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 4,663 institutions that hold shares in the stock, with a total of 579 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 |
|---|---|---|---|---|---|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
9,352
shares
|
$5.63 Million
2.65% of portfolio
|
Q3 2024
Reduced 10.37%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
9,349
shares
|
$5.63 Million
2.11% of portfolio
|
Q4 2022
Reduced 10.56%
|
|
|
Herbst Group, LLC
Westport, CT |
Jan 15, 2025 Q4 2024 |
9,339
shares
|
$5.62 Million
3.54% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
9,327
shares
|
$5.61 Million
3.1% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Private Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
9,327
shares
|
$5.61 Million
0.43% of portfolio
|
Q3 2024
Added 19.53%
|
|
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
Nov 15, 2024 Q3 2024 |
9,322
shares
|
$5.61 Million
0.14% of portfolio
|
Q3 2024
Reduced 71.52%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
9,304
shares
|
$5.6 Million
1.81% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
9,270
shares
|
$5.58 Million
0.63% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
9,204
shares
|
$5.54 Million
1.09% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
9,197
shares
|
$5.53 Million
1.05% of portfolio
|
Q3 2024
Added 8.72%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
9,189
shares
|
$5.53 Million
0.29% of portfolio
|
Q4 2023
Reduced 7.57%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
9,189
shares
|
$5.53 Million
1.7% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
9,156
shares
|
$5.51 Million
0.4% of portfolio
|
Q3 2022
Reduced 7.78%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Jan 24, 2025 Q4 2024 |
9,134
shares
|
$5.5 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 14, 2024 Q3 2024 |
9,126
shares
|
$5.49 Million
1.54% of portfolio
|
Q3 2024
Added 11.28%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
9,111
shares
|
$5.48 Million
2.87% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Nov 04, 2024 Q3 2024 |
9,107
shares
|
$5.48 Million
2.87% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 15, 2024 Q3 2024 |
9,106
shares
|
$5.48 Million
3.26% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
9,097
shares
|
$5.47 Million
1.63% of portfolio
|
Q4 2024
Reduced 10.81%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jan 17, 2025 Q4 2024 |
9,092
shares
|
$5.47 Million
4.04% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
9,086
shares
|
$5.47 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
9,044
shares
|
$5.44 Million
2.21% of portfolio
|
Q3 2024
Reduced 12.49%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
9,027
shares
|
$5.43 Million
1.72% of portfolio
|
Q4 2024
Added 18.2%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
9,019
shares
|
$5.43 Million
0.04% of portfolio
|
Q3 2024
Added 46.41%
|
|
|
Pacific Financial Group Inc
|
Nov 13, 2024 Q3 2024 |
9,012
shares
|
$5.42 Million
3.79% of portfolio
|
Q3 2024
Reduced 5.95%
|