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 |
|---|---|---|---|---|---|
|
Exchange Bank
Santa Rosa, CA |
Oct 10, 2024 Q3 2024 |
2,941
shares
|
$1.74 Million
1.38% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,937
shares
|
$1.74 Million
0.13% of portfolio
|
Q2 2023
Reduced 8.87%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
2,932
shares
|
$1.73 Million
0.65% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Nov 12, 2024 Q3 2024 |
2,932
shares
|
$1.73 Million
0.77% of portfolio
|
Q3 2023
Added 0.69%
|
|
|
Cap Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
2,925
shares
|
$1.73 Million
0.19% of portfolio
|
Q3 2024
Added 154.13%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
2,922
shares
|
$1.73 Million
0.53% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
2,918
shares
|
$1.72 Million
0.3% of portfolio
|
Q3 2024
Added 11.93%
|
|
|
Ami Asset Management Corp
|
Oct 25, 2024 Q3 2024 |
2,917
shares
|
$1.72 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
2,910
shares
|
$1.72 Million
0.92% of portfolio
|
Q3 2024
Reduced 12.27%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
2,910
shares
|
$1.72 Million
0.51% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
2,908
shares
|
$1.72 Million
1.4% of portfolio
|
Q3 2023
Reduced 9.91%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 12, 2024 Q3 2024 |
2,897
shares
|
$1.71 Million
0.24% of portfolio
|
Q3 2024
Reduced 7.21%
|
|
|
Ma Private Wealth
|
Oct 23, 2024 Q3 2024 |
2,887
shares
|
$1.71 Million
0.31% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Private Capital Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
2,886
shares
|
$1.71 Million
0.18% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Mandatum Life Insurance CO LTD
|
Oct 21, 2024 Q3 2024 |
2,885
shares
|
$1.71 Million
0.51% of portfolio
|
Q1 2020
Reduced 3.77%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 10, 2024 Q3 2024 |
2,884
shares
|
$1.7 Million
0.08% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Suncoast Equity Management
|
Oct 21, 2024 Q3 2024 |
2,884
shares
|
$1.7 Million
0.19% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Oct 21, 2024 Q3 2024 |
2,884
shares
|
$1.7 Million
0.97% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
2,882
shares
|
$1.7 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Newton One Investments LLC
|
Oct 17, 2024 Q3 2024 |
2,881
shares
|
$1.7 Million
0.66% of portfolio
|
Q3 2024
Added 100.91%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
2,880
shares
|
$1.7 Million
1.56% of portfolio
|
Q3 2024
Reduced 7.57%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
2,878
shares
|
$1.7 Million
0.5% of portfolio
|
Q3 2024
Reduced 29.91%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
2,873
shares
|
$1.7 Million
0.85% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Citizens & Northern Corp
|
Nov 04, 2024 Q3 2024 |
2,871
shares
|
$1.7 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Caxton Corp
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
2,867
shares
|
$1.69 Million
7.07% of portfolio
|
Q3 2024
Added 53.4%
|