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 |
|---|---|---|---|---|---|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
530
shares
|
$310,728
0.09% of portfolio
|
Q3 2024
Reduced 14.79%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
530
shares
|
$310,728
0.19% of portfolio
|
Q1 2024
Reduced 6.36%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Nov 12, 2024 Q3 2024 |
530
shares
|
$310,728
0.19% of portfolio
|
Q2 2023
Reduced 30.26%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Nov 04, 2024 Q3 2024 |
529
shares
|
$310,142
0.57% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
|
United Bank
|
Nov 01, 2024 Q3 2024 |
528
shares
|
$309,555
0.14% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
528
shares
|
$309,555
0.2% of portfolio
|
Q2 2024
Reduced 1.31%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
527
shares
|
$308,969
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Oak Family Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
522
shares
|
$306,038
0.09% of portfolio
|
Q4 2023
Reduced 18.82%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
522
shares
|
$306,038
0.2% of portfolio
|
Q3 2024
Reduced 12.42%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
521
shares
|
$305,451
0.13% of portfolio
|
Q2 2024
Reduced 3.34%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
520
shares
|
$304,865
0.22% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Oct 30, 2024 Q3 2024 |
518
shares
|
$303,693
0.06% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Nov 12, 2024 Q3 2024 |
517
shares
|
$303,106
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Community Bank Of Raymore
|
Oct 16, 2024 Q3 2024 |
515
shares
|
$301,934
0.23% of portfolio
|
Q3 2024
Reduced 7.71%
|
|
|
Worth Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
514
shares
|
$301,347
0.17% of portfolio
|
Q1 2024
Reduced 41.72%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 07, 2024 Q3 2024 |
513
shares
|
$300,761
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
510
shares
|
$299,002
0.05% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
510
shares
|
$299,002
0.14% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 25, 2024 Q3 2024 |
510
shares
|
$299,002
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Stillwater Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
507
shares
|
$297,243
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
506
shares
|
$296,657
0.2% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Aquire Wealth Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
505
shares
|
$296,071
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Vantage Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
504
shares
|
$295,485
0.02% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Oct 23, 2024 Q3 2024 |
504
shares
|
$295,485
0.08% of portfolio
|
Q3 2024
Reduced 89.93%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Oct 15, 2024 Q3 2024 |
504
shares
|
$295,485
0.18% of portfolio
|
Q3 2024
Added 1.61%
|