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 |
|---|---|---|---|---|---|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
3,783
shares
|
$2.24 Million
0.21% of portfolio
|
Q1 2022
Reduced 0.45%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Nov 01, 2024 Q3 2024 |
3,775
shares
|
$2.23 Million
1.22% of portfolio
|
Q4 2022
New holding
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
3,774
shares
|
$2.23 Million
1.05% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
3,759
shares
|
$2.22 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Asset Advisors Investment Management, LLC
|
Nov 26, 2024 Q3 2024 |
3,758
shares
|
$2.22 Million
0.22% of portfolio
|
Q3 2024
Reduced 33.64%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
3,757
shares
|
$2.22 Million
0.27% of portfolio
|
Q3 2024
Reduced 9.3%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Oct 30, 2024 Q3 2024 |
3,756
shares
|
$2.22 Million
0.52% of portfolio
|
Q3 2024
Reduced 5.65%
|
|
|
Modus Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
3,755
shares
|
$2.22 Million
0.73% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
3,755
shares
|
$2.22 Million
0.07% of portfolio
|
Q3 2023
Reduced 1.65%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
3,754
shares
|
$2.22 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
3,754
shares
|
$2.22 Million
1.13% of portfolio
|
Q1 2023
Added 4.05%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
3,753
shares
|
$2.22 Million
0.11% of portfolio
|
Q2 2024
Reduced 0.64%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Nov 13, 2024 Q3 2024 |
3,743
shares
|
$2.21 Million
0.83% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Bill Few Associates, Inc.
|
Oct 15, 2024 Q3 2024 |
3,737
shares
|
$2.21 Million
0.77% of portfolio
|
Q3 2024
Added 20.74%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Nov 01, 2024 Q3 2024 |
3,737
shares
|
$2.21 Million
0.24% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2024 Q3 2024 |
3,737
shares
|
$2.21 Million
0.44% of portfolio
|
Q3 2024
Added 12.42%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
3,721
shares
|
$2.2 Million
0.75% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
3,720
shares
|
$2.2 Million
1.48% of portfolio
|
Q3 2024
Added 9.73%
|
|
|
Selective Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
3,714
shares
|
$2.2 Million
0.89% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Mc Broom & Associates, LLC
|
Oct 18, 2024 Q3 2024 |
3,711
shares
|
$2.19 Million
1.3% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 15, 2024 Q3 2024 |
3,708
shares
|
$2.19 Million
1.13% of portfolio
|
Q3 2024
New holding
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
3,707
shares
|
$2.19 Million
1.87% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
3,705
shares
|
$2.19 Million
1.09% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
3,705
shares
|
$2.19 Million
0.5% of portfolio
|
Q3 2024
Added 17.62%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,697
shares
|
$2.19 Million
0.38% of portfolio
|
Q3 2024
Added 0.03%
|