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 |
|---|---|---|---|---|---|
|
Brand Asset Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
3,396
shares
|
$2.01 Million
0.78% of portfolio
|
Q3 2024
Reduced 21.41%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 24, 2024 Q3 2024 |
3,396
shares
|
$2.01 Million
0.53% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
3,395
shares
|
$2.01 Million
0.26% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Nov 12, 2024 Q3 2024 |
3,392
shares
|
$2.01 Million
1.01% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 30, 2024 Q3 2024 |
3,388
shares
|
$2 Million
0.25% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
3,387
shares
|
$2 Million
0.22% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
3,381
shares
|
$2 Million
0.32% of portfolio
|
Q3 2024
Reduced 18.9%
|
|
|
Edgar Lomax CO
Kingstowne, VA |
Nov 14, 2024 Q3 2024 |
3,368
shares
|
$1.99 Million
0.12% of portfolio
|
Q4 2023
Added 4.76%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
3,368
shares
|
$1.99 Million
1.06% of portfolio
|
Q3 2024
Reduced 7.35%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
3,362
shares
|
$1.99 Million
0.26% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 30, 2024 Q3 2024 |
3,355
shares
|
$1.98 Million
0.64% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Garner Asset Management Corp
|
Nov 12, 2024 Q3 2024 |
3,349
shares
|
$1.98 Million
0.85% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
3,346
shares
|
$1.98 Million
0.81% of portfolio
|
Q4 2022
Reduced 3.66%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
3,344
shares
|
$1.98 Million
0.74% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Campbell Wealth Management
|
Oct 28, 2024 Q3 2024 |
3,341
shares
|
$1.98 Million
0.17% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Oct 30, 2024 Q3 2024 |
3,336
shares
|
$1.97 Million
0.48% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Curbstone Financial Management Corp
|
Oct 03, 2024 Q3 2024 |
3,327
shares
|
$1.97 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
3,325
shares
|
$1.97 Million
0.27% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
3,324
shares
|
$1.96 Million
0.24% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
3,318
shares
|
$1.96 Million
1.14% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
3,315
shares
|
$1.96 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
3,309
shares
|
$1.96 Million
2.75% of portfolio
|
Q3 2022
Added 0.64%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Nov 25, 2024 Q3 2024 |
3,304
shares
|
$1.95 Million
0.86% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Halter Ferguson Financial Inc.
Carmel, IN |
Nov 13, 2024 Q3 2024 |
3,303
shares
|
$1.95 Million
1.01% of portfolio
|
Q2 2024
Added 1.07%
|
|
|
Auour Investments LLC
Wenham, MA |
Oct 30, 2024 Q3 2024 |
3,298
shares
|
$1.95 Million
0.69% of portfolio
|
Q3 2024
Added 0.55%
|