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 |
|---|---|---|---|---|---|
|
Ttp Investments, Inc.
|
Oct 15, 2024 Q3 2024 |
852
shares
|
$499,510
0.2% of portfolio
|
Q3 2024
Reduced 92.84%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
852
shares
|
$499,510
0.19% of portfolio
|
Q3 2024
Reduced 27.18%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Oct 03, 2024 Q3 2024 |
852
shares
|
$499,510
0.17% of portfolio
|
Q3 2024
Added 11.96%
|
|
|
Goldstream Capital Management LTD
|
Nov 14, 2024 Q3 2024 |
850
shares
|
$498,338
0.16% of portfolio
|
Q3 2024
Added 30.77%
|
|
|
Rpg Investment Advisory, LLC
|
Nov 05, 2024 Q3 2024 |
849
shares
|
$497,751
0.07% of portfolio
|
Q2 2024
Added 1.8%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
849
shares
|
$497,751
0.19% of portfolio
|
Q3 2024
Added 92.52%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
848
shares
|
$497,165
0.34% of portfolio
|
Q4 2021
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
847
shares
|
$496,579
0.24% of portfolio
|
Q3 2024
Reduced 51.35%
|
|
|
Forbes J M & CO LLP
|
Oct 24, 2024 Q3 2024 |
842
shares
|
$493,647
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Nov 13, 2024 Q3 2024 |
842
shares
|
$493,647
0.13% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Oct 16, 2024 Q3 2024 |
842
shares
|
$493,647
0.34% of portfolio
|
Q4 2022
New holding
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
840
shares
|
$492,475
0.22% of portfolio
|
Q4 2023
Added 6.33%
|
|
|
Barton Investment Management
|
Oct 17, 2024 Q3 2024 |
839
shares
|
$491,888
0.06% of portfolio
|
Q2 2024
Reduced 18.86%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 18, 2024 Q3 2024 |
838
shares
|
$491,302
0.16% of portfolio
|
Q3 2024
Reduced 68.53%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Oct 28, 2024 Q3 2024 |
834
shares
|
$488,957
0.11% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Oct 22, 2024 Q1 2024 |
834
shares
|
$488,957
0.27% of portfolio
|
Q1 2024
Added 50.0%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
833
shares
|
$488,371
0.2% of portfolio
|
Q3 2023
Reduced 7.56%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Nov 14, 2024 Q3 2024 |
831
shares
|
$487,198
0.93% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
830
shares
|
$486,612
0.08% of portfolio
|
Q3 2024
Reduced 36.64%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 06, 2024 Q3 2024 |
830
shares
|
$486,612
0.11% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Oct 21, 2024 Q3 2024 |
828
shares
|
$485,439
0.07% of portfolio
|
Q3 2024
Added 23.4%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
828
shares
|
$485,439
0.14% of portfolio
|
Q2 2024
Reduced 37.27%
|
|
|
Fcg Investment CO
Germantown, TN |
Oct 24, 2024 Q3 2024 |
824
shares
|
$483,094
0.31% of portfolio
|
Q3 2024
Added 15.41%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Oct 11, 2024 Q3 2024 |
822
shares
|
$481,922
0.16% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
821
shares
|
$481,335
0.27% of portfolio
|
Q4 2023
Added 0.12%
|