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 |
|---|---|---|---|---|---|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
4,246
shares
|
$2.51 Million
0.41% of portfolio
|
Q3 2024
Reduced 80.83%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
4,237
shares
|
$2.5 Million
0.48% of portfolio
|
Q3 2024
Reduced 11.25%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
4,234
shares
|
$2.5 Million
0.54% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
4,231
shares
|
$2.5 Million
0.49% of portfolio
|
Q3 2024
Added 35.05%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
4,215
shares
|
$2.49 Million
0.53% of portfolio
|
Q3 2022
Added 4.62%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
4,212
shares
|
$2.49 Million
0.89% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Greenfield Savings Bank
|
Oct 07, 2024 Q3 2024 |
4,202
shares
|
$2.48 Million
1.15% of portfolio
|
Q3 2024
Added 8.97%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 15, 2024 Q3 2024 |
4,200
shares
|
$2.48 Million
0.37% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
4,194
shares
|
$2.48 Million
0.27% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
4,190
shares
|
$2.48 Million
0.04% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Jackson Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
4,189
shares
|
$2.48 Million
0.41% of portfolio
|
Q3 2024
Added 91.63%
|
|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
4,178
shares
|
$2.47 Million
0.42% of portfolio
|
Q3 2024
Added 19.54%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
4,164
shares
|
$2.46 Million
0.96% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
4,164
shares
|
$2.46 Million
0.77% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 22, 2024 Q3 2024 |
4,157
shares
|
$2.46 Million
0.85% of portfolio
|
Q2 2024
Added 6.67%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2024 Q3 2024 |
4,149
shares
|
$2.45 Million
1.2% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Forager Funds Management Pty LTD
|
Nov 08, 2022 Q3 2022 |
4,144
shares
|
$2.45 Million
2.2% of portfolio
|
Q3 2022
New holding
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
4,110
shares
|
$2.43 Million
0.15% of portfolio
|
Q3 2024
Added 6.53%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Oct 21, 2024 Q3 2024 |
4,104
shares
|
$2.43 Million
0.48% of portfolio
|
Q3 2024
Reduced 13.98%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Dec 09, 2024 Q3 2024 |
4,104
shares
|
$2.43 Million
1.6% of portfolio
|
Q3 2024
Added 12.28%
|
|
|
Bnc Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
4,100
shares
|
$2.42 Million
0.87% of portfolio
|
Q3 2024
Reduced 34.02%
|
|
|
Wedgewood Investors Inc
|
Oct 31, 2024 Q3 2024 |
4,100
shares
|
$2.42 Million
2.62% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 04, 2024 Q3 2024 |
4,094
shares
|
$2.42 Million
0.84% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Oct 02, 2024 Q3 2024 |
4,088
shares
|
$2.42 Million
1.46% of portfolio
|
Q1 2024
New holding
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2024 Q3 2024 |
4,085
shares
|
$2.41 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.49%
|