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 |
|---|---|---|---|---|---|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2024 Q3 2024 |
489
shares
|
$286,690
0.16% of portfolio
|
Q1 2023
New holding
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Nov 05, 2024 Q3 2024 |
489
shares
|
$286,690
0.23% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
Nov 13, 2024 Q3 2024 |
488
shares
|
$286,104
0.1% of portfolio
|
Q4 2023
Reduced 5.43%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
486
shares
|
$284,932
0.13% of portfolio
|
Q2 2024
Added 22.11%
|
|
|
Somerville Kurt F
|
Nov 12, 2024 Q3 2024 |
486
shares
|
$284,932
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
484
shares
|
$283,759
0.14% of portfolio
|
Q3 2023
Reduced 3.2%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 10, 2024 Q3 2024 |
483
shares
|
$283,173
0.16% of portfolio
|
Q3 2024
Reduced 8.35%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
482
shares
|
$282,586
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Wolf Hill Capital Management, LP
New York, NY |
Nov 13, 2024 Q3 2024 |
480
shares
|
$281,414
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Nov 12, 2024 Q3 2024 |
480
shares
|
$281,414
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Richard P Slaughter Associates Inc
|
Oct 07, 2024 Q3 2024 |
479
shares
|
$280,828
0.08% of portfolio
|
Q3 2024
Reduced 26.87%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Nov 08, 2024 Q3 2024 |
478
shares
|
$280,241
0.15% of portfolio
|
Q3 2024
Reduced 38.0%
|
|
|
Blackhill Capital Inc
Morristown, NJ |
Nov 12, 2024 Q3 2024 |
478
shares
|
$280,241
0.02% of portfolio
|
Q1 2022
Reduced 27.36%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
477
shares
|
$279,655
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
472
shares
|
$276,724
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Nov 12, 2024 Q3 2024 |
470
shares
|
$275,551
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
469
shares
|
$274,965
0.05% of portfolio
|
Q3 2024
Reduced 33.19%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
467
shares
|
$273,792
0.28% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 21, 2024 Q3 2024 |
461
shares
|
$270,275
0.12% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
461
shares
|
$270,275
0.14% of portfolio
|
Q3 2024
Added 10.82%
|
|
|
Pecaut & Co.
|
Nov 06, 2024 Q3 2024 |
459
shares
|
$269,102
0.1% of portfolio
|
Q2 2024
Added 1.55%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
459
shares
|
$269,102
0.17% of portfolio
|
Q1 2024
Reduced 0.65%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 05, 2024 Q3 2024 |
459
shares
|
$269,102
0.08% of portfolio
|
Q3 2024
Reduced 10.35%
|
|
|
Brio Consultants, LLC
|
Oct 18, 2024 Q3 2024 |
458
shares
|
$268,516
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
456
shares
|
$267,343
0.07% of portfolio
|
Q3 2023
Added 3.17%
|