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 |
|---|---|---|---|---|---|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
821
shares
|
$481,335
0.37% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2024 Q3 2024 |
820
shares
|
$480,749
0.08% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Compass Capital Management, Inc
|
Oct 24, 2024 Q3 2024 |
820
shares
|
$480,749
0.03% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
818
shares
|
$479,577
0.03% of portfolio
|
Q3 2024
Reduced 23.41%
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 07, 2024 Q3 2024 |
816
shares
|
$478,404
0.15% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Enzi Wealth
Austin, TX |
Oct 15, 2024 Q3 2024 |
816
shares
|
$478,404
0.19% of portfolio
|
Q3 2024
Added 9.68%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Oct 08, 2024 Q3 2024 |
816
shares
|
$478,404
0.55% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
814
shares
|
$477,231
0.1% of portfolio
|
Q3 2024
Added 6.54%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2024 Q3 2024 |
814
shares
|
$477,231
0.35% of portfolio
|
Q3 2024
Reduced 31.65%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
814
shares
|
$477,231
0.05% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
814
shares
|
$477,231
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
811
shares
|
$475,473
0.14% of portfolio
|
Q2 2024
Reduced 80.39%
|
|
|
Pacific Global Investment Management CO
|
Nov 13, 2024 Q3 2024 |
809
shares
|
$474,300
0.09% of portfolio
|
Q3 2024
Reduced 6.69%
|
|
|
Adell Harriman & Carpenter Inc
|
Oct 25, 2024 Q3 2024 |
808
shares
|
$473,714
0.03% of portfolio
|
Q2 2024
Added 22.8%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
807
shares
|
$473,127
0.02% of portfolio
|
Q3 2024
Reduced 6.81%
|
|
|
Hc Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
806
shares
|
$472,541
0.39% of portfolio
|
Q2 2024
Reduced 80.33%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
805
shares
|
$471,955
0.1% of portfolio
|
Q4 2023
Reduced 21.16%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
805
shares
|
$471,955
0.73% of portfolio
|
Q2 2024
Reduced 49.05%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
804
shares
|
$471,369
0.22% of portfolio
|
Q4 2023
Reduced 3.48%
|
|
|
Crew Capital Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
803
shares
|
$470,782
0.37% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
801
shares
|
$469,610
0.14% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Baxter Bros Inc
|
Oct 29, 2024 Q3 2024 |
801
shares
|
$469,610
0.06% of portfolio
|
Q2 2024
Added 1.65%
|
|
|
Compton Wealth Advisory Group, LLC
|
Oct 10, 2024 Q3 2024 |
800
shares
|
$469,024
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
800
shares
|
$469,024
0.01% of portfolio
|
Q4 2023
Reduced 70.99%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Nov 14, 2024 Q3 2024 |
800
shares
|
$469,024
0.0% of portfolio
|
Q3 2024
Reduced 96.0%
|