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 |
|---|---|---|---|---|---|
|
Live Oak Private Wealth LLC
|
Oct 22, 2024 Q3 2024 |
1,675
shares
|
$981,717
0.16% of portfolio
|
Q2 2024
Reduced 2.67%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Nov 07, 2024 Q3 2024 |
1,671
shares
|
$979,373
0.92% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
1,661
shares
|
$973,512
0.06% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
1,660
shares
|
$972,926
0.19% of portfolio
|
Q3 2024
Added 21.52%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Oct 22, 2024 Q3 2024 |
1,660
shares
|
$972,926
2.62% of portfolio
|
Q2 2024
Reduced 12.95%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
1,659
shares
|
$972,339
0.05% of portfolio
|
Q3 2024
Added 12.4%
|
|
|
One Advisory Partners, LLC
|
Oct 17, 2024 Q3 2024 |
1,659
shares
|
$972,339
0.43% of portfolio
|
Q1 2024
Reduced 3.1%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,659
shares
|
$972,339
0.37% of portfolio
|
Q2 2024
Reduced 16.08%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 03, 2024 Q3 2024 |
1,657
shares
|
$971,167
0.82% of portfolio
|
Q1 2024
Added 0.49%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Oct 29, 2024 Q3 2024 |
1,654
shares
|
$969,409
0.74% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Nov 14, 2024 Q3 2024 |
1,651
shares
|
$967,651
0.65% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
1,647
shares
|
$965,306
0.52% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
1,646
shares
|
$964,720
0.02% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Unison Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
1,645
shares
|
$964,134
0.45% of portfolio
|
Q1 2024
Added 29.22%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
1,645
shares
|
$964,134
0.41% of portfolio
|
Q3 2024
Added 39.05%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
1,644
shares
|
$963,548
0.03% of portfolio
|
Q3 2024
Added 4.98%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
1,641
shares
|
$961,790
1.15% of portfolio
|
Q4 2023
Reduced 33.08%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Nov 04, 2024 Q3 2024 |
1,641
shares
|
$961,790
0.51% of portfolio
|
Q1 2024
Added 48.91%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 28, 2024 Q3 2024 |
1,637
shares
|
$959,445
0.61% of portfolio
|
Q3 2024
Reduced 13.61%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Oct 21, 2024 Q3 2024 |
1,636
shares
|
$958,859
0.57% of portfolio
|
Q1 2024
Reduced 69.14%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
1,635
shares
|
$958,273
0.71% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,634
shares
|
$957,687
0.11% of portfolio
|
Q3 2024
Reduced 12.43%
|
|
|
Signet Investment Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
1,632
shares
|
$956,515
0.47% of portfolio
|
Q3 2024
Added 89.55%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
1,632
shares
|
$956,515
0.85% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Hwg Holdings LP
Houston, TX |
Oct 23, 2024 Q3 2024 |
1,631
shares
|
$955,929
0.33% of portfolio
|
Q3 2024
New holding
|