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 |
|---|---|---|---|---|---|
|
Callahan Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
1,629
shares
|
$954,756
0.09% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
1,627
shares
|
$953,584
0.11% of portfolio
|
Q4 2022
Reduced 0.12%
|
|
|
626 Financial, LLC
|
Oct 15, 2024 Q3 2024 |
1,626
shares
|
$952,998
0.53% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
1,626
shares
|
$952,998
0.76% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
1,623
shares
|
$951,240
0.71% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 13, 2024 Q3 2024 |
1,618
shares
|
$948,309
0.22% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
1,618
shares
|
$948,309
0.34% of portfolio
|
Q3 2024
Added 14.83%
|
|
|
Noked Capital LTD
Tel Aviv, L3 |
Nov 14, 2022 Q3 2022 |
1,615
shares
|
$946,551
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
1,609
shares
|
$943,034
0.07% of portfolio
|
Q3 2024
Reduced 20.11%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
1,607
shares
|
$941,862
0.57% of portfolio
|
Q2 2023
Added 11.75%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
1,607
shares
|
$941,862
0.98% of portfolio
|
Q3 2024
Added 32.26%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 13, 2024 Q3 2024 |
1,605
shares
|
$940,690
0.46% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Dock Street Asset Management Inc
|
Oct 21, 2024 Q3 2024 |
1,602
shares
|
$938,932
0.13% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Nov 04, 2024 Q3 2024 |
1,602
shares
|
$938,932
0.87% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Nov 13, 2024 Q3 2024 |
1,601
shares
|
$938,346
0.21% of portfolio
|
Q3 2024
Reduced 63.39%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 05, 2024 Q3 2024 |
1,599
shares
|
$937,173
0.38% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
1,598
shares
|
$936,587
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
1,595
shares
|
$934,829
0.25% of portfolio
|
Q3 2024
Reduced 78.23%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
1,590
shares
|
$931,899
0.24% of portfolio
|
Q2 2022
Added 0.06%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
1,590
shares
|
$931,899
0.31% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Alamar Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,587
shares
|
$930,140
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,587
shares
|
$930,140
0.33% of portfolio
|
Q1 2023
Reduced 49.79%
|
|
|
Monument Capital Management
|
Oct 15, 2024 Q3 2024 |
1,585
shares
|
$928,968
0.25% of portfolio
|
Q3 2024
Reduced 10.35%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 18, 2024 Q3 2024 |
1,585
shares
|
$928,968
0.22% of portfolio
|
Q3 2024
Added 18.02%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Oct 03, 2024 Q3 2024 |
1,582
shares
|
$927,210
0.5% of portfolio
|
Q3 2024
Reduced 0.32%
|