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 |
|---|---|---|---|---|---|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Jul 31, 2024 Q2 2024 |
1,918
shares
|
$1.12 Million
0.51% of portfolio
|
Q2 2024
Reduced 8.71%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
1,917
shares
|
$1.12 Million
0.36% of portfolio
|
Q3 2024
Added 288.84%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 16, 2024 Q3 2024 |
1,915
shares
|
$1.12 Million
0.12% of portfolio
|
Q3 2024
Added 13.92%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
1,907
shares
|
$1.12 Million
0.57% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
1,906
shares
|
$1.12 Million
0.55% of portfolio
|
Q3 2024
Added 7.26%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Oct 09, 2024 Q3 2024 |
1,902
shares
|
$1.11 Million
0.89% of portfolio
|
Q1 2024
Reduced 3.79%
|
|
|
Fca Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
1,896
shares
|
$1.11 Million
0.34% of portfolio
|
Q2 2024
Reduced 2.97%
|
|
|
Radnor Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
1,895
shares
|
$1.11 Million
0.16% of portfolio
|
Q2 2024
Added 1.23%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
1,894
shares
|
$1.11 Million
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
1,893
shares
|
$1.11 Million
0.22% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
1,892
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2024
Reduced 22.68%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,892
shares
|
$1.11 Million
0.34% of portfolio
|
Q1 2024
Reduced 54.82%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
1,890
shares
|
$1.11 Million
0.58% of portfolio
|
Q2 2022
Added 15.1%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Dec 06, 2024 Q3 2024 |
1,882
shares
|
$1.1 Million
0.72% of portfolio
|
Q2 2024
Added 0.53%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Oct 03, 2024 Q3 2024 |
1,880
shares
|
$1.1 Million
0.78% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
1,875
shares
|
$1.1 Million
0.7% of portfolio
|
Q4 2021
Reduced 1.32%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 31, 2024 Q3 2024 |
1,875
shares
|
$1.1 Million
0.71% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,874
shares
|
$1.1 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
1,872
shares
|
$1.1 Million
0.21% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Marion Wealth Management
|
Oct 07, 2024 Q3 2024 |
1,866
shares
|
$1.09 Million
0.29% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,865
shares
|
$1.09 Million
0.13% of portfolio
|
Q3 2024
Added 5.55%
|
|
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
Nov 13, 2024 Q3 2024 |
1,863
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
1,860
shares
|
$1.09 Million
0.83% of portfolio
|
Q4 2023
New holding
|
|
|
Poplar Forest Capital LLC
|
Oct 31, 2024 Q3 2024 |
1,855
shares
|
$1.09 Million
0.15% of portfolio
|
Q2 2023
Reduced 11.67%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
1,853
shares
|
$1.09 Million
0.26% of portfolio
|
Q3 2024
Added 17.88%
|