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 |
|---|---|---|---|---|---|
|
Sather Financial Group Inc
|
Nov 06, 2024 Q3 2024 |
5,190
shares
|
$3.06 Million
0.21% of portfolio
|
Q3 2024
Reduced 24.67%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
5,189
shares
|
$3.06 Million
0.03% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
5,189
shares
|
$3.06 Million
0.19% of portfolio
|
Q3 2024
Reduced 9.65%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2024 Q3 2024 |
5,186
shares
|
$3.06 Million
1.62% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
5,183
shares
|
$3.06 Million
0.59% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,179
shares
|
$3.05 Million
0.19% of portfolio
|
Q3 2024
Added 26.69%
|
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
5,176
shares
|
$3.05 Million
0.5% of portfolio
|
Q4 2023
Reduced 4.96%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
5,168
shares
|
$3.05 Million
1.36% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 15, 2024 Q3 2024 |
5,168
shares
|
$3.05 Million
1.18% of portfolio
|
Q2 2024
Reduced 4.31%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
5,143
shares
|
$3.03 Million
0.11% of portfolio
|
Q3 2022
Added 1.14%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
5,131
shares
|
$3.02 Million
0.69% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Noesis Capital Mangement Corp
|
Nov 14, 2024 Q3 2024 |
5,127
shares
|
$3.02 Million
0.58% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 18, 2024 Q3 2024 |
5,122
shares
|
$3.02 Million
1.41% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
5,122
shares
|
$3.02 Million
0.4% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Summit Place Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
5,116
shares
|
$3.02 Million
1.72% of portfolio
|
Q2 2024
Reduced 1.82%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
5,111
shares
|
$3.01 Million
0.22% of portfolio
|
Q3 2024
Added 6.35%
|
|
|
Verus Financial Partners, Inc.
|
Nov 01, 2024 Q3 2024 |
5,108
shares
|
$3.01 Million
0.32% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
5,101
shares
|
$3.01 Million
0.57% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
5,101
shares
|
$3.01 Million
0.42% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Nov 21, 2024 Q3 2024 |
5,081
shares
|
$3 Million
0.32% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Nov 12, 2024 Q3 2024 |
5,078
shares
|
$2.99 Million
1.56% of portfolio
|
Q2 2024
Added 2.3%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
5,061
shares
|
$2.98 Million
0.26% of portfolio
|
Q3 2024
Added 54.3%
|
|
|
Rovin Capital
|
Nov 01, 2024 Q3 2024 |
5,057
shares
|
$2.98 Million
1.07% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
5,053
shares
|
$2.98 Million
0.39% of portfolio
|
Q3 2024
Reduced 19.0%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Nov 08, 2024 Q3 2024 |
5,050
shares
|
$2.98 Million
2.08% of portfolio
|
Q3 2024
Added 1.2%
|