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 |
|---|---|---|---|---|---|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
902
shares
|
$523,601
0.14% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
900
shares
|
$522,441
0.17% of portfolio
|
Q3 2023
Reduced 2.28%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 10, 2024 Q3 2024 |
900
shares
|
$522,441
0.34% of portfolio
|
Q3 2024
Reduced 5.76%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 22, 2024 Q3 2024 |
899
shares
|
$521,860
0.37% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 08, 2025 Q4 2024 |
894
shares
|
$518,958
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Nov 01, 2024 Q3 2024 |
893
shares
|
$518,377
0.16% of portfolio
|
Q4 2021
Added 0.89%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 10, 2024 Q3 2024 |
892
shares
|
$517,797
0.11% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
891
shares
|
$517,216
0.05% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Oct 23, 2024 Q3 2024 |
891
shares
|
$517,216
0.11% of portfolio
|
Q3 2024
Added 6.45%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 04, 2024 Q3 2024 |
890
shares
|
$516,636
0.07% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Nov 04, 2024 Q3 2024 |
889
shares
|
$516,055
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Mason & Associates Inc
|
Oct 22, 2024 Q3 2024 |
885
shares
|
$513,733
0.13% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
885
shares
|
$513,733
0.3% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Keudell
|
Oct 31, 2024 Q3 2024 |
880
shares
|
$510,831
0.14% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
880
shares
|
$510,831
0.09% of portfolio
|
Q2 2022
Added 0.23%
|
|
|
Advocate Group LLC
|
Oct 08, 2024 Q3 2024 |
879
shares
|
$510,250
0.09% of portfolio
|
Q1 2023
Reduced 2.55%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
878
shares
|
$509,670
1.33% of portfolio
|
Q4 2023
Reduced 14.51%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
878
shares
|
$509,670
0.18% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Oct 24, 2024 Q3 2024 |
874
shares
|
$507,348
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
870
shares
|
$505,026
0.17% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
868
shares
|
$503,865
0.11% of portfolio
|
Q3 2024
Added 58.11%
|
|
|
Salvus Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
866
shares
|
$502,704
0.31% of portfolio
|
Q3 2024
Added 23.36%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Oct 24, 2024 Q3 2024 |
865
shares
|
$502,123
0.31% of portfolio
|
Q3 2024
Reduced 14.78%
|
|
|
Walker Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
856
shares
|
$496,899
0.33% of portfolio
|
Q2 2024
Added 3.63%
|
|
|
De Dora Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
856
shares
|
$496,899
0.14% of portfolio
|
Q2 2023
Reduced 2.28%
|