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 |
|---|---|---|---|---|---|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
5,050
shares
|
$2.98 Million
0.72% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
5,032
shares
|
$2.97 Million
2.02% of portfolio
|
Q2 2022
Added 23.94%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
5,029
shares
|
$2.96 Million
0.94% of portfolio
|
Q4 2023
Reduced 0.02%
|
|
|
Wealth Management Partners, LLC
|
Oct 21, 2024 Q3 2024 |
5,023
shares
|
$2.96 Million
1.35% of portfolio
|
Q3 2024
Reduced 8.49%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
5,022
shares
|
$2.96 Million
0.51% of portfolio
|
Q3 2024
Added 7.88%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
5,018
shares
|
$2.96 Million
0.27% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
5,018
shares
|
$2.96 Million
0.38% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 06, 2024 Q3 2024 |
5,010
shares
|
$2.95 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
5,007
shares
|
$2.95 Million
1.21% of portfolio
|
Q3 2024
Reduced 6.24%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
5,006
shares
|
$2.95 Million
0.33% of portfolio
|
Q3 2024
Added 16.94%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
5,002
shares
|
$2.95 Million
1.51% of portfolio
|
Q2 2024
Added 68.91%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$2.95 Million
0.01% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,995
shares
|
$2.94 Million
0.43% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Asset Allocation & Management Company, LLC
|
Oct 22, 2024 Q3 2024 |
4,979
shares
|
$2.94 Million
1.8% of portfolio
|
Q1 2024
Reduced 9.91%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
4,976
shares
|
$2.93 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
4,947
shares
|
$2.92 Million
1.15% of portfolio
|
Q3 2024
Added 5.37%
|
|
|
Bhk Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
4,939
shares
|
$2.91 Million
1.06% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Mathes Company, Inc.
|
Oct 29, 2024 Q3 2024 |
4,930
shares
|
$2.91 Million
1.0% of portfolio
|
Q1 2024
Reduced 0.8%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
4,928
shares
|
$2.91 Million
0.26% of portfolio
|
Q3 2024
Added 10.59%
|
|
|
In Track Investment Management Inc
|
Oct 10, 2024 Q3 2024 |
4,920
shares
|
$2.9 Million
2.02% of portfolio
|
Q3 2024
Reduced 5.48%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
4,920
shares
|
$2.9 Million
0.43% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Oct 21, 2024 Q3 2024 |
4,920
shares
|
$2.9 Million
1.21% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
4,911
shares
|
$2.89 Million
0.53% of portfolio
|
Q3 2024
Reduced 17.13%
|
|
|
Pavion Blue Capital, LLC
|
Oct 23, 2024 Q3 2024 |
4,905
shares
|
$2.89 Million
1.33% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Mc Alister, Sweet & Associates, Inc.
|
Jan 07, 2025 Q4 2024 |
4,901
shares
|
$2.89 Million
4.29% of portfolio
|
Q4 2024
Reduced 0.59%
|