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 |
|---|---|---|---|---|---|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
1,473
shares
|
$863,325
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
1,470
shares
|
$861,567
0.55% of portfolio
|
Q4 2022
Reduced 36.61%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Oct 08, 2024 Q3 2024 |
1,470
shares
|
$861,567
0.11% of portfolio
|
Q2 2024
Added 16.11%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
1,467
shares
|
$859,808
0.22% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
1,465
shares
|
$858,636
0.24% of portfolio
|
Q3 2024
Added 215.05%
|
|
|
Wiser Wealth Management, Inc
|
Oct 03, 2024 Q3 2024 |
1,459
shares
|
$855,119
0.24% of portfolio
|
Q3 2024
Added 9.7%
|
|
|
Encompass Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,456
shares
|
$853,361
0.3% of portfolio
|
Q2 2024
Reduced 1.89%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
1,454
shares
|
$852,189
0.36% of portfolio
|
Q2 2024
Reduced 0.89%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
1,453
shares
|
$851,603
0.57% of portfolio
|
Q3 2024
Reduced 94.06%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
1,444
shares
|
$846,328
0.18% of portfolio
|
Q3 2024
Reduced 9.69%
|
|
|
Wade Financial Advisory, Inc
|
Oct 28, 2024 Q3 2024 |
1,441
shares
|
$844,570
0.28% of portfolio
|
Q1 2023
Reduced 1.77%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2024 Q3 2024 |
1,440
shares
|
$843,984
0.93% of portfolio
|
Q3 2024
Added 80.68%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
1,435
shares
|
$841,053
0.07% of portfolio
|
Q3 2024
Added 37.72%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
1,434
shares
|
$840,467
0.54% of portfolio
|
Q4 2023
New holding
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
Nov 12, 2024 Q3 2024 |
1,430
shares
|
$838,123
0.38% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
1,423
shares
|
$834,020
0.24% of portfolio
|
Q3 2024
Reduced 7.72%
|
|
|
O'Brien Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
1,418
shares
|
$831,089
0.17% of portfolio
|
Q3 2024
Added 53.46%
|
|
|
Vectors Research Management, LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
1,416
shares
|
$829,917
0.25% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
David R. Rahn & Associates Inc.
|
Nov 13, 2024 Q3 2024 |
1,415
shares
|
$829,331
0.25% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Taylor Wealth Management Partners
Boston, MA |
Aug 12, 2022 Q2 2022 |
1,414
shares
|
$828,745
0.3% of portfolio
|
Q2 2022
New holding
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 28, 2024 Q3 2024 |
1,413
shares
|
$828,159
0.36% of portfolio
|
Q3 2024
Added 20.15%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 13, 2024 Q3 2024 |
1,411
shares
|
$826,987
0.5% of portfolio
|
Q3 2024
Reduced 5.87%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
1,406
shares
|
$824,056
0.02% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Pennsylvania Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
1,403
shares
|
$822,298
0.29% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Nov 12, 2024 Q3 2024 |
1,402
shares
|
$821,712
0.1% of portfolio
|
Q2 2024
Reduced 6.66%
|