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 |
|---|---|---|---|---|---|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2024 Q3 2024 |
390
shares
|
$228,649
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Weybosset Research & Management LLC
|
Oct 02, 2024 Q3 2024 |
388
shares
|
$227,476
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
388
shares
|
$227,476
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Oct 22, 2024 Q3 2024 |
387
shares
|
$226,890
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
New World Advisors LLC
Hingham, MA |
Oct 24, 2024 Q3 2024 |
386
shares
|
$226,304
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
385
shares
|
$225,717
0.15% of portfolio
|
Q2 2024
Added 40.0%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
383
shares
|
$224,545
0.03% of portfolio
|
Q1 2024
Reduced 12.36%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Oct 22, 2024 Q3 2024 |
380
shares
|
$222,786
0.16% of portfolio
|
Q3 2024
Reduced 53.49%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
376
shares
|
$220,441
0.13% of portfolio
|
Q3 2024
Reduced 49.19%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 24, 2024 Q3 2024 |
375
shares
|
$219,855
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 12, 2024 Q3 2024 |
375
shares
|
$219,855
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
374
shares
|
$219,268
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Bey Douglas LLC
Marietta, GA |
Nov 12, 2024 Q3 2024 |
374
shares
|
$219,268
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
370
shares
|
$216,923
0.19% of portfolio
|
Q3 2024
Reduced 7.96%
|
|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
370
shares
|
$216,923
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
369
shares
|
$216,337
0.05% of portfolio
|
Q1 2024
Reduced 10.65%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
369
shares
|
$216,337
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Advisory Group LLC
|
Oct 23, 2024 Q3 2024 |
367
shares
|
$215,164
0.12% of portfolio
|
Q3 2024
Reduced 4.92%
|
|
|
Advisory Resource Group
|
Nov 20, 2024 Q3 2024 |
367
shares
|
$215,164
0.05% of portfolio
|
Q3 2024
Reduced 18.26%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
366
shares
|
$214,578
0.0% of portfolio
|
Q3 2024
Reduced 99.9%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Nov 12, 2024 Q3 2024 |
366
shares
|
$214,578
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
362
shares
|
$212,233
0.05% of portfolio
|
Q3 2024
Added 18.3%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Oct 15, 2024 Q3 2024 |
362
shares
|
$212,233
0.12% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
362
shares
|
$212,233
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Uncommon Cents Investing LLC
|
Oct 17, 2024 Q3 2024 |
361
shares
|
$211,647
0.06% of portfolio
|
Q3 2024
New holding
|