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 4,587 institutions that hold shares in the stock, with a total of 576 Million shares, which have been reported (via 13F filing form) to have a value of $344 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
25,236
shares
|
$15.1 Million
2.51% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
25,206
shares
|
$15.1 Million
0.95% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
25,187
shares
|
$15.1 Million
0.37% of portfolio
|
Q1 2024
Added 1.19%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
25,175
shares
|
$15 Million
7.03% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
25,168
shares
|
$15 Million
5.3% of portfolio
|
Q3 2023
Added 9.01%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
25,092
shares
|
$15 Million
2.14% of portfolio
|
Q4 2020
Reduced 1.58%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
25,057
shares
|
$15 Million
8.64% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Bell Bank
|
Nov 05, 2024 Q3 2024 |
25,027
shares
|
$15 Million
1.72% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Mycio Wealth Partners, LLC
|
Oct 25, 2024 Q3 2024 |
25,025
shares
|
$15 Million
3.3% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Fifth Lane Capital, LP
Austin, TX |
Nov 12, 2024 Q3 2024 |
25,000
shares
|
$14.9 Million
38.51% of portfolio
|
Q1 2024
Reduced 66.67%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
24,981
shares
|
$14.9 Million
6.6% of portfolio
|
Q3 2024
Added 27.37%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
24,981
shares
|
$14.9 Million
6.6% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
24,967
shares
|
$14.9 Million
0.48% of portfolio
|
Q3 2024
Added 38.96%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 28, 2024 Q3 2024 |
24,939
shares
|
$14.9 Million
5.14% of portfolio
|
Q3 2024
Added 462.45%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
24,907
shares
|
$14.9 Million
3.08% of portfolio
|
Q1 2024
New holding
|
|
|
Cacti Asset Management LLC
Atlanta, GA |
Jan 02, 2025 Q4 2024 |
24,795
shares
|
$14.8 Million
1.33% of portfolio
|
Q4 2023
Added 0.79%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
24,746
shares
|
$14.8 Million
0.51% of portfolio
|
Q4 2024
Reduced 11.76%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
24,683
shares
|
$14.8 Million
1.26% of portfolio
|
Q2 2023
Reduced 13.13%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Oct 16, 2024 Q3 2024 |
24,680
shares
|
$14.7 Million
8.31% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Oct 24, 2024 Q3 2024 |
24,504
shares
|
$14.6 Million
9.74% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Oct 11, 2024 Q3 2024 |
24,435
shares
|
$14.6 Million
0.79% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
24,435
shares
|
$14.6 Million
1.54% of portfolio
|
Q3 2024
Added 29.57%
|
|
|
Cavalier Investments, LLC
|
Oct 24, 2024 Q3 2024 |
24,415
shares
|
$14.6 Million
4.4% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
24,318
shares
|
$14.5 Million
0.05% of portfolio
|
Q3 2024
Reduced 19.0%
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
24,316
shares
|
$14.5 Million
3.68% of portfolio
|
Q3 2024
Reduced 4.67%
|