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 |
|---|---|---|---|---|---|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
3,296
shares
|
$1.95 Million
0.79% of portfolio
|
Q2 2022
Added 13.66%
|
|
|
Claret Asset Management Corp
|
Nov 14, 2024 Q3 2024 |
3,276
shares
|
$1.94 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
3,275
shares
|
$1.94 Million
0.51% of portfolio
|
Q3 2024
Added 3.67%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
3,272
shares
|
$1.93 Million
0.62% of portfolio
|
Q2 2022
Reduced 3.02%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
3,258
shares
|
$1.93 Million
0.2% of portfolio
|
Q2 2023
Reduced 2.19%
|
|
|
Geneva Partners, LLC
|
Oct 30, 2024 Q3 2024 |
3,240
shares
|
$1.92 Million
0.81% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
3,231
shares
|
$1.91 Million
0.2% of portfolio
|
Q3 2024
Added 8.97%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
3,225
shares
|
$1.91 Million
0.59% of portfolio
|
Q3 2024
Added 16.3%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,224
shares
|
$1.91 Million
0.28% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2024 Q3 2024 |
3,221
shares
|
$1.9 Million
1.4% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
3,212
shares
|
$1.9 Million
0.3% of portfolio
|
Q3 2024
Added 8.99%
|
|
|
Meyer Handelman CO
|
Oct 10, 2024 Q3 2024 |
3,210
shares
|
$1.9 Million
0.06% of portfolio
|
Q2 2024
Added 16.73%
|
|
|
Randolph CO Inc
Cincinnati, OH |
Oct 16, 2024 Q3 2024 |
3,210
shares
|
$1.9 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
3,204
shares
|
$1.89 Million
0.1% of portfolio
|
Q3 2024
Reduced 41.26%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
3,204
shares
|
$1.89 Million
0.89% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2024 Q3 2024 |
3,195
shares
|
$1.89 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Shaker Investments LLC
|
Oct 10, 2024 Q3 2024 |
3,191
shares
|
$1.89 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
3,186
shares
|
$1.88 Million
0.15% of portfolio
|
Q3 2024
Added 36.56%
|
|
|
Costello Asset Management, Inc
|
Nov 01, 2024 Q3 2024 |
3,170
shares
|
$1.87 Million
1.22% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Altus Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
3,167
shares
|
$1.87 Million
0.86% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,163
shares
|
$1.87 Million
0.4% of portfolio
|
Q1 2024
Added 1.41%
|
|
|
Powell Investment Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
3,159
shares
|
$1.87 Million
0.86% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Violich Capital Management, Inc.
|
Oct 18, 2024 Q3 2024 |
3,153
shares
|
$1.86 Million
0.24% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 14, 2024 Q3 2024 |
3,150
shares
|
$1.86 Million
0.46% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
3,145
shares
|
$1.86 Million
0.29% of portfolio
|
Q2 2024
Added 3.25%
|