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 |
|---|---|---|---|---|---|
|
Windward Capital Management CO
|
Nov 01, 2024 Q3 2024 |
2,328
shares
|
$1.38 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
Nov 14, 2024 Q3 2024 |
2,327
shares
|
$1.38 Million
1.16% of portfolio
|
Q3 2024
Added 23.51%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 03, 2024 Q3 2024 |
2,326
shares
|
$1.38 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
2,323
shares
|
$1.37 Million
0.63% of portfolio
|
Q3 2024
Reduced 58.18%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Oct 17, 2024 Q3 2024 |
2,321
shares
|
$1.37 Million
0.78% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
2,318
shares
|
$1.37 Million
0.62% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
2,316
shares
|
$1.37 Million
0.71% of portfolio
|
Q3 2024
Added 164.38%
|
|
|
Penbrook Management LLC
|
Oct 15, 2024 Q3 2024 |
2,315
shares
|
$1.37 Million
0.91% of portfolio
|
Q2 2024
Reduced 4.14%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
2,314
shares
|
$1.37 Million
0.32% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Santori & Peters, Inc.
|
Oct 23, 2024 Q3 2024 |
2,313
shares
|
$1.37 Million
0.53% of portfolio
|
Q3 2024
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
2,310
shares
|
$1.37 Million
0.04% of portfolio
|
Q2 2021
Reduced 38.66%
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
2,302
shares
|
$1.36 Million
0.3% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
|
Ncp Inc.
La Quinta, CA |
Nov 13, 2024 Q3 2024 |
2,301
shares
|
$1.36 Million
0.75% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Baker Boyer National Bank
|
Oct 18, 2024 Q3 2024 |
2,298
shares
|
$1.36 Million
0.44% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
2,293
shares
|
$1.36 Million
0.12% of portfolio
|
Q4 2023
Reduced 59.47%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
2,292
shares
|
$1.35 Million
1.04% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
2,286
shares
|
$1.35 Million
0.24% of portfolio
|
Q3 2024
Added 23.84%
|
|
|
Janney Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
2,283
shares
|
$1.35 Million
0.09% of portfolio
|
Q2 2024
Reduced 29.82%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
2,276
shares
|
$1.35 Million
0.09% of portfolio
|
Q2 2023
Added 5.42%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
2,276
shares
|
$1.35 Million
0.09% of portfolio
|
Q2 2023
Added 5.42%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
2,276
shares
|
$1.35 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
2,274
shares
|
$1.34 Million
0.46% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
2,274
shares
|
$1.34 Million
0.34% of portfolio
|
Q2 2024
Added 1.79%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
2,273
shares
|
$1.34 Million
0.25% of portfolio
|
Q3 2024
Added 71.55%
|
|
|
Parthenon LLC
|
Nov 05, 2024 Q3 2024 |
2,266
shares
|
$1.34 Million
0.16% of portfolio
|
Q1 2024
Reduced 4.47%
|