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 |
|---|---|---|---|---|---|
|
Cambridge Financial Group, Inc.
Columbus, OH |
Aug 12, 2024 Q2 2024 |
800
shares
|
$469,024
0.2% of portfolio
|
Q2 2024
Reduced 6.43%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
799
shares
|
$468,437
0.22% of portfolio
|
Q3 2024
Reduced 28.6%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
797
shares
|
$467,265
0.18% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
793
shares
|
$464,920
0.07% of portfolio
|
Q2 2024
Reduced 4.69%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
792
shares
|
$464,333
0.14% of portfolio
|
Q4 2023
Reduced 18.52%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 11, 2024 Q3 2024 |
792
shares
|
$464,333
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Advisory Corp
|
Oct 21, 2024 Q3 2024 |
791
shares
|
$463,747
0.15% of portfolio
|
Q3 2023
Reduced 1.86%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
790
shares
|
$463,161
0.01% of portfolio
|
Q3 2022
Added 6.9%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 07, 2024 Q3 2024 |
790
shares
|
$463,161
0.5% of portfolio
|
Q3 2024
Added 58.63%
|
|
|
Boyd Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
789
shares
|
$462,574
0.23% of portfolio
|
Q2 2024
Reduced 64.2%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 14, 2024 Q3 2024 |
789
shares
|
$462,574
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
789
shares
|
$462,574
0.29% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
788
shares
|
$461,988
0.01% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Gimbal Financial
Carmel, IN |
Oct 25, 2024 Q3 2024 |
788
shares
|
$461,988
0.3% of portfolio
|
Q3 2024
Reduced 17.4%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Dec 03, 2024 Q3 2024 |
787
shares
|
$461,402
0.25% of portfolio
|
Q1 2024
New holding
|
|
|
Professional Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
785
shares
|
$460,229
0.12% of portfolio
|
Q3 2024
Reduced 6.77%
|
|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Oct 31, 2024 Q3 2024 |
783
shares
|
$459,057
0.02% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Emory University
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
781
shares
|
$457,884
1.29% of portfolio
|
Q1 2024
Reduced 2.01%
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
780
shares
|
$457,298
0.22% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
779
shares
|
$456,712
0.2% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
J2 Capital Management Inc
|
Oct 11, 2023 Q3 2023 |
778
shares
|
$456,125
0.44% of portfolio
|
Q3 2023
Added 11.3%
|
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
777
shares
|
$455,539
0.29% of portfolio
|
Q3 2024
Added 24.72%
|
|
|
Swisspartners Advisors LTD
Zurich, V8 |
Oct 29, 2024 Q3 2024 |
777
shares
|
$455,539
0.35% of portfolio
|
Q2 2024
Reduced 6.05%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
776
shares
|
$454,953
0.24% of portfolio
|
Q2 2022
New holding
|
|
|
Coerente Capital Management
|
Oct 23, 2024 Q3 2024 |
775
shares
|
$454,367
0.08% of portfolio
|
Q3 2024
Reduced 15.3%
|