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 $348 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
2,262
shares
|
$1.34 Million
3.38% of portfolio
|
Q3 2023
Added 4.29%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
2,260
shares
|
$1.34 Million
0.66% of portfolio
|
Q3 2024
Added 77.39%
|
|
|
Darrow Company, Inc.
|
Oct 10, 2024 Q3 2024 |
2,259
shares
|
$1.34 Million
0.77% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 12, 2024 Q3 2024 |
2,256
shares
|
$1.33 Million
0.17% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
2,256
shares
|
$1.33 Million
0.03% of portfolio
|
Q2 2024
Reduced 94.99%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Oct 30, 2024 Q3 2024 |
2,256
shares
|
$1.33 Million
0.87% of portfolio
|
Q3 2024
Reduced 22.13%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
2,254
shares
|
$1.33 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
2,253
shares
|
$1.33 Million
0.93% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,252
shares
|
$1.33 Million
0.22% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Dorchester Wealth Management CO
|
Oct 22, 2024 Q3 2024 |
2,251
shares
|
$1.33 Million
0.23% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Westwood Wealth Management
|
Nov 12, 2024 Q3 2024 |
2,251
shares
|
$1.33 Million
0.51% of portfolio
|
Q1 2024
Reduced 13.62%
|
|
|
Consilio Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
2,250
shares
|
$1.33 Million
0.53% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
2,245
shares
|
$1.33 Million
0.16% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,245
shares
|
$1.33 Million
1.1% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
2,241
shares
|
$1.32 Million
0.37% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Excalibur Management Corp
|
Nov 14, 2024 Q3 2024 |
2,236
shares
|
$1.32 Million
0.49% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
2,229
shares
|
$1.32 Million
0.23% of portfolio
|
Q1 2024
Added 0.32%
|
|
|
Hillman Capital Management, Inc.
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
2,228
shares
|
$1.32 Million
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
2,227
shares
|
$1.32 Million
0.21% of portfolio
|
Q3 2024
Reduced 6.51%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
2,227
shares
|
$1.32 Million
0.13% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 15, 2024 Q3 2024 |
2,225
shares
|
$1.32 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Estate Counselors, LLC
|
Nov 12, 2024 Q3 2024 |
2,225
shares
|
$1.32 Million
0.34% of portfolio
|
Q3 2024
Reduced 82.46%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
2,224
shares
|
$1.31 Million
0.54% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
2,221
shares
|
$1.31 Million
0.27% of portfolio
|
Q3 2024
Reduced 8.22%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
2,220
shares
|
$1.31 Million
0.72% of portfolio
|
Q3 2024
Added 167.79%
|