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 4,554 institutions that hold shares in the stock, with a total of 593 Million shares, which have been reported (via 13F filing form) to have a value of $347 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
5,873
shares
|
$3.43 Million
0.22% of portfolio
|
Q3 2024
Added 156.02%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Oct 04, 2024 Q3 2024 |
5,862
shares
|
$3.43 Million
3.1% of portfolio
|
Q3 2024
Reduced 15.08%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
5,861
shares
|
$3.43 Million
0.45% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
5,848
shares
|
$3.42 Million
1.07% of portfolio
|
Q3 2024
Reduced 99.77%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
5,845
shares
|
$3.42 Million
0.99% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
5,829
shares
|
$3.41 Million
0.46% of portfolio
|
Q3 2024
Reduced 19.62%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Oct 25, 2024 Q3 2024 |
5,807
shares
|
$3.4 Million
0.63% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 15, 2024 Q3 2024 |
5,794
shares
|
$3.39 Million
0.85% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
5,793
shares
|
$3.39 Million
1.11% of portfolio
|
Q3 2023
Reduced 0.52%
|
|
|
Q3 Asset Management
|
Nov 14, 2024 Q3 2024 |
5,790
shares
|
$3.39 Million
0.82% of portfolio
|
Q3 2024
Added 21.59%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
5,787
shares
|
$3.38 Million
0.26% of portfolio
|
Q3 2024
Added 9.54%
|
|
|
Gemmer Asset Management LLC
|
Oct 24, 2024 Q3 2024 |
5,785
shares
|
$3.38 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
5,785
shares
|
$3.38 Million
0.86% of portfolio
|
Q3 2024
Reduced 51.0%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
5,772
shares
|
$3.37 Million
1.0% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
5,753
shares
|
$3.36 Million
0.15% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
5,753
shares
|
$3.36 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
5,747
shares
|
$3.36 Million
0.66% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
5,746
shares
|
$3.36 Million
0.48% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 01, 2024 Q3 2024 |
5,741
shares
|
$3.36 Million
0.98% of portfolio
|
Q1 2024
Reduced 1.88%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
5,738
shares
|
$3.35 Million
0.57% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Fairhaven Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,716
shares
|
$3.34 Million
1.01% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
5,714
shares
|
$3.34 Million
0.48% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
5,712
shares
|
$3.34 Million
1.14% of portfolio
|
Q3 2024
Added 66.0%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Oct 24, 2024 Q3 2024 |
5,711
shares
|
$3.34 Million
0.07% of portfolio
|
Q3 2024
Added 16.2%
|
|
|
Gilbert & Cook, Inc.
|
Nov 07, 2024 Q3 2024 |
5,710
shares
|
$3.34 Million
0.46% of portfolio
|
Q3 2024
Reduced 2.58%
|