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 4,553 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 $351 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
4,694
shares
|
$2.77 Million
1.39% of portfolio
|
Q2 2024
Reduced 16.95%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
4,672
shares
|
$2.76 Million
4.09% of portfolio
|
Q3 2022
Reduced 48.73%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
4,671
shares
|
$2.76 Million
0.54% of portfolio
|
Q1 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
4,671
shares
|
$2.76 Million
1.64% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
4,661
shares
|
$2.76 Million
0.22% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Parkside Investments, LLC
|
Oct 15, 2024 Q3 2024 |
4,659
shares
|
$2.75 Million
0.41% of portfolio
|
Q3 2024
Reduced 30.56%
|
|
|
Sea Bridge Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
4,655
shares
|
$2.75 Million
0.67% of portfolio
|
Q4 2021
Added 8.63%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
4,646
shares
|
$2.75 Million
1.54% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Mirador Capital Partners LP
|
Oct 04, 2024 Q3 2024 |
4,644
shares
|
$2.75 Million
0.49% of portfolio
|
Q3 2024
Added 617.77%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
4,633
shares
|
$2.74 Million
0.95% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Marshall & Sullivan Inc
|
Oct 09, 2024 Q3 2024 |
4,619
shares
|
$2.73 Million
1.34% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
4,614
shares
|
$2.73 Million
0.25% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
4,611
shares
|
$2.73 Million
0.73% of portfolio
|
Q1 2023
Reduced 1.2%
|
|
|
Bull Street Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
4,607
shares
|
$2.72 Million
1.23% of portfolio
|
Q4 2023
Reduced 1.07%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
4,603
shares
|
$2.72 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
4,595
shares
|
$2.72 Million
1.47% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
4,589
shares
|
$2.71 Million
0.71% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
4,588
shares
|
$2.71 Million
0.51% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Bennett Selby Investments LP
|
Oct 10, 2024 Q3 2024 |
4,587
shares
|
$2.71 Million
1.11% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
4,573
shares
|
$2.7 Million
0.3% of portfolio
|
Q3 2024
Added 7.05%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
4,557
shares
|
$2.69 Million
0.57% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
4,543
shares
|
$2.69 Million
0.19% of portfolio
|
Q3 2024
Reduced 7.15%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Nov 08, 2024 Q3 2024 |
4,541
shares
|
$2.68 Million
1.55% of portfolio
|
Q3 2024
New holding
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
4,533
shares
|
$2.68 Million
0.44% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
4,529
shares
|
$2.68 Million
0.97% of portfolio
|
Q3 2024
Added 1.87%
|