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 |
|---|---|---|---|---|---|
|
American Capital Management Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
2,666
shares
|
$1.58 Million
0.05% of portfolio
|
Q4 2023
Reduced 1.84%
|
|
|
Mc Cutchen Group LLC
|
Nov 02, 2022 Q3 2022 |
2,665
shares
|
$1.58 Million
0.21% of portfolio
|
Q1 2022
Reduced 0.07%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
2,660
shares
|
$1.57 Million
0.13% of portfolio
|
Q3 2024
Added 60.24%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 18, 2024 Q3 2024 |
2,660
shares
|
$1.57 Million
0.63% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
2,653
shares
|
$1.57 Million
0.32% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
2,653
shares
|
$1.57 Million
0.7% of portfolio
|
Q3 2024
Reduced 29.94%
|
|
|
Ss&H Financial Advisors, Inc.
|
Oct 09, 2024 Q3 2024 |
2,648
shares
|
$1.57 Million
0.55% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 29, 2024 Q3 2024 |
2,648
shares
|
$1.57 Million
0.73% of portfolio
|
Q3 2024
Added 7.69%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
2,645
shares
|
$1.56 Million
0.99% of portfolio
|
Q3 2024
Reduced 67.77%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
2,642
shares
|
$1.56 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Nov 04, 2024 Q3 2024 |
2,640
shares
|
$1.56 Million
0.03% of portfolio
|
Q3 2024
Reduced 13.67%
|
|
|
Lee Danner & Bass Inc
|
Oct 30, 2024 Q3 2024 |
2,638
shares
|
$1.56 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Hudson Value Partners, LLC
|
Oct 31, 2024 Q3 2024 |
2,630
shares
|
$1.55 Million
0.61% of portfolio
|
Q3 2024
Added 13.61%
|
|
|
Dgs Capital Management, LLC
|
Dec 10, 2024 Q3 2024 |
2,626
shares
|
$1.55 Million
0.42% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
2,625
shares
|
$1.55 Million
0.14% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
2,622
shares
|
$1.55 Million
1.08% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
2,622
shares
|
$1.55 Million
0.25% of portfolio
|
Q3 2024
Added 5.9%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
2,620
shares
|
$1.55 Million
0.43% of portfolio
|
Q2 2024
Reduced 23.05%
|
|
|
Monterey Private Wealth, Inc.
|
Oct 03, 2024 Q3 2024 |
2,619
shares
|
$1.55 Million
0.51% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Spinnaker Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
2,616
shares
|
$1.55 Million
0.37% of portfolio
|
Q3 2024
Added 60.69%
|
|
|
Grant
|
Oct 15, 2024 Q3 2024 |
2,614
shares
|
$1.55 Million
0.75% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Long Road Investment Counsel, LLC
|
Nov 06, 2024 Q3 2024 |
2,614
shares
|
$1.55 Million
0.6% of portfolio
|
Q2 2024
Added 26.65%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
2,611
shares
|
$1.54 Million
0.42% of portfolio
|
Q2 2023
Reduced 7.28%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Nov 14, 2024 Q3 2024 |
2,605
shares
|
$1.54 Million
0.16% of portfolio
|
Q3 2024
Added 31.37%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2024 Q3 2024 |
2,602
shares
|
$1.54 Million
0.71% of portfolio
|
Q3 2024
Reduced 5.79%
|