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 |
|---|---|---|---|---|---|
|
Wealth Group LTD
Eden Prairie, MN |
Oct 08, 2024 Q3 2024 |
3,029
shares
|
$1.79 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Congress Park Capital LLC
|
Oct 09, 2024 Q3 2024 |
3,028
shares
|
$1.79 Million
0.64% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
3,028
shares
|
$1.79 Million
0.28% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
3,020
shares
|
$1.79 Million
0.02% of portfolio
|
Q2 2023
Reduced 4.22%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
3,016
shares
|
$1.78 Million
0.11% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 07, 2024 Q3 2024 |
3,014
shares
|
$1.78 Million
0.89% of portfolio
|
Q3 2024
Reduced 11.27%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
3,012
shares
|
$1.78 Million
0.37% of portfolio
|
Q3 2024
Added 52.51%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
3,008
shares
|
$1.78 Million
0.41% of portfolio
|
Q3 2024
Reduced 25.01%
|
|
|
Bank Of Marin
Novato, CA |
Nov 06, 2024 Q3 2024 |
3,004
shares
|
$1.78 Million
1.42% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
3,004
shares
|
$1.78 Million
1.15% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 24, 2024 Q3 2024 |
3,000
shares
|
$1.77 Million
0.22% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Sassicaia Capital Advisers LLC
Jericho, NY |
Nov 14, 2024 Q3 2024 |
3,000
shares
|
$1.77 Million
4.99% of portfolio
|
Q3 2024
Added 114.29%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Nov 01, 2024 Q3 2024 |
3,000
shares
|
$1.77 Million
0.46% of portfolio
|
Q1 2023
Added 2.04%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
2,996
shares
|
$1.77 Million
0.23% of portfolio
|
Q3 2024
Reduced 5.22%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
2,995
shares
|
$1.77 Million
0.43% of portfolio
|
Q3 2024
Added 36.14%
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2024 Q3 2024 |
2,993
shares
|
$1.77 Million
0.31% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Nov 12, 2024 Q3 2024 |
2,992
shares
|
$1.77 Million
1.19% of portfolio
|
Q4 2023
Added 0.07%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 15, 2024 Q3 2024 |
2,986
shares
|
$1.77 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
2,981
shares
|
$1.76 Million
0.32% of portfolio
|
Q3 2024
Added 16.31%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
2,966
shares
|
$1.75 Million
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
2,964
shares
|
$1.75 Million
1.2% of portfolio
|
Q3 2024
Added 39.35%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
2,960
shares
|
$1.75 Million
2.08% of portfolio
|
Q4 2022
New holding
|
|
|
Beta Wealth Group, Inc.
|
Nov 01, 2024 Q3 2024 |
2,959
shares
|
$1.75 Million
0.84% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 07, 2024 Q3 2024 |
2,957
shares
|
$1.75 Million
0.43% of portfolio
|
Q3 2024
Added 9.84%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 14, 2024 Q3 2024 |
2,951
shares
|
$1.74 Million
0.65% of portfolio
|
Q3 2024
Added 29.09%
|