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 |
|---|---|---|---|---|---|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
2,512
shares
|
$1.48 Million
0.51% of portfolio
|
Q3 2024
Added 68.48%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
2,512
shares
|
$1.48 Million
0.2% of portfolio
|
Q3 2024
Added 11.05%
|
|
|
Blodgett Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,504
shares
|
$1.48 Million
1.21% of portfolio
|
Q1 2023
Reduced 3.84%
|
|
|
Primoris Wealth Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
2,500
shares
|
$1.48 Million
1.03% of portfolio
|
Q4 2023
Added 25.0%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
2,500
shares
|
$1.48 Million
0.9% of portfolio
|
Q3 2024
Added 19.1%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 17, 2024 Q3 2024 |
2,495
shares
|
$1.47 Million
0.28% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 22, 2024 Q3 2024 |
2,494
shares
|
$1.47 Million
1.31% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
2,491
shares
|
$1.47 Million
0.53% of portfolio
|
Q3 2024
Added 74.07%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Nov 01, 2024 Q3 2024 |
2,484
shares
|
$1.47 Million
1.08% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Upper Left Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
2,480
shares
|
$1.47 Million
1.24% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Oct 03, 2024 Q3 2024 |
2,480
shares
|
$1.47 Million
0.53% of portfolio
|
Q3 2024
Reduced 9.19%
|
|
|
Tanglewood Wealth Management, Inc.
|
Oct 25, 2024 Q3 2024 |
2,478
shares
|
$1.46 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
2,477
shares
|
$1.46 Million
0.33% of portfolio
|
Q3 2024
Added 30.64%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
2,472
shares
|
$1.46 Million
0.41% of portfolio
|
Q3 2023
Added 4.13%
|
|
|
Bleichroeder LP
New York, NY |
Nov 13, 2024 Q3 2024 |
2,470
shares
|
$1.46 Million
0.48% of portfolio
|
Q4 2023
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,460
shares
|
$1.45 Million
0.33% of portfolio
|
Q3 2024
Added 4.77%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
2,458
shares
|
$1.45 Million
0.19% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Friedenthal Financial
|
Oct 17, 2024 Q3 2024 |
2,457
shares
|
$1.45 Million
0.93% of portfolio
|
Q3 2024
Added 14.17%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
2,455
shares
|
$1.45 Million
0.32% of portfolio
|
Q2 2024
Reduced 0.61%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,447
shares
|
$1.45 Million
0.02% of portfolio
|
Q3 2024
Reduced 61.72%
|
|
|
Palouse Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
2,441
shares
|
$1.44 Million
0.91% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
2,440
shares
|
$1.44 Million
0.36% of portfolio
|
Q2 2024
Added 7.82%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 24, 2024 Q3 2024 |
2,433
shares
|
$1.44 Million
0.52% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 06, 2024 Q3 2024 |
2,426
shares
|
$1.43 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
2,419
shares
|
$1.43 Million
0.03% of portfolio
|
Q3 2024
Reduced 10.84%
|