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 |
|---|---|---|---|---|---|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
742
shares
|
$430,723
0.29% of portfolio
|
Q3 2023
Added 26.19%
|
|
|
Whitcomb & Hess, Inc.
|
Oct 02, 2024 Q3 2024 |
742
shares
|
$430,723
0.14% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
740
shares
|
$429,562
0.08% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Nov 12, 2024 Q3 2024 |
739
shares
|
$428,982
0.02% of portfolio
|
Q3 2024
Reduced 6.34%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Nov 08, 2024 Q3 2024 |
739
shares
|
$428,982
0.27% of portfolio
|
Q3 2024
Reduced 22.05%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
738
shares
|
$428,401
0.28% of portfolio
|
Q1 2023
Reduced 59.27%
|
|
|
Arcadia Investment Management Corp
|
Oct 29, 2024 Q3 2024 |
737
shares
|
$427,821
0.07% of portfolio
|
Q3 2024
Added 28.62%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
735
shares
|
$426,660
0.25% of portfolio
|
Q3 2024
Added 90.41%
|
|
|
Focused Wealth Management, Inc
|
Oct 30, 2024 Q3 2024 |
734
shares
|
$426,079
0.06% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Kaye Capital Management
El Segundo, CA |
Oct 21, 2024 Q3 2024 |
732
shares
|
$424,918
0.18% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Nov 01, 2024 Q3 2024 |
728
shares
|
$422,596
0.15% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
727
shares
|
$422,016
0.17% of portfolio
|
Q3 2024
Added 27.54%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
725
shares
|
$420,855
0.05% of portfolio
|
Q4 2023
Reduced 26.55%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
725
shares
|
$420,855
0.15% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
724
shares
|
$420,274
0.08% of portfolio
|
Q2 2024
Added 399.31%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 10, 2024 Q2 2024 |
723
shares
|
$419,694
0.13% of portfolio
|
Q3 2019
Reduced 11.07%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
723
shares
|
$419,694
0.37% of portfolio
|
Q1 2024
Added 0.98%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Nov 07, 2024 Q3 2024 |
723
shares
|
$419,694
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
721
shares
|
$418,533
0.13% of portfolio
|
Q2 2024
Added 1.41%
|
|
|
David Kennon Inc
Sarasota, FL |
Oct 22, 2024 Q3 2024 |
721
shares
|
$418,533
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Level Financial Advisors, Inc.
|
Oct 10, 2024 Q3 2024 |
720
shares
|
$417,952
0.17% of portfolio
|
Q3 2024
Added 40.9%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
719
shares
|
$417,372
0.43% of portfolio
|
Q3 2022
Reduced 29.44%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
717
shares
|
$416,211
0.24% of portfolio
|
Q1 2024
Added 9.13%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Oct 31, 2024 Q3 2024 |
715
shares
|
$415,050
0.12% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Nov 12, 2024 Q3 2024 |
715
shares
|
$415,050
0.26% of portfolio
|
Q3 2024
Added 0.56%
|