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 |
|---|---|---|---|---|---|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
21,555
shares
|
$12.5 Million
1.48% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
21,552
shares
|
$12.5 Million
1.36% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
21,538
shares
|
$12.5 Million
4.94% of portfolio
|
Q3 2024
Reduced 54.02%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Nov 12, 2024 Q3 2024 |
21,459
shares
|
$12.5 Million
7.93% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 23, 2024 Q3 2024 |
21,446
shares
|
$12.4 Million
0.8% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Surience Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
21,407
shares
|
$12.4 Million
12.63% of portfolio
|
Q3 2024
New holding
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
21,339
shares
|
$12.4 Million
2.21% of portfolio
|
Q3 2024
Added 60.94%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
21,294
shares
|
$12.4 Million
3.14% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
21,173
shares
|
$12.3 Million
1.22% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Comprehensive Financial Management LLC
Los Gatos, CA |
Nov 14, 2024 Q3 2024 |
21,142
shares
|
$12.3 Million
0.34% of portfolio
|
Q1 2024
Reduced 12.06%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Nov 06, 2024 Q3 2024 |
21,112
shares
|
$12.3 Million
2.86% of portfolio
|
Q3 2024
Added 183.46%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
21,086
shares
|
$12.2 Million
3.95% of portfolio
|
Q1 2024
Added 4.27%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
20,958
shares
|
$12.2 Million
2.95% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
20,943
shares
|
$12.2 Million
13.45% of portfolio
|
Q2 2024
Added 15.66%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
20,817
shares
|
$12.1 Million
8.61% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
20,705
shares
|
$12 Million
4.63% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
20,701
shares
|
$12 Million
0.34% of portfolio
|
Q2 2024
Added 7.36%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Oct 29, 2024 Q3 2024 |
20,694
shares
|
$12 Million
5.45% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Bienville Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
20,664
shares
|
$12 Million
4.33% of portfolio
|
Q3 2024
Added 22.4%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 17, 2024 Q3 2024 |
20,662
shares
|
$12 Million
0.13% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
20,653
shares
|
$12 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
20,644
shares
|
$12 Million
3.2% of portfolio
|
Q3 2024
Added 5.79%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Oct 17, 2024 Q3 2024 |
20,635
shares
|
$12 Million
5.91% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
20,561
shares
|
$11.9 Million
1.08% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
20,488
shares
|
$11.9 Million
0.37% of portfolio
|
Q3 2024
Added 6.29%
|