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 |
|---|---|---|---|---|---|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
1,095
shares
|
$641,976
0.25% of portfolio
|
Q3 2024
Added 19.93%
|
|
|
Chico Wealth Ria
|
Oct 23, 2024 Q3 2024 |
1,094
shares
|
$641,390
0.54% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
1,091
shares
|
$639,631
0.11% of portfolio
|
Q3 2024
Added 55.19%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
1,085
shares
|
$636,113
0.3% of portfolio
|
Q1 2024
Reduced 8.05%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
1,085
shares
|
$636,113
0.12% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
1,085
shares
|
$636,113
0.24% of portfolio
|
Q3 2024
Added 21.23%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,083
shares
|
$634,941
0.17% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Aaf Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
1,083
shares
|
$634,941
0.32% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
1,080
shares
|
$633,182
0.2% of portfolio
|
Q3 2024
Reduced 24.42%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 08, 2024 Q3 2024 |
1,072
shares
|
$628,492
0.31% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
1,071
shares
|
$627,905
0.2% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
1,070
shares
|
$627,319
0.08% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Schaeffer Financial LLC
|
Oct 30, 2024 Q3 2024 |
1,066
shares
|
$624,974
0.62% of portfolio
|
Q3 2024
Reduced 13.4%
|
|
|
America First Investment Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,064
shares
|
$623,801
0.15% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
1,064
shares
|
$623,801
0.1% of portfolio
|
Q2 2022
Reduced 16.22%
|
|
|
Compass Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
1,062
shares
|
$622,629
0.3% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Nova R Wealth, Inc.
|
Oct 15, 2024 Q3 2024 |
1,061
shares
|
$622,043
0.31% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
1,059
shares
|
$620,870
0.22% of portfolio
|
Q4 2018
New holding
|
|
|
Elite Life Management LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
1,058
shares
|
$620,284
1.98% of portfolio
|
Q2 2024
Added 0.95%
|
|
|
Krs Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,057
shares
|
$619,697
0.44% of portfolio
|
Q4 2021
New holding
|
|
|
Clark Estates Inc
New York, NY |
Nov 13, 2024 Q3 2024 |
1,054
shares
|
$617,939
0.16% of portfolio
|
Q1 2023
New holding
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Oct 11, 2024 Q3 2024 |
1,051
shares
|
$616,180
0.17% of portfolio
|
Q1 2024
Reduced 26.55%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
1,050
shares
|
$615,594
0.28% of portfolio
|
Q4 2023
Added 24.7%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2024 Q3 2024 |
1,050
shares
|
$615,594
0.38% of portfolio
|
Q3 2023
Reduced 4.55%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
1,048
shares
|
$614,421
0.18% of portfolio
|
Q4 2022
New holding
|