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 |
|---|---|---|---|---|---|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Oct 08, 2024 Q3 2024 |
4,384
shares
|
$2.59 Million
1.83% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
4,382
shares
|
$2.59 Million
1.07% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
4,380
shares
|
$2.59 Million
0.52% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
4,379
shares
|
$2.59 Million
0.53% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Nov 08, 2024 Q3 2024 |
4,366
shares
|
$2.58 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Oct 07, 2024 Q3 2024 |
4,365
shares
|
$2.58 Million
0.43% of portfolio
|
Q3 2024
Added 4.85%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Oct 31, 2024 Q3 2024 |
4,364
shares
|
$2.58 Million
0.88% of portfolio
|
Q2 2024
Reduced 5.07%
|
|
|
Maple Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
4,359
shares
|
$2.58 Million
0.19% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
4,358
shares
|
$2.58 Million
0.43% of portfolio
|
Q3 2022
Reduced 2.02%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
4,347
shares
|
$2.57 Million
0.7% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Oct 31, 2024 Q3 2024 |
4,344
shares
|
$2.57 Million
1.17% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 08, 2024 Q3 2024 |
4,334
shares
|
$2.56 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 08, 2024 Q3 2024 |
4,330
shares
|
$2.56 Million
0.21% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
4,305
shares
|
$2.54 Million
0.32% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
4,304
shares
|
$2.54 Million
0.16% of portfolio
|
Q3 2024
Added 8.99%
|
|
|
Hall Laurie J Trustee
|
Oct 08, 2024 Q3 2024 |
4,295
shares
|
$2.54 Million
0.78% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
4,293
shares
|
$2.54 Million
2.24% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
4,286
shares
|
$2.53 Million
0.35% of portfolio
|
Q3 2022
Reduced 1.24%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
4,283
shares
|
$2.53 Million
0.61% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
4,283
shares
|
$2.53 Million
0.63% of portfolio
|
Q4 2022
New holding
|
|
|
Sawgrass Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
4,276
shares
|
$2.53 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Woodline Partners LP
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
4,262
shares
|
$2.52 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
4,255
shares
|
$2.52 Million
0.57% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
4,254
shares
|
$2.51 Million
0.07% of portfolio
|
Q3 2024
Added 13.68%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Nov 07, 2024 Q3 2024 |
4,251
shares
|
$2.51 Million
0.89% of portfolio
|
Q3 2024
Added 35.55%
|