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 |
|---|---|---|---|---|---|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 24, 2024 Q3 2024 |
2,213
shares
|
$1.3 Million
0.2% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
|
Trevian Wealth Management LLC
|
Oct 09, 2024 Q3 2024 |
2,212
shares
|
$1.3 Million
1.04% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
2,211
shares
|
$1.3 Million
1.51% of portfolio
|
Q3 2023
Added 2.46%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
2,209
shares
|
$1.29 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
2,209
shares
|
$1.29 Million
0.31% of portfolio
|
Q2 2024
Reduced 5.84%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
2,207
shares
|
$1.29 Million
0.13% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
2,202
shares
|
$1.29 Million
1.07% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Oct 21, 2024 Q3 2024 |
2,201
shares
|
$1.29 Million
0.83% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
2,200
shares
|
$1.29 Million
0.42% of portfolio
|
Q3 2024
Added 26.95%
|
|
|
Mayport, LLC
|
Oct 16, 2024 Q3 2024 |
2,195
shares
|
$1.29 Million
0.41% of portfolio
|
Q2 2024
Added 2.33%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Oct 15, 2024 Q3 2024 |
2,195
shares
|
$1.29 Million
0.78% of portfolio
|
Q3 2024
Added 115.41%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 24, 2024 Q3 2024 |
2,192
shares
|
$1.28 Million
0.61% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
2,190
shares
|
$1.28 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
West Chester Capital Advisors, Inc
|
Nov 09, 2023 Q3 2023 |
2,190
shares
|
$1.28 Million
1.79% of portfolio
|
Q3 2023
Reduced 8.44%
|
|
|
Shapiro Capital Management LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
2,180
shares
|
$1.28 Million
0.04% of portfolio
|
Q3 2024
Reduced 88.28%
|
|
|
Orcam Financial Group
Encinitas, CA |
Nov 14, 2024 Q3 2024 |
2,178
shares
|
$1.28 Million
1.22% of portfolio
|
Q3 2024
Reduced 42.15%
|
|
|
Von Berge Wealth Management Group, LLC
|
Nov 12, 2024 Q3 2024 |
2,175
shares
|
$1.27 Million
0.65% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Dec 17, 2024 Q3 2024 |
2,170
shares
|
$1.27 Million
0.71% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Nov 13, 2024 Q3 2024 |
2,166
shares
|
$1.27 Million
1.23% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 14, 2024 Q3 2024 |
2,165
shares
|
$1.27 Million
0.74% of portfolio
|
Q1 2024
Reduced 4.42%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
2,162
shares
|
$1.27 Million
0.38% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Vaughan & CO Securities, Inc.
|
Oct 31, 2024 Q3 2024 |
2,160
shares
|
$1.27 Million
0.74% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Capital Cs Group, LLC
|
Oct 04, 2024 Q3 2024 |
2,159
shares
|
$1.27 Million
0.85% of portfolio
|
Q3 2024
Reduced 24.8%
|
|
|
Trust CO Of Tennessee
Knoxville, TN |
Nov 04, 2024 Q3 2024 |
2,158
shares
|
$1.26 Million
0.41% of portfolio
|
Q2 2024
New holding
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
2,153
shares
|
$1.26 Million
0.1% of portfolio
|
Q4 2021
Reduced 4.4%
|