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 |
|---|---|---|---|---|---|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
15,139
shares
|
$9.05 Million
4.56% of portfolio
|
Q3 2022
Reduced 1.21%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
15,121
shares
|
$9.04 Million
1.67% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
15,033
shares
|
$8.98 Million
1.05% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
15,008
shares
|
$8.97 Million
1.66% of portfolio
|
Q3 2024
Added 6.96%
|
|
|
Epacria Capital Partners, LLC
Boulder, CO |
Nov 13, 2024 Q3 2024 |
15,000
shares
|
$8.96 Million
5.87% of portfolio
|
Q4 2022
New holding
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
14,995
shares
|
$8.96 Million
1.62% of portfolio
|
Q4 2024
Reduced 15.3%
|
|
|
Smith & Howard Wealth Management, LLC
|
Oct 23, 2024 Q3 2024 |
14,969
shares
|
$8.95 Million
2.43% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
14,966
shares
|
$8.94 Million
0.32% of portfolio
|
Q3 2024
Reduced 18.23%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
14,966
shares
|
$8.94 Million
2.8% of portfolio
|
Q3 2023
Reduced 2.84%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
14,959
shares
|
$8.94 Million
4.64% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
14,950
shares
|
$8.93 Million
0.77% of portfolio
|
Q4 2024
Added 622.22%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
14,947
shares
|
$8.93 Million
0.01% of portfolio
|
Q1 2024
Reduced 16.08%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
14,914
shares
|
$8.91 Million
1.08% of portfolio
|
Q2 2023
Added 66.04%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
14,867
shares
|
$8.88 Million
0.5% of portfolio
|
Q3 2024
Added 85.56%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Oct 29, 2024 Q3 2024 |
14,851
shares
|
$8.87 Million
5.17% of portfolio
|
Q3 2024
New holding
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
14,838
shares
|
$8.87 Million
5.1% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
14,818
shares
|
$8.85 Million
0.81% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
14,802
shares
|
$8.85 Million
2.64% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
14,797
shares
|
$8.84 Million
0.09% of portfolio
|
Q3 2024
Added 20.4%
|
|
|
Btc Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
14,777
shares
|
$8.83 Million
0.76% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Innova Wealth Partners
|
Jan 07, 2025 Q4 2024 |
14,758
shares
|
$8.82 Million
6.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Oct 15, 2024 Q3 2024 |
14,700
shares
|
$8.78 Million
18.79% of portfolio
|
Q3 2024
Added 250.0%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
14,698
shares
|
$8.78 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.44%
|
|
|
Surience Private Wealth LLC
|
Jan 14, 2025 Q4 2024 |
14,684
shares
|
$8.77 Million
11.3% of portfolio
|
Q4 2024
Reduced 31.41%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
14,640
shares
|
$8.75 Million
0.3% of portfolio
|
Q3 2024
Reduced 21.03%
|