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 4,552 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 |
|---|---|---|---|---|---|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
1,133
shares
|
$664,255
0.1% of portfolio
|
Q3 2024
Added 6.89%
|
|
|
Goepper Burkhardt LLC
|
Nov 12, 2024 Q3 2024 |
1,132
shares
|
$663,668
0.27% of portfolio
|
Q1 2024
Reduced 4.23%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 13, 2024 Q3 2024 |
1,130
shares
|
$662,496
0.02% of portfolio
|
Q1 2024
Reduced 0.62%
|
|
|
Northstar Asset Management Inc
Boston, MA |
Oct 30, 2024 Q3 2024 |
1,129
shares
|
$661,910
0.17% of portfolio
|
Q3 2024
Reduced 20.72%
|
|
|
Financial Sense Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
1,127
shares
|
$660,737
0.2% of portfolio
|
Q3 2024
Added 6.62%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
1,126
shares
|
$660,151
0.01% of portfolio
|
Q1 2024
Reduced 57.1%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Nov 12, 2024 Q3 2024 |
1,124
shares
|
$658,978
0.45% of portfolio
|
Q3 2023
Added 54.4%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,123
shares
|
$658,392
0.2% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Terra Nova Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
1,119
shares
|
$656,047
0.48% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Oct 15, 2024 Q3 2024 |
1,119
shares
|
$656,047
0.4% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
5th Street Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1,117
shares
|
$654,874
0.31% of portfolio
|
Q3 2024
Added 46.59%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 30, 2024 Q3 2024 |
1,116
shares
|
$654,288
0.34% of portfolio
|
Q3 2024
Reduced 6.84%
|
|
|
Xcel Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
1,115
shares
|
$653,702
0.19% of portfolio
|
Q3 2024
Added 22.53%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
1,114
shares
|
$653,115
0.28% of portfolio
|
Q3 2024
Added 25.45%
|
|
|
Sara Bay Financial
|
Oct 07, 2024 Q3 2024 |
1,111
shares
|
$651,357
0.23% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
1,110
shares
|
$650,770
0.19% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 12, 2024 Q3 2024 |
1,109
shares
|
$650,184
0.21% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
1,107
shares
|
$649,011
0.09% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
1,107
shares
|
$649,011
0.36% of portfolio
|
Q3 2024
Added 5.03%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
1,107
shares
|
$649,011
0.23% of portfolio
|
Q2 2024
Reduced 9.63%
|
|
|
True Signal LP
New York, NY |
Jan 26, 2023 Q4 2022 |
1,100
shares
|
$644,908
0.32% of portfolio
|
Q4 2022
New holding
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Oct 25, 2024 Q3 2024 |
1,100
shares
|
$644,908
0.49% of portfolio
|
Q4 2023
New holding
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
1,098
shares
|
$643,735
0.29% of portfolio
|
Q1 2024
Added 4.08%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
1,096
shares
|
$642,562
0.18% of portfolio
|
Q3 2024
Reduced 45.88%
|
|
|
Wilkins Investment Counsel Inc
|
Nov 12, 2024 Q3 2024 |
1,096
shares
|
$642,562
0.09% of portfolio
|
Q1 2024
Reduced 15.43%
|