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 |
|---|---|---|---|---|---|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
1,166
shares
|
$683,392
0.21% of portfolio
|
Q3 2024
Reduced 19.75%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
1,165
shares
|
$682,806
0.1% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Harbor Group, Inc.
|
Oct 08, 2024 Q3 2024 |
1,164
shares
|
$682,220
0.16% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Exeter Financial, LLC
|
Oct 07, 2024 Q3 2024 |
1,164
shares
|
$682,220
0.3% of portfolio
|
Q2 2024
Reduced 1.52%
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
1,164
shares
|
$682,220
0.4% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
1,163
shares
|
$681,634
0.29% of portfolio
|
Q2 2024
Reduced 8.06%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 16, 2024 Q3 2024 |
1,162
shares
|
$681,048
0.37% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Nov 14, 2024 Q3 2024 |
1,161
shares
|
$680,462
0.3% of portfolio
|
Q4 2023
Reduced 11.44%
|
|
|
Eclectic Associates Inc
|
Oct 04, 2024 Q3 2024 |
1,160
shares
|
$679,876
0.28% of portfolio
|
Q3 2024
Reduced 8.45%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
1,157
shares
|
$678,117
0.26% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,156
shares
|
$677,531
0.22% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,156
shares
|
$677,531
0.25% of portfolio
|
Q1 2024
Added 13.89%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
1,155
shares
|
$676,945
0.2% of portfolio
|
Q3 2024
Reduced 11.49%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 10, 2024 Q3 2024 |
1,154
shares
|
$676,359
0.63% of portfolio
|
Q3 2024
New holding
|
|
|
3 Edge Asset Management, LP
|
Oct 31, 2024 Q3 2024 |
1,153
shares
|
$675,773
0.06% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
1,151
shares
|
$674,601
0.06% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
1,149
shares
|
$673,428
0.36% of portfolio
|
Q2 2024
Reduced 6.89%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
1,149
shares
|
$673,428
0.07% of portfolio
|
Q4 2023
Reduced 0.52%
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
1,147
shares
|
$672,256
0.46% of portfolio
|
Q3 2024
Added 24.67%
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
1,145
shares
|
$671,084
0.11% of portfolio
|
Q3 2023
Reduced 98.65%
|
|
|
Sageworth Trust CO Of South Dakota
|
Oct 24, 2024 Q3 2024 |
1,139
shares
|
$667,567
0.88% of portfolio
|
Q3 2024
New holding
|
|
|
Villere St Denis J & CO LLC
|
Nov 01, 2024 Q3 2024 |
1,137
shares
|
$666,395
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Ivc Wealth Advisors LLC
|
Oct 24, 2024 Q3 2024 |
1,136
shares
|
$665,809
0.36% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Oct 18, 2024 Q3 2024 |
1,135
shares
|
$665,223
0.46% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,133
shares
|
$664,051
0.31% of portfolio
|
Q3 2024
Added 37.17%
|