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 |
|---|---|---|---|---|---|
|
Kennedy Investment Group
West Depford, NJ |
Oct 21, 2024 Q3 2024 |
461
shares
|
$267,605
0.12% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
461
shares
|
$267,605
0.14% of portfolio
|
Q3 2024
Added 10.82%
|
|
|
Pecaut & Co.
|
Nov 06, 2024 Q3 2024 |
459
shares
|
$266,444
0.1% of portfolio
|
Q2 2024
Added 1.55%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
459
shares
|
$266,444
0.17% of portfolio
|
Q1 2024
Reduced 0.65%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 05, 2024 Q3 2024 |
459
shares
|
$266,444
0.08% of portfolio
|
Q3 2024
Reduced 10.35%
|
|
|
Brio Consultants, LLC
|
Oct 18, 2024 Q3 2024 |
458
shares
|
$265,864
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
456
shares
|
$264,703
0.07% of portfolio
|
Q3 2023
Added 3.17%
|
|
|
Miller Howard Investments Inc
|
Nov 05, 2024 Q3 2024 |
456
shares
|
$264,703
0.01% of portfolio
|
Q2 2024
Reduced 9.52%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
454
shares
|
$263,542
0.07% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Westhampton Capital, LLC
|
Oct 21, 2024 Q3 2024 |
454
shares
|
$263,542
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Regency Capital Management Inc.\De
|
Oct 04, 2024 Q3 2024 |
454
shares
|
$263,542
0.16% of portfolio
|
Q3 2024
Added 14.36%
|
|
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
Oct 17, 2024 Q3 2024 |
454
shares
|
$263,542
0.21% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
454
shares
|
$263,542
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
453
shares
|
$262,961
0.05% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
451
shares
|
$261,800
0.03% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Oct 21, 2024 Q3 2024 |
451
shares
|
$261,800
0.13% of portfolio
|
Q3 2024
Reduced 36.21%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
451
shares
|
$261,800
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Schulhoff & CO Inc
|
Nov 06, 2024 Q3 2024 |
450
shares
|
$261,220
0.12% of portfolio
|
Q2 2024
Reduced 5.26%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Nov 08, 2024 Q3 2024 |
450
shares
|
$261,220
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Oct 29, 2024 Q3 2024 |
450
shares
|
$261,220
0.15% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Walter & Keenan Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
449
shares
|
$260,640
0.08% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 13, 2024 Q3 2024 |
447
shares
|
$259,479
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
445
shares
|
$258,318
0.34% of portfolio
|
Q1 2024
Reduced 21.93%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
445
shares
|
$258,318
0.12% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
444
shares
|
$257,737
0.1% of portfolio
|
Q3 2024
Added 5.21%
|