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 |
|---|---|---|---|---|---|
|
Field & Main Bank
|
Nov 01, 2024 Q3 2024 |
312
shares
|
$182,919
0.06% of portfolio
|
Q3 2023
Reduced 9.83%
|
|
|
Astor Investment Management LLC
|
Oct 24, 2024 Q3 2024 |
310
shares
|
$181,746
0.12% of portfolio
|
Q3 2024
Reduced 11.43%
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
310
shares
|
$181,746
0.09% of portfolio
|
Q1 2024
Added 8.77%
|
|
|
Jag Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
305
shares
|
$178,815
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Oct 22, 2024 Q3 2024 |
305
shares
|
$178,815
0.08% of portfolio
|
N/A
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
297
shares
|
$174,125
0.09% of portfolio
|
Q2 2024
Added 1.71%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
295
shares
|
$172,952
0.03% of portfolio
|
Q1 2024
Reduced 15.95%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 10, 2024 Q3 2024 |
294
shares
|
$172,366
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Nov 12, 2024 Q3 2024 |
280
shares
|
$164,158
0.06% of portfolio
|
Q3 2024
Reduced 10.26%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Nov 14, 2024 Q3 2024 |
280
shares
|
$164,158
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
272
shares
|
$159,468
0.08% of portfolio
|
Q3 2024
Reduced 16.31%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
271
shares
|
$158,881
0.04% of portfolio
|
Q3 2024
Added 7.11%
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
270
shares
|
$158,295
0.06% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
269
shares
|
$157,709
0.04% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
259
shares
|
$151,846
0.33% of portfolio
|
Q3 2024
Reduced 72.06%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
253
shares
|
$148,328
0.01% of portfolio
|
Q1 2023
Reduced 43.9%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
246
shares
|
$144,224
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
245
shares
|
$143,638
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
241
shares
|
$141,293
0.08% of portfolio
|
Q1 2024
Added 0.42%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
239
shares
|
$140,120
0.0% of portfolio
|
Q3 2024
Added 55.19%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
235
shares
|
$137,775
0.07% of portfolio
|
Q3 2024
Reduced 11.99%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
233
shares
|
$136,603
0.04% of portfolio
|
Q3 2024
Added 10.95%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
232
shares
|
$136,016
0.05% of portfolio
|
Q1 2024
Added 110.91%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
231
shares
|
$135,430
0.06% of portfolio
|
Q3 2024
Reduced 7.97%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
229
shares
|
$134,258
0.09% of portfolio
|
Q3 2024
Added 4.57%
|