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 |
|---|---|---|---|---|---|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
5,576
shares
|
$3.29 Million
0.4% of portfolio
|
Q4 2022
Added 14.29%
|
|
|
Merrion Investment Management Co, LLC
|
Oct 09, 2024 Q3 2024 |
5,570
shares
|
$3.28 Million
2.19% of portfolio
|
Q3 2024
Reduced 7.48%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
5,563
shares
|
$3.28 Million
1.42% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
5,545
shares
|
$3.27 Million
0.15% of portfolio
|
Q2 2022
Added 6.43%
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
5,525
shares
|
$3.26 Million
0.82% of portfolio
|
Q2 2022
Reduced 1.46%
|
|
|
Epiq Partners, LLC
|
Oct 15, 2024 Q3 2024 |
5,524
shares
|
$3.26 Million
1.92% of portfolio
|
Q2 2024
Added 3.29%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Nov 05, 2024 Q3 2024 |
5,504
shares
|
$3.24 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
5,497
shares
|
$3.24 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
5,486
shares
|
$3.23 Million
0.37% of portfolio
|
Q2 2023
Added 2.85%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 24, 2024 Q3 2024 |
5,447
shares
|
$3.21 Million
0.79% of portfolio
|
Q2 2024
Reduced 3.71%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
5,441
shares
|
$3.21 Million
0.39% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2024 Q3 2024 |
5,415
shares
|
$3.19 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
5,411
shares
|
$3.19 Million
0.15% of portfolio
|
Q3 2024
Reduced 61.28%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Nov 12, 2024 Q3 2024 |
5,385
shares
|
$3.17 Million
2.28% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
5,385
shares
|
$3.17 Million
0.29% of portfolio
|
Q3 2024
Reduced 41.93%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 11, 2024 Q3 2024 |
5,380
shares
|
$3.17 Million
1.82% of portfolio
|
Q3 2024
Reduced 14.26%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
5,370
shares
|
$3.17 Million
1.13% of portfolio
|
Q3 2024
Reduced 5.47%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
5,358
shares
|
$3.16 Million
1.09% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Nov 04, 2024 Q3 2024 |
5,350
shares
|
$3.15 Million
0.65% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Miramar Fiduciary Corp
Reno, NV |
Oct 30, 2024 Q3 2024 |
5,349
shares
|
$3.15 Million
2.65% of portfolio
|
Q2 2024
Added 16.79%
|
|
|
Waters Parkerson & Co., LLC
|
Nov 12, 2024 Q3 2024 |
5,341
shares
|
$3.15 Million
0.16% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
5,336
shares
|
$3.15 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Rede Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
5,332
shares
|
$3.14 Million
1.18% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Stevard, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,324
shares
|
$3.14 Million
12.44% of portfolio
|
Q3 2024
Reduced 46.18%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Nov 14, 2024 Q3 2024 |
5,319
shares
|
$3.14 Million
1.09% of portfolio
|
Q2 2023
Reduced 12.1%
|