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 |
|---|---|---|---|---|---|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
657
shares
|
$385,185
0.12% of portfolio
|
Q3 2024
Added 29.84%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Oct 16, 2024 Q3 2024 |
654
shares
|
$383,427
0.53% of portfolio
|
Q3 2024
New holding
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Oct 08, 2024 Q3 2024 |
654
shares
|
$383,427
0.27% of portfolio
|
Q3 2024
Reduced 40.76%
|
|
|
Anchor Capital Advisors LLC
|
Oct 31, 2024 Q3 2024 |
653
shares
|
$382,840
0.01% of portfolio
|
Q2 2024
Reduced 9.68%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Nov 07, 2024 Q3 2024 |
653
shares
|
$382,840
0.33% of portfolio
|
Q1 2024
New holding
|
|
|
Axos Invest Inc.
Las Vegas, NV |
Nov 08, 2024 Q3 2024 |
652
shares
|
$382,254
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
650
shares
|
$381,082
0.07% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
649
shares
|
$380,495
0.03% of portfolio
|
N/A
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Oct 02, 2024 Q3 2024 |
647
shares
|
$379,323
0.24% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Oct 08, 2024 Q3 2024 |
646
shares
|
$378,736
0.13% of portfolio
|
Q1 2024
Reduced 5.69%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
646
shares
|
$378,736
0.21% of portfolio
|
Q1 2024
Added 0.16%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Oct 17, 2024 Q3 2024 |
646
shares
|
$378,736
0.58% of portfolio
|
Q3 2024
Reduced 16.54%
|
|
|
Eliot Finkel Investment Counsel, LLC
|
Oct 17, 2024 Q3 2024 |
645
shares
|
$378,150
0.23% of portfolio
|
Q3 2023
New holding
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Nov 12, 2024 Q3 2024 |
645
shares
|
$378,150
0.29% of portfolio
|
Q2 2024
New holding
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
644
shares
|
$377,564
0.15% of portfolio
|
Q2 2024
Added 35.86%
|
|
|
Baugh & Associates, LLC
|
Oct 31, 2024 Q3 2024 |
643
shares
|
$376,978
0.18% of portfolio
|
Q3 2024
Added 19.52%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Oct 09, 2024 Q3 2024 |
643
shares
|
$376,978
0.14% of portfolio
|
Q3 2024
Added 35.08%
|
|
|
Total Wealth Planning, LLC
|
Oct 10, 2024 Q3 2024 |
642
shares
|
$376,391
0.06% of portfolio
|
Q3 2024
Reduced 44.61%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
642
shares
|
$376,391
0.17% of portfolio
|
Q2 2024
Reduced 18.73%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
640
shares
|
$375,219
0.08% of portfolio
|
Q3 2024
Added 13.07%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
640
shares
|
$375,219
0.09% of portfolio
|
Q2 2024
Reduced 2.88%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
636
shares
|
$372,874
0.13% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 14, 2024 Q3 2024 |
635
shares
|
$372,287
0.03% of portfolio
|
Q3 2024
Reduced 25.12%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 31, 2024 Q3 2024 |
635
shares
|
$372,287
0.19% of portfolio
|
Q1 2024
Added 3.25%
|
|
|
Ccm Investment Advisers LLC
|
Oct 09, 2024 Q3 2024 |
634
shares
|
$371,701
0.04% of portfolio
|
Q3 2024
Reduced 1.25%
|