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 |
|---|---|---|---|---|---|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,446
shares
|
$3.85 Million
2.62% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
6,438
shares
|
$3.85 Million
0.34% of portfolio
|
Q3 2024
Reduced 26.03%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
6,432
shares
|
$3.84 Million
0.65% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Capital Wealth Alliance, LLC
|
Oct 30, 2024 Q3 2024 |
6,425
shares
|
$3.84 Million
2.22% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
Affiance Financial, LLC
|
Oct 11, 2024 Q3 2024 |
6,408
shares
|
$3.83 Million
0.91% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
6,406
shares
|
$3.83 Million
2.56% of portfolio
|
Q3 2024
Reduced 14.52%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
6,399
shares
|
$3.82 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
6,393
shares
|
$3.82 Million
1.88% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
6,378
shares
|
$3.81 Million
0.22% of portfolio
|
Q3 2022
Reduced 21.17%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
6,374
shares
|
$3.81 Million
0.15% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
6,362
shares
|
$3.8 Million
0.67% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Sequent Asset Management, LLC
|
Nov 01, 2024 Q3 2024 |
6,359
shares
|
$3.8 Million
3.09% of portfolio
|
Q3 2024
Added 28.83%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
6,359
shares
|
$3.8 Million
0.93% of portfolio
|
Q3 2024
Reduced 11.47%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
6,352
shares
|
$3.8 Million
1.02% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
6,349
shares
|
$3.79 Million
0.58% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
6,334
shares
|
$3.79 Million
0.96% of portfolio
|
Q3 2024
Reduced 6.81%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
6,333
shares
|
$3.78 Million
0.87% of portfolio
|
Q3 2024
Added 16.52%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Nov 05, 2024 Q3 2024 |
6,329
shares
|
$3.78 Million
2.98% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jan 14, 2025 Q4 2024 |
6,328
shares
|
$3.78 Million
1.78% of portfolio
|
Q4 2024
Reduced 8.59%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
6,322
shares
|
$3.78 Million
1.26% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
6,312
shares
|
$3.77 Million
0.57% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
6,309
shares
|
$3.77 Million
0.46% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Oct 25, 2024 Q3 2024 |
6,305
shares
|
$3.77 Million
2.45% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
6,301
shares
|
$3.77 Million
0.75% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
6,296
shares
|
$3.76 Million
0.6% of portfolio
|
Q3 2024
Added 3.37%
|