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 |
|---|---|---|---|---|---|
|
Victory Financial Group, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
1,019
shares
|
$597,419
0.26% of portfolio
|
Q2 2024
Reduced 6.86%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
1,012
shares
|
$593,315
0.18% of portfolio
|
Q3 2024
Added 75.09%
|
|
|
Penn Davis Mcfarland Inc
|
Oct 18, 2024 Q3 2024 |
1,012
shares
|
$593,315
0.07% of portfolio
|
Q2 2024
Added 1.0%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
1,011
shares
|
$592,729
0.13% of portfolio
|
Q2 2024
Added 3.16%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
1,009
shares
|
$591,556
0.0% of portfolio
|
Q3 2024
Added 42.72%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
1,009
shares
|
$591,556
0.68% of portfolio
|
Q2 2022
Reduced 9.43%
|
|
|
Smart Wealth LLC
Omaha, NE |
Dec 13, 2024 Q3 2024 |
1,008
shares
|
$590,970
0.23% of portfolio
|
Q3 2024
Added 69.41%
|
|
|
Athena Investment Management
|
Nov 12, 2024 Q3 2024 |
1,006
shares
|
$589,797
0.36% of portfolio
|
Q1 2022
New holding
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
1,005
shares
|
$589,211
0.02% of portfolio
|
Q3 2024
Reduced 32.69%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Oct 25, 2024 Q3 2024 |
1,003
shares
|
$588,038
0.06% of portfolio
|
Q2 2024
Added 0.3%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,001
shares
|
$586,866
0.23% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Rezny Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
1,001
shares
|
$586,866
0.15% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
1,000
shares
|
$586,280
0.03% of portfolio
|
Q2 2022
Reduced 4.31%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$586,280
0.02% of portfolio
|
Q1 2021
Reduced 6.54%
|
|
|
Dividend Assets Capital, LLC
|
Nov 14, 2024 Q3 2024 |
999
shares
|
$585,693
0.11% of portfolio
|
Q3 2024
Added 78.71%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
999
shares
|
$585,693
0.19% of portfolio
|
Q1 2019
New holding
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 12, 2024 Q3 2024 |
998
shares
|
$585,107
0.0% of portfolio
|
Q4 2023
Reduced 7.42%
|
|
|
Waypoint Wealth Partners Inc.
|
Nov 08, 2024 Q3 2024 |
997
shares
|
$584,521
0.16% of portfolio
|
Q3 2024
Reduced 11.85%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
995
shares
|
$583,348
0.16% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
993
shares
|
$582,176
0.08% of portfolio
|
Q2 2023
Reduced 9.48%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Oct 08, 2024 Q3 2024 |
993
shares
|
$582,176
0.41% of portfolio
|
Q3 2024
Added 33.83%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
990
shares
|
$580,417
0.15% of portfolio
|
Q3 2024
Added 43.27%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2024 Q3 2024 |
983
shares
|
$576,313
0.26% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Oct 15, 2024 Q3 2024 |
983
shares
|
$576,313
0.4% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
982
shares
|
$575,726
0.1% of portfolio
|
Q3 2024
Reduced 1.01%
|