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 |
|---|---|---|---|---|---|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
60
shares
|
$35,730
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
55
shares
|
$32,753
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
50
shares
|
$29,775
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
41
shares
|
$24,415
0.02% of portfolio
|
Q3 2024
Added 36.67%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
40
shares
|
$23,820
0.02% of portfolio
|
Q3 2023
Reduced 9.09%
|
|
|
Db Fitzpatrick & Co, Inc
|
Oct 16, 2024 Q3 2024 |
39
shares
|
$23,224
0.02% of portfolio
|
Q2 2024
Reduced 50.63%
|
|
|
Sawyer & Company, Inc
|
Oct 10, 2024 Q3 2024 |
38
shares
|
$22,629
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
34
shares
|
$20,247
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
33
shares
|
$19,651
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
32
shares
|
$19,056
0.01% of portfolio
|
Q3 2024
Added 18.52%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
32
shares
|
$19,056
0.01% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
31
shares
|
$18,460
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 05, 2024 Q3 2024 |
30
shares
|
$17,865
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
24
shares
|
$14,292
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Capco Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
22
shares
|
$13,101
0.0% of portfolio
|
Q3 2024
Added 15.79%
|
|
|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
20
shares
|
$11,910
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
15
shares
|
$8,932
0.0% of portfolio
|
Q2 2024
Reduced 99.84%
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
13
shares
|
$7,741
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
11
shares
|
$6,550
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 31, 2024 Q3 2024 |
11
shares
|
$6,550
0.56% of portfolio
|
Q3 2024
Reduced 52.17%
|
|
|
Gs Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
8
shares
|
$4,764
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
7
shares
|
$4,168
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
5
shares
|
$2,977
0.0% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
4
shares
|
$2,382
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
Oct 31, 2024 Q3 2024 |
3
shares
|
$1,786
0.0% of portfolio
|
Q3 2024
Reduced 81.25%
|