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 |
|---|---|---|---|---|---|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
4,525
shares
|
$2.67 Million
1.7% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Selway Asset Management
Boise, ID |
Oct 10, 2024 Q3 2024 |
4,522
shares
|
$2.67 Million
1.02% of portfolio
|
Q2 2024
Reduced 24.43%
|
|
|
Cutter & CO Brokerage, Inc.
|
Oct 25, 2024 Q3 2024 |
4,521
shares
|
$2.67 Million
0.64% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 07, 2024 Q3 2024 |
4,520
shares
|
$2.67 Million
0.35% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
4,508
shares
|
$2.66 Million
0.5% of portfolio
|
Q1 2023
Added 0.42%
|
|
|
Mps Loria Financial Planners, LLC
|
Oct 21, 2024 Q3 2024 |
4,501
shares
|
$2.66 Million
0.78% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Augustine Asset Management Inc
|
Oct 25, 2024 Q3 2024 |
4,500
shares
|
$2.66 Million
0.9% of portfolio
|
Q3 2024
Reduced 6.68%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
4,490
shares
|
$2.65 Million
0.18% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Oct 29, 2024 Q3 2024 |
4,482
shares
|
$2.65 Million
1.59% of portfolio
|
Q3 2024
Reduced 9.75%
|
|
|
Ironwood Wealth Management, Llc.
|
Oct 08, 2024 Q3 2024 |
4,480
shares
|
$2.65 Million
0.78% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
4,479
shares
|
$2.65 Million
0.15% of portfolio
|
Q3 2023
Added 111.57%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
4,478
shares
|
$2.65 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
4,472
shares
|
$2.64 Million
0.84% of portfolio
|
Q3 2024
Added 8.65%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 23, 2024 Q3 2024 |
4,455
shares
|
$2.63 Million
2.39% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
4,448
shares
|
$2.63 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
4,447
shares
|
$2.63 Million
1.99% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
4,442
shares
|
$2.63 Million
1.0% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
4,440
shares
|
$2.62 Million
0.3% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
4,429
shares
|
$2.62 Million
0.92% of portfolio
|
Q3 2024
Added 8.18%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2024 Q3 2024 |
4,422
shares
|
$2.61 Million
0.07% of portfolio
|
Q3 2024
Added 66.62%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
4,413
shares
|
$2.61 Million
0.94% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
4,411
shares
|
$2.61 Million
0.87% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Tufton Capital Management
|
Nov 08, 2024 Q3 2024 |
4,405
shares
|
$2.6 Million
0.48% of portfolio
|
Q3 2024
Added 7.62%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
4,405
shares
|
$2.6 Million
0.61% of portfolio
|
Q3 2024
Reduced 67.71%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
4,393
shares
|
$2.6 Million
1.15% of portfolio
|
Q3 2024
Reduced 1.28%
|