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 4,553 institutions that hold shares in the stock, with a total of 593 Million shares, which have been reported (via 13F filing form) to have a value of $351 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
3,482
shares
|
$2.06 Million
1.06% of portfolio
|
Q1 2024
Added 0.03%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
3,481
shares
|
$2.06 Million
0.32% of portfolio
|
Q4 2022
Reduced 1.39%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
3,480
shares
|
$2.06 Million
0.51% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 31, 2024 Q3 2024 |
3,471
shares
|
$2.05 Million
1.69% of portfolio
|
Q3 2024
New holding
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
3,468
shares
|
$2.05 Million
0.38% of portfolio
|
Q3 2024
Reduced 4.86%
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
3,455
shares
|
$2.04 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Oct 28, 2024 Q3 2024 |
3,453
shares
|
$2.04 Million
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
3,449
shares
|
$2.04 Million
0.49% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
3,446
shares
|
$2.04 Million
0.15% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Oct 31, 2024 Q3 2024 |
3,446
shares
|
$2.04 Million
1.52% of portfolio
|
Q3 2024
Reduced 7.89%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
3,443
shares
|
$2.04 Million
0.07% of portfolio
|
Q3 2024
Reduced 64.63%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
3,442
shares
|
$2.03 Million
0.01% of portfolio
|
Q2 2024
Reduced 47.27%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Oct 21, 2024 Q3 2024 |
3,433
shares
|
$2.03 Million
1.31% of portfolio
|
Q3 2024
Added 341.83%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
3,432
shares
|
$2.03 Million
0.26% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
United Maritime Capital LLC
New York, NY |
Nov 10, 2022 Q3 2022 |
3,431
shares
|
$2.03 Million
7.59% of portfolio
|
Q3 2022
Reduced 14.25%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Nov 01, 2024 Q3 2024 |
3,431
shares
|
$2.03 Million
1.73% of portfolio
|
Q3 2024
Reduced 79.29%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
3,421
shares
|
$2.02 Million
0.37% of portfolio
|
Q3 2024
Reduced 11.85%
|
|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
3,419
shares
|
$2.02 Million
0.44% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
3,413
shares
|
$2.02 Million
0.58% of portfolio
|
Q3 2024
Added 599.39%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
3,410
shares
|
$2.02 Million
0.46% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Oct 10, 2024 Q3 2024 |
3,408
shares
|
$2.01 Million
1.24% of portfolio
|
Q1 2024
New holding
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
3,403
shares
|
$2.01 Million
0.87% of portfolio
|
Q2 2024
Reduced 4.33%
|
|
|
360 Financial, Inc.
|
Nov 14, 2024 Q3 2024 |
3,401
shares
|
$2.01 Million
0.73% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
3,400
shares
|
$2.01 Million
1.4% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 07, 2024 Q3 2024 |
3,397
shares
|
$2.01 Million
0.04% of portfolio
|
Q3 2024
Reduced 24.29%
|