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 |
|---|---|---|---|---|---|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
3,693
shares
|
$2.18 Million
0.09% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 12, 2024 Q3 2024 |
3,688
shares
|
$2.18 Million
0.91% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Vera Bank, N.A.
|
Nov 04, 2024 Q3 2024 |
3,682
shares
|
$2.18 Million
0.64% of portfolio
|
Q3 2024
Reduced 15.97%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
3,676
shares
|
$2.17 Million
0.13% of portfolio
|
Q3 2024
Added 8.53%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
3,669
shares
|
$2.17 Million
0.21% of portfolio
|
Q3 2022
Added 63.5%
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
Nov 12, 2024 Q3 2024 |
3,657
shares
|
$2.16 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Congress Asset Management CO
|
Oct 28, 2024 Q3 2024 |
3,655
shares
|
$2.16 Million
0.01% of portfolio
|
Q3 2024
Added 12.77%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
3,651
shares
|
$2.16 Million
0.14% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
3,650
shares
|
$2.16 Million
1.38% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Ulland Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
3,648
shares
|
$2.16 Million
1.53% of portfolio
|
Q3 2024
Added 28.41%
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
3,639
shares
|
$2.15 Million
0.18% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Stoneridge Investment Partners LLC
|
Oct 30, 2024 Q3 2024 |
3,634
shares
|
$2.15 Million
0.78% of portfolio
|
Q3 2024
Reduced 5.49%
|
|
|
Renaissance Investment Group LLC
|
Oct 10, 2024 Q3 2024 |
3,631
shares
|
$2.15 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
3,625
shares
|
$2.14 Million
0.16% of portfolio
|
Q3 2024
Reduced 30.46%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
3,613
shares
|
$2.14 Million
0.14% of portfolio
|
Q3 2024
Added 6.96%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Nov 08, 2024 Q3 2024 |
3,609
shares
|
$2.13 Million
0.73% of portfolio
|
Q3 2024
Reduced 17.58%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
3,608
shares
|
$2.13 Million
0.51% of portfolio
|
Q2 2024
Reduced 0.82%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,603
shares
|
$2.13 Million
0.64% of portfolio
|
Q3 2024
Added 11.41%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
3,602
shares
|
$2.13 Million
0.87% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Sentry LLC
Memphis, TN |
Oct 15, 2024 Q3 2024 |
3,594
shares
|
$2.12 Million
0.4% of portfolio
|
Q4 2023
New holding
|
|
|
J.P. Marvel Investment Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
3,593
shares
|
$2.12 Million
0.34% of portfolio
|
N/A
|
|
|
Graybill Bartz & Assoc LTD
|
Oct 21, 2024 Q3 2024 |
3,590
shares
|
$2.12 Million
0.83% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Lmr Partners LLP
London, X0 |
Nov 07, 2024 Q3 2024 |
3,589
shares
|
$2.12 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 10, 2024 Q3 2024 |
3,584
shares
|
$2.12 Million
0.79% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
3,581
shares
|
$2.12 Million
0.5% of portfolio
|
Q3 2024
Added 1.36%
|