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 4,543 institutions that hold shares in the stock, with a total of 592 Million shares, which have been reported (via 13F filing form) to have a value of $353 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
295
shares
|
$175,675
0.03% of portfolio
|
Q1 2024
Reduced 15.95%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 10, 2024 Q3 2024 |
294
shares
|
$175,079
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Nov 12, 2024 Q3 2024 |
280
shares
|
$166,742
0.06% of portfolio
|
Q3 2024
Reduced 10.26%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Nov 14, 2024 Q3 2024 |
280
shares
|
$166,742
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
272
shares
|
$161,978
0.08% of portfolio
|
Q3 2024
Reduced 16.31%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
271
shares
|
$161,383
0.04% of portfolio
|
Q3 2024
Added 7.11%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 31, 2024 Q3 2024 |
269
shares
|
$160,192
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
269
shares
|
$160,192
0.04% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
259
shares
|
$154,237
0.33% of portfolio
|
Q3 2024
Reduced 72.06%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
253
shares
|
$150,664
0.01% of portfolio
|
Q1 2023
Reduced 43.9%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
246
shares
|
$146,495
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
245
shares
|
$145,899
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
241
shares
|
$143,517
0.08% of portfolio
|
Q1 2024
Added 0.42%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
239
shares
|
$142,326
0.0% of portfolio
|
Q3 2024
Added 55.19%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
235
shares
|
$139,944
0.07% of portfolio
|
Q3 2024
Reduced 11.99%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
233
shares
|
$138,753
0.04% of portfolio
|
Q3 2024
Added 10.95%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
232
shares
|
$138,158
0.05% of portfolio
|
Q1 2024
Added 110.91%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
231
shares
|
$137,562
0.06% of portfolio
|
Q3 2024
Reduced 7.97%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
229
shares
|
$136,371
0.09% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 30, 2024 Q3 2024 |
227
shares
|
$135,180
0.1% of portfolio
|
Q2 2024
Reduced 29.94%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Oct 25, 2024 Q3 2024 |
220
shares
|
$131,012
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cadent Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
218
shares
|
$129,821
0.04% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
213
shares
|
$126,843
0.06% of portfolio
|
Q1 2024
Reduced 57.82%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
212
shares
|
$126,248
0.06% of portfolio
|
Q2 2023
Reduced 1.4%
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
210
shares
|
$125,057
0.15% of portfolio
|
Q1 2024
New holding
|