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 4,561 institutions that hold shares in the stock, with a total of 579 Million shares, which have been reported (via 13F filing form) to have a value of $336 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
945
shares
|
$548,563
0.23% of portfolio
|
Q2 2023
Added 0.53%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 22, 2024 Q3 2024 |
942
shares
|
$546,821
0.22% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Tpg Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
940
shares
|
$545,660
0.24% of portfolio
|
Q2 2024
Reduced 4.37%
|
|
|
Requisite Capital Management, LLC
|
Oct 10, 2024 Q3 2024 |
940
shares
|
$545,660
0.12% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
M. Kulyk & Associates, LLC
|
Nov 07, 2024 Q3 2024 |
937
shares
|
$543,919
0.11% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
936
shares
|
$543,338
0.04% of portfolio
|
Q2 2024
Added 5.88%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 24, 2024 Q3 2024 |
936
shares
|
$543,338
0.36% of portfolio
|
Q3 2024
Reduced 9.83%
|
|
|
Fulcrum Capital LLC
|
Oct 22, 2024 Q3 2024 |
930
shares
|
$539,855
0.12% of portfolio
|
Q1 2022
Reduced 9.36%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Nov 05, 2024 Q3 2024 |
930
shares
|
$539,855
0.08% of portfolio
|
Q3 2024
Added 13.69%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2024 Q3 2024 |
929
shares
|
$539,275
0.07% of portfolio
|
Q1 2024
Reduced 2.42%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Nov 12, 2024 Q3 2024 |
925
shares
|
$536,953
0.15% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Mainstay Capital Management LLC
|
Oct 23, 2024 Q3 2024 |
921
shares
|
$534,631
0.1% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Mittelman Wealth Management
Andover, MA |
Nov 15, 2024 Q3 2024 |
921
shares
|
$534,631
0.3% of portfolio
|
Q3 2024
Added 15.99%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 12, 2024 Q3 2024 |
920
shares
|
$534,050
0.02% of portfolio
|
Q2 2024
Added 0.99%
|
|
|
Allied Investment Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
919
shares
|
$533,470
0.1% of portfolio
|
Q2 2024
Added 66.49%
|
|
|
Syntal Capital Partners, LLC
Midland, TX |
May 15, 2024 Q1 2024 |
917
shares
|
$532,309
4.79% of portfolio
|
Q1 2024
Reduced 45.96%
|
|
|
Hudock, Inc.
|
Oct 23, 2024 Q3 2024 |
914
shares
|
$530,567
0.09% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2024 Q3 2024 |
914
shares
|
$530,567
0.27% of portfolio
|
Q2 2023
Reduced 20.38%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
913
shares
|
$529,987
0.24% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Oct 24, 2024 Q3 2024 |
913
shares
|
$529,987
0.16% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
912
shares
|
$529,406
0.08% of portfolio
|
Q3 2024
Added 9.62%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
910
shares
|
$528,245
0.22% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
907
shares
|
$526,504
0.06% of portfolio
|
Q4 2023
Reduced 18.29%
|
|
|
Concentrum Wealth Management
|
Nov 13, 2024 Q3 2024 |
907
shares
|
$526,504
0.2% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Wp Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
903
shares
|
$524,182
0.19% of portfolio
|
Q3 2024
Added 4.15%
|