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 |
|---|---|---|---|---|---|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
361
shares
|
$211,647
0.46% of portfolio
|
Q2 2022
Reduced 79.6%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 07, 2024 Q3 2024 |
360
shares
|
$211,060
0.11% of portfolio
|
Q3 2024
Reduced 76.28%
|
|
|
Fusion Capital, LLC
|
Nov 12, 2024 Q3 2024 |
359
shares
|
$210,474
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
359
shares
|
$210,474
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Benson Investment Management Company, Inc.
|
Oct 11, 2024 Q3 2024 |
357
shares
|
$209,301
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
357
shares
|
$209,301
0.1% of portfolio
|
Q1 2024
Added 1.42%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
355
shares
|
$208,129
0.09% of portfolio
|
Q3 2024
Reduced 12.13%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
355
shares
|
$208,129
0.08% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Overbrook Management Corp
New York, NY |
Nov 08, 2024 Q3 2024 |
354
shares
|
$207,543
0.05% of portfolio
|
Q3 2024
Reduced 5.35%
|
|
|
Davidson Investment Advisors
|
Nov 13, 2024 Q3 2024 |
353
shares
|
$206,956
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
353
shares
|
$206,956
0.14% of portfolio
|
Q3 2024
Added 91.85%
|
|
|
Hbc Financial Services, Pllc
|
Nov 06, 2024 Q3 2024 |
352
shares
|
$206,370
0.12% of portfolio
|
Q3 2024
Added 35.38%
|
|
|
Sja Financial Advisory, LLC
|
Nov 25, 2024 Q3 2024 |
352
shares
|
$206,370
0.14% of portfolio
|
Q3 2024
Reduced 5.12%
|
|
|
Hyperion Capital Advisors LP
New York, NY |
Nov 13, 2024 Q3 2024 |
352
shares
|
$206,370
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Investment Management, LLC
|
Oct 18, 2024 Q3 2024 |
350
shares
|
$205,198
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Gleason Group, Inc.
|
Oct 15, 2024 Q3 2024 |
349
shares
|
$204,611
0.04% of portfolio
|
Q2 2024
Added 0.29%
|
|
|
Kraematon Investment Advisors, Inc
|
Nov 08, 2024 Q3 2024 |
349
shares
|
$204,611
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Oct 07, 2024 Q3 2024 |
349
shares
|
$204,611
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Valued Retirements, Inc.
Houston, TX |
Nov 14, 2024 Q3 2024 |
349
shares
|
$204,611
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
340
shares
|
$199,335
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
330
shares
|
$193,472
0.11% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Bnp Paribas
New York, NY |
Nov 13, 2024 Q3 2024 |
330
shares
|
$193,472
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
328
shares
|
$192,299
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
327
shares
|
$191,713
0.06% of portfolio
|
Q2 2023
Reduced 6.42%
|
|
|
Cyrus J. Lawrence, LLC
|
Nov 12, 2024 Q3 2024 |
325
shares
|
$190,541
0.04% of portfolio
|
Q3 2024
Reduced 78.08%
|