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 $358 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
75
shares
|
$45,321
0.02% of portfolio
|
Q3 2024
Reduced 22.68%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 31, 2024 Q3 2024 |
75
shares
|
$45,321
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Kessler Investment Group, LLC
|
Oct 21, 2024 Q3 2024 |
73
shares
|
$44,113
0.02% of portfolio
|
Q2 2024
Added 4.29%
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2024 Q3 2024 |
70
shares
|
$42,300
0.03% of portfolio
|
Q3 2024
Reduced 78.66%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
68
shares
|
$41,091
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Oct 17, 2024 Q3 2024 |
66
shares
|
$39,883
0.03% of portfolio
|
Q3 2024
Reduced 26.67%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
61
shares
|
$36,861
0.02% of portfolio
|
Q2 2024
Reduced 80.39%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
60
shares
|
$36,257
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
55
shares
|
$33,235
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
50
shares
|
$30,214
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
41
shares
|
$24,775
0.02% of portfolio
|
Q3 2024
Added 36.67%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
40
shares
|
$24,171
0.02% of portfolio
|
Q3 2023
Reduced 9.09%
|
|
|
Db Fitzpatrick & Co, Inc
|
Oct 16, 2024 Q3 2024 |
39
shares
|
$23,567
0.02% of portfolio
|
Q2 2024
Reduced 50.63%
|
|
|
Sawyer & Company, Inc
|
Oct 10, 2024 Q3 2024 |
38
shares
|
$22,963
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
34
shares
|
$20,545
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
33
shares
|
$19,941
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
32
shares
|
$19,337
0.01% of portfolio
|
Q3 2024
Added 18.52%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
32
shares
|
$19,337
0.01% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
31
shares
|
$18,732
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 05, 2024 Q3 2024 |
30
shares
|
$18,128
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
24
shares
|
$14,502
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Capco Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
22
shares
|
$13,294
0.0% of portfolio
|
Q3 2024
Added 15.79%
|
|
|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
20
shares
|
$12,085
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
15
shares
|
$9,064
0.0% of portfolio
|
Q2 2024
Reduced 99.84%
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
13
shares
|
$7,855
0.0% of portfolio
|
Q4 2023
New holding
|