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 4,618 institutions that hold shares in the stock, with a total of 577 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 |
|---|---|---|---|---|---|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
2,048
shares
|
$1.25 Million
0.32% of portfolio
|
Q3 2024
Reduced 7.75%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
2,045
shares
|
$1.24 Million
0.63% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Alpine Global Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,044
shares
|
$1.24 Million
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
2,043
shares
|
$1.24 Million
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
2,028
shares
|
$1.23 Million
0.38% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 23, 2024 Q3 2024 |
2,027
shares
|
$1.23 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Asset Planning Corporation
|
Jan 24, 2025 Q4 2024 |
2,025
shares
|
$1.23 Million
0.75% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Lincoln Capital Corp
|
Jan 17, 2025 Q4 2024 |
2,024
shares
|
$1.23 Million
0.51% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Chapman Investment Management, LLC
|
Oct 28, 2024 Q3 2024 |
2,021
shares
|
$1.23 Million
0.9% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
Hollow Brook Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
2,015
shares
|
$1.23 Million
0.35% of portfolio
|
Q3 2024
Added 29.25%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
2,008
shares
|
$1.22 Million
0.4% of portfolio
|
Q2 2024
Added 765.52%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
2,008
shares
|
$1.22 Million
0.22% of portfolio
|
Q1 2024
Reduced 2.57%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
2,002
shares
|
$1.22 Million
0.45% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Jan 27, 2025 Q4 2024 |
2,000
shares
|
$1.22 Million
0.75% of portfolio
|
Q2 2022
Added 100.0%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
2,000
shares
|
$1.22 Million
0.78% of portfolio
|
Q2 2024
Added 25.79%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
2,000
shares
|
$1.22 Million
0.95% of portfolio
|
Q2 2024
Reduced 6.98%
|
|
|
Sterling Manor Financial, LLC
|
Jan 24, 2025 Q4 2024 |
1,994
shares
|
$1.21 Million
0.86% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jan 21, 2025 Q4 2024 |
1,993
shares
|
$1.21 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Nov 14, 2024 Q3 2024 |
1,989
shares
|
$1.21 Million
1.09% of portfolio
|
Q3 2024
Added 46.57%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
1,979
shares
|
$1.2 Million
0.34% of portfolio
|
Q1 2024
Reduced 6.39%
|
|
|
Capital Cs Group, LLC
|
Jan 13, 2025 Q4 2024 |
1,975
shares
|
$1.2 Million
1.01% of portfolio
|
Q4 2024
Reduced 8.52%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
1,975
shares
|
$1.2 Million
0.45% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Jan 22, 2025 Q4 2024 |
1,975
shares
|
$1.2 Million
0.87% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
1,974
shares
|
$1.2 Million
0.18% of portfolio
|
Q4 2024
Reduced 30.05%
|
|
|
Tran Capital Management, L.P.
|
Jan 21, 2025 Q4 2024 |
1,972
shares
|
$1.2 Million
0.15% of portfolio
|
Q4 2024
Added 6.94%
|