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 |
|---|---|---|---|---|---|
|
Middleton & CO Inc
|
Oct 23, 2024 Q3 2024 |
5,316
shares
|
$3.13 Million
0.34% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
5,308
shares
|
$3.13 Million
4.92% of portfolio
|
Q3 2024
Reduced 12.78%
|
|
|
Geometric Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
5,296
shares
|
$3.12 Million
0.59% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Verum Partners LLC
Charlotte, NC |
Oct 16, 2024 Q3 2024 |
5,293
shares
|
$3.12 Million
0.89% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
5,292
shares
|
$3.12 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
5,287
shares
|
$3.12 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
5,285
shares
|
$3.12 Million
0.9% of portfolio
|
Q3 2024
Added 22.0%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
5,282
shares
|
$3.11 Million
0.17% of portfolio
|
Q3 2024
Added 46.11%
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
5,273
shares
|
$3.11 Million
1.25% of portfolio
|
Q3 2024
Added 4.77%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
5,272
shares
|
$3.11 Million
0.64% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
5,270
shares
|
$3.11 Million
0.44% of portfolio
|
Q3 2024
Reduced 6.86%
|
|
|
Bank Ozk
|
Nov 14, 2024 Q3 2024 |
5,265
shares
|
$3.1 Million
1.26% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,245
shares
|
$3.09 Million
0.13% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
5,245
shares
|
$3.09 Million
1.46% of portfolio
|
Q3 2024
Reduced 9.0%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
5,243
shares
|
$3.09 Million
0.66% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
5,239
shares
|
$3.09 Million
2.23% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 07, 2024 Q3 2024 |
5,231
shares
|
$3.08 Million
2.8% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Harbour Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
5,225
shares
|
$3.08 Million
0.72% of portfolio
|
Q3 2024
Reduced 8.57%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
5,222
shares
|
$3.08 Million
0.06% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Leeward Financial Partners, LLC
|
Oct 29, 2024 Q3 2024 |
5,214
shares
|
$3.07 Million
1.14% of portfolio
|
Q4 2023
Added 2.26%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 16, 2024 Q3 2024 |
5,209
shares
|
$3.07 Million
0.36% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
5,207
shares
|
$3.07 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Mcdaniel Terry & CO
|
Oct 23, 2024 Q3 2024 |
5,203
shares
|
$3.07 Million
0.25% of portfolio
|
Q3 2024
Added 36.35%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
5,191
shares
|
$3.06 Million
0.19% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Peterson Wealth Services
|
Nov 06, 2024 Q3 2024 |
5,190
shares
|
$3.06 Million
0.95% of portfolio
|
Q3 2024
Added 0.04%
|