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 |
|---|---|---|---|---|---|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
636
shares
|
$369,191
0.13% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 14, 2024 Q3 2024 |
635
shares
|
$368,611
0.03% of portfolio
|
Q3 2024
Reduced 25.12%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 31, 2024 Q3 2024 |
635
shares
|
$368,611
0.19% of portfolio
|
Q1 2024
Added 3.25%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 10, 2025 Q4 2024 |
634
shares
|
$368,030
0.26% of portfolio
|
Q4 2024
Added 6.91%
|
|
|
Ckw Financial Group
|
Nov 13, 2024 Q3 2024 |
634
shares
|
$368,030
0.04% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 01, 2024 Q3 2024 |
634
shares
|
$368,030
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
632
shares
|
$366,869
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
632
shares
|
$366,869
0.11% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
631
shares
|
$366,289
0.03% of portfolio
|
Q3 2024
Reduced 40.02%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
629
shares
|
$365,128
0.18% of portfolio
|
Q2 2023
New holding
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 15, 2024 Q3 2024 |
627
shares
|
$363,967
0.06% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Oct 15, 2024 Q3 2024 |
626
shares
|
$363,386
0.13% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Nov 15, 2024 Q3 2024 |
626
shares
|
$363,386
0.12% of portfolio
|
Q3 2024
Added 19.24%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Oct 21, 2024 Q3 2024 |
626
shares
|
$363,386
0.26% of portfolio
|
Q3 2024
Added 9.25%
|
|
|
Planning Directions Inc
|
Nov 07, 2024 Q3 2024 |
625
shares
|
$362,806
0.22% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
625
shares
|
$362,806
0.15% of portfolio
|
Q1 2024
Reduced 18.09%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
623
shares
|
$361,645
0.06% of portfolio
|
Q1 2024
Reduced 24.94%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
623
shares
|
$361,645
0.09% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
623
shares
|
$361,645
0.11% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 12, 2024 Q3 2024 |
622
shares
|
$361,064
0.07% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
618
shares
|
$358,742
0.15% of portfolio
|
Q4 2024
Reduced 50.95%
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
618
shares
|
$358,742
0.23% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Nov 12, 2024 Q3 2024 |
618
shares
|
$358,742
0.23% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Quattro Financial Advisors LLC
|
Oct 16, 2024 Q3 2024 |
617
shares
|
$358,162
9.53% of portfolio
|
Q3 2024
Reduced 95.78%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
616
shares
|
$357,581
0.22% of portfolio
|
Q3 2022
Reduced 44.9%
|