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 |
|---|---|---|---|---|---|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 12, 2024 Q3 2024 |
2,751
shares
|
$1.63 Million
0.27% of portfolio
|
Q2 2024
Added 3.23%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Nov 06, 2024 Q3 2024 |
2,749
shares
|
$1.63 Million
0.8% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
2,747
shares
|
$1.62 Million
0.16% of portfolio
|
Q3 2024
Reduced 6.94%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
2,747
shares
|
$1.62 Million
0.45% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Bourgeon Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
2,745
shares
|
$1.62 Million
0.3% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
2,743
shares
|
$1.62 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Jgp Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
2,742
shares
|
$1.62 Million
0.2% of portfolio
|
Q3 2024
Added 213.37%
|
|
|
Fortem Financial Group, LLC
|
Nov 18, 2024 Q3 2024 |
2,740
shares
|
$1.62 Million
0.66% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
2,739
shares
|
$1.62 Million
0.19% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 12, 2024 Q3 2024 |
2,727
shares
|
$1.61 Million
0.24% of portfolio
|
Q2 2024
Added 1.45%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,725
shares
|
$1.61 Million
0.14% of portfolio
|
Q3 2022
Added 30.76%
|
|
|
Parkside Advisors LLC
|
Oct 08, 2024 Q3 2024 |
2,723
shares
|
$1.61 Million
0.37% of portfolio
|
Q3 2024
Reduced 5.06%
|
|
|
Parker Financial LLC
Silverdale, WA |
Nov 04, 2024 Q3 2024 |
2,718
shares
|
$1.61 Million
0.78% of portfolio
|
Q3 2024
Reduced 32.25%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
2,712
shares
|
$1.6 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Triangle Securities Wealth Management
|
Nov 14, 2024 Q3 2024 |
2,706
shares
|
$1.6 Million
0.41% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 08, 2024 Q3 2024 |
2,701
shares
|
$1.6 Million
1.05% of portfolio
|
Q3 2024
Reduced 43.9%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
2,700
shares
|
$1.6 Million
1.08% of portfolio
|
Q3 2024
Added 57.62%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
2,696
shares
|
$1.59 Million
0.68% of portfolio
|
Q2 2023
Reduced 0.11%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,696
shares
|
$1.59 Million
1.26% of portfolio
|
Q3 2024
Reduced 88.84%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 08, 2024 Q3 2024 |
2,694
shares
|
$1.59 Million
0.9% of portfolio
|
Q3 2024
Added 28.04%
|
|
|
Riverstone Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
2,689
shares
|
$1.59 Million
0.9% of portfolio
|
Q1 2024
Added 8.04%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
2,673
shares
|
$1.58 Million
1.02% of portfolio
|
Q3 2024
Added 38.79%
|
|
|
Financial Council Asset Management Inc
|
Nov 12, 2024 Q3 2024 |
2,672
shares
|
$1.58 Million
0.8% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
2,671
shares
|
$1.58 Million
0.35% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 09, 2024 Q3 2024 |
2,666
shares
|
$1.58 Million
0.17% of portfolio
|
Q3 2024
Added 1.45%
|