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 |
|---|---|---|---|---|---|
|
Jsf Financial, LLC
|
Nov 12, 2024 Q3 2024 |
3,915
shares
|
$2.31 Million
0.59% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
3,915
shares
|
$2.31 Million
2.37% of portfolio
|
Q4 2022
Reduced 1.09%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
3,911
shares
|
$2.31 Million
0.47% of portfolio
|
Q1 2024
Reduced 27.47%
|
|
|
Spring Capital Management, LLC
|
Oct 22, 2024 Q3 2024 |
3,900
shares
|
$2.31 Million
1.52% of portfolio
|
Q3 2024
Reduced 15.03%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
3,894
shares
|
$2.3 Million
0.38% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
3,887
shares
|
$2.3 Million
1.11% of portfolio
|
Q2 2024
Added 6.58%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 15, 2024 Q3 2024 |
3,880
shares
|
$2.29 Million
0.8% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
3,874
shares
|
$2.29 Million
1.36% of portfolio
|
Q3 2024
Added 30.92%
|
|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
3,873
shares
|
$2.29 Million
0.5% of portfolio
|
Q3 2024
Reduced 5.33%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 17, 2024 Q3 2024 |
3,872
shares
|
$2.29 Million
0.24% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
3,871
shares
|
$2.29 Million
0.09% of portfolio
|
Q3 2023
Reduced 0.26%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 13, 2024 Q3 2024 |
3,866
shares
|
$2.29 Million
0.51% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Ccg Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
3,860
shares
|
$2.28 Million
1.24% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
3,827
shares
|
$2.26 Million
0.93% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Oct 31, 2024 Q3 2024 |
3,826
shares
|
$2.26 Million
0.78% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Oct 11, 2024 Q3 2024 |
3,825
shares
|
$2.26 Million
0.43% of portfolio
|
Q2 2024
Reduced 17.58%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Oct 02, 2024 Q3 2024 |
3,825
shares
|
$2.26 Million
1.64% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
3,813
shares
|
$2.25 Million
0.32% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Safeguard Financial, LLC
|
Oct 15, 2024 Q3 2024 |
3,812
shares
|
$2.25 Million
0.52% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Bank Of Nova Scotia Trust CO
|
Nov 13, 2024 Q3 2024 |
3,810
shares
|
$2.25 Million
0.24% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Barr E S & CO
Lexington, KY |
Nov 14, 2024 Q3 2024 |
3,803
shares
|
$2.25 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
3,802
shares
|
$2.25 Million
0.66% of portfolio
|
Q3 2023
Added 12.72%
|
|
|
General Industrial Partners LLP
London, X0 |
Feb 12, 2024 Q4 2023 |
3,795
shares
|
$2.24 Million
70.06% of portfolio
|
Q4 2023
New holding
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 22, 2024 Q3 2024 |
3,789
shares
|
$2.24 Million
0.93% of portfolio
|
Q3 2024
Reduced 6.54%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
3,788
shares
|
$2.24 Million
0.54% of portfolio
|
Q3 2024
Reduced 80.41%
|