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 |
|---|---|---|---|---|---|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
21,989
shares
|
$13.1 Million
0.8% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
21,964
shares
|
$13.1 Million
5.95% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
21,954
shares
|
$13.1 Million
0.94% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
21,824
shares
|
$13 Million
0.88% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
21,813
shares
|
$13 Million
1.65% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2024 Q3 2024 |
21,799
shares
|
$13 Million
3.77% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
21,783
shares
|
$13 Million
1.64% of portfolio
|
Q3 2024
Added 6.5%
|
|
|
Capital World Investors
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
21,769
shares
|
$13 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.96%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
21,749
shares
|
$13 Million
1.42% of portfolio
|
Q3 2024
Added 6.41%
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
21,636
shares
|
$12.9 Million
1.08% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
21,555
shares
|
$12.9 Million
1.48% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
21,552
shares
|
$12.9 Million
1.36% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
21,538
shares
|
$12.9 Million
4.94% of portfolio
|
Q3 2024
Reduced 54.02%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Nov 12, 2024 Q3 2024 |
21,459
shares
|
$12.8 Million
7.93% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 23, 2024 Q3 2024 |
21,446
shares
|
$12.8 Million
0.8% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
21,339
shares
|
$12.8 Million
2.21% of portfolio
|
Q3 2024
Added 60.94%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
21,294
shares
|
$12.7 Million
3.14% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
21,173
shares
|
$12.7 Million
1.22% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Comprehensive Financial Management LLC
Los Gatos, CA |
Nov 14, 2024 Q3 2024 |
21,142
shares
|
$12.6 Million
0.34% of portfolio
|
Q1 2024
Reduced 12.06%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Nov 06, 2024 Q3 2024 |
21,112
shares
|
$12.6 Million
2.86% of portfolio
|
Q3 2024
Added 183.46%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
21,086
shares
|
$12.6 Million
3.95% of portfolio
|
Q1 2024
Added 4.27%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
20,958
shares
|
$12.5 Million
2.95% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jan 16, 2025 Q4 2024 |
20,955
shares
|
$12.5 Million
4.34% of portfolio
|
Q4 2024
Added 15.0%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
20,943
shares
|
$12.5 Million
13.45% of portfolio
|
Q2 2024
Added 15.66%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
20,857
shares
|
$12.5 Million
1.09% of portfolio
|
Q4 2024
Added 5.24%
|