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 |
|---|---|---|---|---|---|
|
James Reed Financial Services, Inc.
Cleveland, OH |
Nov 14, 2022 Q3 2022 |
711
shares
|
$416,845
0.38% of portfolio
|
Q3 2022
Reduced 4.44%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Nov 01, 2024 Q3 2024 |
711
shares
|
$416,845
0.09% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Atwater Malick LLC
|
Oct 10, 2024 Q3 2024 |
710
shares
|
$416,258
0.13% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Matisse Capital
|
Oct 17, 2024 Q3 2024 |
710
shares
|
$416,258
0.2% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Boston Standard Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
706
shares
|
$413,913
0.08% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Ahl Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
705
shares
|
$413,327
0.28% of portfolio
|
Q2 2024
Reduced 1.4%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Oct 03, 2024 Q3 2024 |
705
shares
|
$413,327
0.09% of portfolio
|
Q3 2023
Added 48.42%
|
|
|
Kensington Investment Counsel, LLC
|
Nov 15, 2024 Q3 2024 |
703
shares
|
$412,154
0.17% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Applied Capital LLC
|
Oct 18, 2024 Q3 2024 |
703
shares
|
$412,154
0.22% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
702
shares
|
$411,568
0.21% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
701
shares
|
$410,982
0.2% of portfolio
|
Q3 2024
Reduced 10.36%
|
|
|
Af Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
700
shares
|
$410,396
0.06% of portfolio
|
Q3 2022
Reduced 9.68%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Oct 09, 2024 Q3 2024 |
700
shares
|
$410,396
0.12% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Decatur Capital Management, Inc.
Decatur, GA |
Nov 26, 2024 Q3 2024 |
700
shares
|
$410,396
0.18% of portfolio
|
Q2 2023
Reduced 0.28%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
700
shares
|
$410,396
0.06% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
700
shares
|
$410,396
0.16% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Discovery Capital Management, LLC
South Norwalk, CT |
Nov 13, 2024 Q3 2024 |
699
shares
|
$409,809
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
699
shares
|
$409,809
0.16% of portfolio
|
Q2 2024
Reduced 33.17%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
697
shares
|
$408,637
0.17% of portfolio
|
Q3 2024
Reduced 13.52%
|
|
|
Ade, LLC
|
Oct 25, 2024 Q3 2024 |
696
shares
|
$408,050
0.25% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
696
shares
|
$408,050
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
695
shares
|
$407,464
0.45% of portfolio
|
Q2 2024
Reduced 3.61%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
694
shares
|
$406,878
0.05% of portfolio
|
Q1 2024
Added 8.1%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 18, 2024 Q3 2024 |
694
shares
|
$406,878
0.11% of portfolio
|
Q3 2024
Reduced 27.1%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
690
shares
|
$404,533
0.15% of portfolio
|
Q3 2024
Reduced 7.63%
|