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 |
|---|---|---|---|---|---|
|
J2 Capital Management Inc
|
Oct 11, 2023 Q3 2023 |
778
shares
|
$451,621
0.44% of portfolio
|
Q3 2023
Added 11.3%
|
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
777
shares
|
$451,040
0.29% of portfolio
|
Q3 2024
Added 24.72%
|
|
|
Swisspartners Advisors LTD
Zurich, V8 |
Oct 29, 2024 Q3 2024 |
777
shares
|
$451,040
0.35% of portfolio
|
Q2 2024
Reduced 6.05%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
776
shares
|
$450,460
0.24% of portfolio
|
Q2 2022
New holding
|
|
|
Coerente Capital Management
|
Oct 23, 2024 Q3 2024 |
775
shares
|
$449,879
0.08% of portfolio
|
Q3 2024
Reduced 15.3%
|
|
|
Aimz Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
773
shares
|
$448,718
0.15% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Hoffman, Alan N Investment Management
|
Oct 07, 2024 Q3 2024 |
771
shares
|
$447,557
0.21% of portfolio
|
Q3 2024
Added 10.78%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
771
shares
|
$447,557
0.11% of portfolio
|
Q3 2024
Added 16.82%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Oct 18, 2024 Q3 2024 |
771
shares
|
$447,557
0.32% of portfolio
|
Q4 2023
New holding
|
|
|
Tanager Wealth Management LLP
|
Oct 22, 2024 Q3 2024 |
769
shares
|
$446,396
0.06% of portfolio
|
Q2 2024
Reduced 8.56%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
767
shares
|
$445,235
0.09% of portfolio
|
Q3 2024
Added 18.55%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 15, 2024 Q3 2024 |
765
shares
|
$444,074
0.18% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Oct 16, 2024 Q3 2024 |
764
shares
|
$443,494
0.4% of portfolio
|
Q2 2024
Added 0.92%
|
|
|
Landmark Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
762
shares
|
$442,333
0.19% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 07, 2024 Q3 2024 |
758
shares
|
$440,011
0.09% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2024 Q3 2024 |
757
shares
|
$439,430
0.21% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Nov 01, 2024 Q3 2024 |
756
shares
|
$438,850
0.31% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 12, 2024 Q3 2024 |
755
shares
|
$438,269
0.34% of portfolio
|
Q3 2024
Added 44.36%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
750
shares
|
$435,367
0.21% of portfolio
|
Q4 2021
New holding
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
747
shares
|
$433,626
0.06% of portfolio
|
Q3 2024
Added 94.53%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
745
shares
|
$432,465
0.34% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Oct 11, 2024 Q3 2024 |
745
shares
|
$432,465
0.36% of portfolio
|
Q3 2024
Added 24.79%
|
|
|
Gfg Capital, LLC
|
Oct 21, 2024 Q3 2024 |
744
shares
|
$431,884
0.11% of portfolio
|
Q3 2024
Added 4.49%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Oct 24, 2024 Q3 2024 |
744
shares
|
$431,884
0.28% of portfolio
|
Q3 2024
Reduced 34.16%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
743
shares
|
$431,304
0.27% of portfolio
|
Q2 2024
Reduced 50.03%
|