolio
|
Q3 2024
Added 6.62%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 09, 2024 Q3 2024 |
5,684
shares
|
$3.35 Million
1.2% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Parisi Gray Wealth Management
|
Oct 07, 2024 Q3 2024 |
5,674
shares
|
$3.34 Million
1.08% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
5,673
shares
|
$3.34 Million
0.12% of portfolio
|
Q4 2024
Reduced 6.36%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
5,672
shares
|
$3.34 Million
0.69% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
5,663
shares
|
$3.34 Million
0.46% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Moneda S.A. Administradora General De Fondos
|
Nov 04, 2024 Q3 2024 |
5,661
shares
|
$3.34 Million
2.68% of portfolio
|
Q3 2024
Reduced 23.23%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
5,651
shares
|
$3.33 Million
0.2% of portfolio
|
Q4 2023
Added 6.12%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
5,647
shares
|
$3.33 Million
0.3% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
5,644
shares
|
$3.33 Million
0.29% of portfolio
|
Q2 2023
Added 0.04%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 08, 2024 Q3 2024 |
5,644
shares
|
$3.33 Million
1.25% of portfolio
|
Q3 2024
Added 10.71%
|
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
5,643
shares
|
$3.33 Million
0.14% of portfolio
|
Q3 2024
Reduced 18.24%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
5,624
shares
|
$3.32 Million
0.25% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
5,624
shares
|
$3.32 Million
1.07% of portfolio
|
Q3 2024
Added 15.86%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
5,620
shares
|
$3.31 Million
0.35% of portfolio
|
Q2 2024
Added 22.09%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
5,616
shares
|
$3.31 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 12, 2024 Q3 2024 |
5,581
shares
|
$3.29 Million
1.38% of portfolio
|
Q3 2024
Added 13.94%
|
|
|
Northeast Investment Management
|
Oct 29, 2024 Q3 2024 |
5,578
shares
|
$3.29 Million
0.15% of portfolio
|
Q3 2024
Added 28.05%
|