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 |
|---|---|---|---|---|---|
|
Stillwater Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
507
shares
|
$294,308
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Dec 19, 2024 Q3 2024 |
507
shares
|
$294,308
0.07% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
506
shares
|
$293,727
0.2% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Aquire Wealth Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
505
shares
|
$293,147
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Vantage Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
504
shares
|
$292,566
0.02% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Oct 23, 2024 Q3 2024 |
504
shares
|
$292,566
0.08% of portfolio
|
Q3 2024
Reduced 89.93%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Oct 15, 2024 Q3 2024 |
504
shares
|
$292,566
0.18% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Nov 14, 2024 Q3 2024 |
503
shares
|
$291,986
0.18% of portfolio
|
Q3 2024
Reduced 31.75%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Nov 06, 2024 Q3 2024 |
503
shares
|
$291,986
0.22% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
502
shares
|
$291,405
0.1% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
502
shares
|
$291,405
0.0% of portfolio
|
Q1 2024
Reduced 29.69%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
500
shares
|
$290,245
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Almitas Capital LLC
Santa Monica, CA |
Nov 14, 2024 Q3 2024 |
500
shares
|
$290,245
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
500
shares
|
$290,245
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Oct 28, 2024 Q3 2024 |
500
shares
|
$290,245
0.28% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Phraction Management LLC
Stamford, CT |
Nov 06, 2024 Q3 2024 |
499
shares
|
$289,664
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Oct 15, 2024 Q3 2024 |
499
shares
|
$289,664
0.24% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
498
shares
|
$289,084
0.1% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Cmc Financial Group
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
497
shares
|
$288,503
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
497
shares
|
$288,503
0.12% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
West Wealth Group, LLC
|
Oct 23, 2024 Q3 2024 |
496
shares
|
$287,923
0.09% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 24, 2024 Q3 2024 |
495
shares
|
$287,342
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Oct 17, 2024 Q3 2024 |
494
shares
|
$286,762
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
493
shares
|
$286,181
0.37% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Moulton Wealth Management, Inc
|
Oct 17, 2024 Q3 2024 |
492
shares
|
$285,601
0.24% of portfolio
|
Q3 2024
Added 0.2%
|