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 |
|---|---|---|---|---|---|
|
First Bancorp, Inc
|
Oct 18, 2024 Q3 2024 |
1,299
shares
|
$761,343
0.52% of portfolio
|
Q3 2024
Reduced 7.15%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Oct 07, 2024 Q3 2024 |
1,299
shares
|
$761,343
0.12% of portfolio
|
Q3 2024
Reduced 40.03%
|
|
|
Financial Futures LTD Liability Co.
|
Oct 24, 2024 Q3 2024 |
1,297
shares
|
$760,171
0.46% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
1,296
shares
|
$759,585
0.05% of portfolio
|
Q2 2024
Added 0.54%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 05, 2024 Q3 2024 |
1,296
shares
|
$759,585
0.11% of portfolio
|
Q3 2024
Added 7.64%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Oct 25, 2024 Q3 2024 |
1,293
shares
|
$757,827
0.2% of portfolio
|
Q3 2024
Added 47.94%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
1,292
shares
|
$757,241
0.3% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
1,288
shares
|
$754,896
0.42% of portfolio
|
Q4 2022
Added 2.47%
|
|
|
4 J Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
1,287
shares
|
$754,310
0.65% of portfolio
|
Q1 2024
Added 2.63%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
1,285
shares
|
$753,138
0.45% of portfolio
|
Q3 2023
Reduced 1.68%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
1,285
shares
|
$753,138
0.14% of portfolio
|
Q3 2024
Added 11.84%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Oct 21, 2024 Q3 2024 |
1,283
shares
|
$751,966
0.08% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
1,281
shares
|
$750,794
0.31% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
London CO Of Virginia
Richmond, VA |
Nov 14, 2024 Q3 2024 |
1,280
shares
|
$750,208
0.0% of portfolio
|
Q3 2024
Added 43.34%
|
|
|
Quaker Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,279
shares
|
$749,621
0.27% of portfolio
|
Q3 2024
Reduced 7.65%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
1,273
shares
|
$746,105
0.35% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
1,271
shares
|
$744,933
0.52% of portfolio
|
Q3 2024
Added 48.14%
|
|
|
American Trust Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,267
shares
|
$742,588
0.32% of portfolio
|
Q1 2024
Reduced 15.31%
|
|
|
Monarch Capital Management Inc
|
Oct 16, 2024 Q3 2024 |
1,267
shares
|
$742,588
0.2% of portfolio
|
Q3 2023
Added 15.5%
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Oct 24, 2024 Q3 2024 |
1,266
shares
|
$742,002
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Ht Partners LLC
|
Oct 23, 2024 Q3 2024 |
1,262
shares
|
$739,658
0.26% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
1,260
shares
|
$738,486
0.33% of portfolio
|
Q3 2024
Reduced 19.49%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Nov 05, 2024 Q3 2024 |
1,260
shares
|
$738,486
0.16% of portfolio
|
Q2 2024
Added 4.83%
|
|
|
Stonehearth Capital Management, LLC
|
Oct 02, 2024 Q3 2024 |
1,259
shares
|
$737,899
0.29% of portfolio
|
Q3 2024
Added 39.12%
|
|
|
Constitution Capital LLC
Shelton, CT |
Oct 11, 2024 Q3 2024 |
1,258
shares
|
$737,313
0.39% of portfolio
|
Q3 2024
Added 0.24%
|