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 |
|---|---|---|---|---|---|
|
Moseley Investment Management Inc
|
Oct 16, 2024 Q3 2024 |
614
shares
|
$359,975
0.14% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Sargent Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
612
shares
|
$358,803
0.06% of portfolio
|
Q3 2024
Added 58.14%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 23, 2024 Q3 2024 |
612
shares
|
$358,803
0.23% of portfolio
|
Q3 2024
Reduced 10.26%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Oct 04, 2024 Q3 2024 |
612
shares
|
$358,803
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 30, 2024 Q3 2024 |
610
shares
|
$357,630
0.08% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Oct 31, 2024 Q3 2024 |
609
shares
|
$357,044
0.15% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
608
shares
|
$356,458
0.13% of portfolio
|
Q3 2024
Reduced 5.88%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Oct 18, 2024 Q3 2024 |
607
shares
|
$355,871
0.53% of portfolio
|
Q3 2024
Added 21.64%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
607
shares
|
$355,871
0.08% of portfolio
|
Q3 2024
Added 11.17%
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
606
shares
|
$355,285
0.21% of portfolio
|
Q1 2024
Reduced 11.14%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Oct 18, 2024 Q3 2024 |
606
shares
|
$355,285
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Oct 15, 2024 Q3 2024 |
605
shares
|
$354,699
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Anson Capital, Inc.
|
Oct 24, 2024 Q3 2024 |
602
shares
|
$352,940
0.33% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Oct 25, 2024 Q3 2024 |
602
shares
|
$352,940
0.12% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
600
shares
|
$351,768
0.05% of portfolio
|
Q3 2023
Reduced 7.69%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Oct 15, 2024 Q3 2024 |
600
shares
|
$351,768
0.06% of portfolio
|
Q2 2024
Reduced 15.01%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
598
shares
|
$350,595
0.39% of portfolio
|
Q1 2023
Reduced 39.41%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
597
shares
|
$350,009
0.03% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Thompson Davis & Co., Inc.
|
Nov 08, 2024 Q3 2024 |
595
shares
|
$348,836
0.26% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2024 Q3 2024 |
595
shares
|
$348,836
0.17% of portfolio
|
Q3 2024
Reduced 23.03%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
594
shares
|
$348,250
0.4% of portfolio
|
Q4 2023
New holding
|
|
|
Tilia Fiduciary Partners, Inc.
|
Oct 08, 2024 Q3 2024 |
593
shares
|
$347,664
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
593
shares
|
$347,664
0.02% of portfolio
|
Q1 2024
Added 20.28%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
590
shares
|
$345,905
0.19% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
590
shares
|
$345,905
0.05% of portfolio
|
Q3 2024
Reduced 4.84%
|