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 4,618 institutions that hold shares in the stock, with a total of 577 Million shares, which have been reported (via 13F filing form) to have a value of $351 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Axa S.A.
Paris, I0 |
Nov 14, 2024 Q3 2024 |
34,266
shares
|
$20.8 Million
0.06% of portfolio
|
Q3 2023
Reduced 18.58%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
34,233
shares
|
$20.8 Million
2.34% of portfolio
|
Q3 2024
Reduced 9.72%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Oct 31, 2024 Q3 2024 |
34,140
shares
|
$20.8 Million
7.38% of portfolio
|
Q3 2024
Reduced 19.77%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
33,988
shares
|
$20.7 Million
3.64% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
33,942
shares
|
$20.6 Million
0.5% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
33,828
shares
|
$20.6 Million
7.7% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
33,649
shares
|
$20.5 Million
1.02% of portfolio
|
Q3 2024
Added 8.68%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
33,630
shares
|
$20.4 Million
0.87% of portfolio
|
Q3 2024
Added 31.86%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
33,531
shares
|
$20.4 Million
0.26% of portfolio
|
Q4 2023
Reduced 0.61%
|
|
|
Hummer Financial Advisory Services Inc
|
Jan 13, 2025 Q4 2024 |
33,467
shares
|
$20.3 Million
15.75% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
33,438
shares
|
$20.3 Million
8.95% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Resolute Advisors LLC
|
Nov 01, 2024 Q3 2024 |
33,321
shares
|
$20.3 Million
3.93% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
33,273
shares
|
$20.2 Million
0.28% of portfolio
|
Q4 2024
Added 6.76%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Nov 01, 2024 Q3 2024 |
33,191
shares
|
$20.2 Million
9.49% of portfolio
|
Q3 2024
Added 21.43%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
33,180
shares
|
$20.2 Million
2.86% of portfolio
|
Q3 2024
Added 702.42%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
33,117
shares
|
$20.1 Million
3.08% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Capital International Investors
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
33,041
shares
|
$20.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.83%
|
|
|
Magnolia Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
33,036
shares
|
$20.1 Million
15.38% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
32,888
shares
|
$20 Million
3.12% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
32,781
shares
|
$19.9 Million
12.44% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
32,749
shares
|
$19.9 Million
0.83% of portfolio
|
Q4 2024
Reduced 46.73%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
32,632
shares
|
$19.8 Million
0.37% of portfolio
|
Q3 2024
Added 109.99%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
32,525
shares
|
$19.8 Million
8.05% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
32,496
shares
|
$19.8 Million
24.75% of portfolio
|
Q3 2023
Added 41.53%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
32,493
shares
|
$19.8 Million
4.93% of portfolio
|
Q4 2024
Reduced 0.7%
|