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 |
|---|---|---|---|---|---|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
4,897
shares
|
$2.89 Million
0.27% of portfolio
|
Q3 2024
Added 6.8%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
4,883
shares
|
$2.88 Million
0.59% of portfolio
|
Q3 2024
Reduced 7.41%
|
|
|
Elite Wealth Management, Inc.
|
Nov 13, 2024 Q3 2024 |
4,874
shares
|
$2.87 Million
0.67% of portfolio
|
Q3 2024
Reduced 29.14%
|
|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
4,867
shares
|
$2.87 Million
0.9% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
4,866
shares
|
$2.87 Million
0.24% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Private Wealth Group, LLC
|
Oct 28, 2024 Q3 2024 |
4,852
shares
|
$2.86 Million
1.43% of portfolio
|
Q4 2022
Added 38.31%
|
|
|
Zevenbergen Capital Investments LLC
Seattle, WA |
Nov 12, 2024 Q3 2024 |
4,844
shares
|
$2.86 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
4,835
shares
|
$2.85 Million
0.02% of portfolio
|
Q3 2024
Added 502.12%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 21, 2024 Q3 2024 |
4,824
shares
|
$2.84 Million
1.7% of portfolio
|
Q3 2024
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
4,816
shares
|
$2.84 Million
0.38% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
Searle & Co.
|
Oct 22, 2024 Q3 2024 |
4,806
shares
|
$2.83 Million
0.7% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 29, 2024 Q3 2024 |
4,799
shares
|
$2.83 Million
0.17% of portfolio
|
Q3 2024
Reduced 69.07%
|
|
|
Noked Israel LTD
Ramat Hasharon, L3 |
Nov 14, 2024 Q3 2024 |
4,794
shares
|
$2.83 Million
0.6% of portfolio
|
Q4 2023
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
4,790
shares
|
$2.82 Million
0.26% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 07, 2024 Q3 2024 |
4,787
shares
|
$2.82 Million
0.34% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
4,782
shares
|
$2.82 Million
0.62% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,774
shares
|
$2.81 Million
0.7% of portfolio
|
Q2 2022
Reduced 2.41%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
4,768
shares
|
$2.81 Million
1.16% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
4,764
shares
|
$2.81 Million
0.78% of portfolio
|
Q3 2024
Reduced 34.5%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
4,760
shares
|
$2.81 Million
0.14% of portfolio
|
Q3 2024
Reduced 87.48%
|
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
4,753
shares
|
$2.8 Million
0.12% of portfolio
|
Q3 2024
Added 14.45%
|
|
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
Nov 13, 2024 Q3 2024 |
4,752
shares
|
$2.8 Million
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Encompass More Asset Management
Danville, CA |
Nov 14, 2024 Q3 2024 |
4,745
shares
|
$2.8 Million
1.04% of portfolio
|
Q3 2024
New holding
|
|
|
Madrona Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
4,743
shares
|
$2.8 Million
0.8% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Nov 12, 2024 Q3 2024 |
4,739
shares
|
$2.79 Million
1.95% of portfolio
|
Q3 2024
Reduced 0.02%
|