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 |
|---|---|---|---|---|---|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
2,000
shares
|
$1.17 Million
0.78% of portfolio
|
Q2 2024
Added 25.79%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
2,000
shares
|
$1.17 Million
0.91% of portfolio
|
Q2 2024
Reduced 6.98%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Oct 07, 2024 Q3 2024 |
1,995
shares
|
$1.17 Million
0.56% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Sterling Manor Financial, LLC
|
Oct 24, 2024 Q3 2024 |
1,994
shares
|
$1.17 Million
0.81% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Nov 14, 2024 Q3 2024 |
1,989
shares
|
$1.17 Million
1.09% of portfolio
|
Q3 2024
Added 46.57%
|
|
|
Ti Trust, Inc
|
Nov 04, 2024 Q3 2024 |
1,982
shares
|
$1.16 Million
0.81% of portfolio
|
Q2 2024
Reduced 0.1%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
1,979
shares
|
$1.16 Million
0.34% of portfolio
|
Q1 2024
Reduced 6.39%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
1,975
shares
|
$1.16 Million
0.45% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,972
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 98.92%
|
|
|
Wj Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
1,960
shares
|
$1.15 Million
0.42% of portfolio
|
Q3 2024
Reduced 43.82%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 04, 2024 Q3 2024 |
1,958
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2024
Added 65.93%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,958
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.75%
|
|
|
Tru Independence LLC
|
Nov 04, 2024 Q3 2024 |
1,952
shares
|
$1.14 Million
0.34% of portfolio
|
Q3 2024
Added 12.44%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
1,952
shares
|
$1.14 Million
0.07% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Valicenti Advisory Services Inc
|
Oct 23, 2024 Q3 2024 |
1,949
shares
|
$1.14 Million
0.29% of portfolio
|
Q3 2024
Reduced 18.42%
|
|
|
First Affirmative Financial Network
|
Oct 10, 2024 Q3 2024 |
1,945
shares
|
$1.14 Million
0.63% of portfolio
|
Q3 2024
New holding
|
|
|
Am Investment Strategies LLC
|
Oct 29, 2024 Q3 2024 |
1,945
shares
|
$1.14 Million
0.28% of portfolio
|
Q3 2024
Added 22.79%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 08, 2024 Q3 2024 |
1,945
shares
|
$1.14 Million
0.57% of portfolio
|
Q1 2024
Added 0.41%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
1,944
shares
|
$1.14 Million
0.31% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 14, 2024 Q3 2024 |
1,943
shares
|
$1.14 Million
0.59% of portfolio
|
Q2 2022
Added 61.38%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
1,930
shares
|
$1.13 Million
0.29% of portfolio
|
Q3 2024
Added 12.01%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Nov 08, 2024 Q3 2024 |
1,930
shares
|
$1.13 Million
0.64% of portfolio
|
Q3 2024
Added 7.28%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Nov 06, 2024 Q3 2024 |
1,928
shares
|
$1.13 Million
1.94% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
1,927
shares
|
$1.13 Million
0.36% of portfolio
|
Q2 2024
Added 0.16%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
1,918
shares
|
$1.12 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.36%
|