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 4,663 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 $348 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
618
shares
|
$371,924
0.23% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Nov 12, 2024 Q3 2024 |
618
shares
|
$371,924
0.23% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
616
shares
|
$370,721
0.22% of portfolio
|
Q3 2022
Reduced 44.9%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
616
shares
|
$370,721
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
New England Professional Planning Group Inc.
|
Oct 09, 2024 Q3 2024 |
615
shares
|
$370,119
0.17% of portfolio
|
Q3 2024
Reduced 15.87%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Nov 08, 2024 Q3 2024 |
615
shares
|
$370,119
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Nov 05, 2024 Q3 2024 |
615
shares
|
$370,119
0.31% of portfolio
|
Q2 2024
Reduced 1.13%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Oct 31, 2024 Q3 2024 |
609
shares
|
$366,508
0.15% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
608
shares
|
$365,906
0.13% of portfolio
|
Q3 2024
Reduced 5.88%
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
606
shares
|
$364,702
0.21% of portfolio
|
Q1 2024
Reduced 11.14%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jan 15, 2025 Q4 2024 |
606
shares
|
$364,702
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jan 17, 2025 Q4 2024 |
605
shares
|
$364,101
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jan 28, 2025 Q4 2024 |
603
shares
|
$362,897
0.12% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
603
shares
|
$362,897
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Anson Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
602
shares
|
$362,295
0.32% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
Jan 24, 2025 Q4 2024 |
600
shares
|
$361,092
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
600
shares
|
$361,092
0.05% of portfolio
|
Q3 2023
Reduced 7.69%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Jan 13, 2025 Q4 2024 |
600
shares
|
$361,092
0.06% of portfolio
|
Q2 2024
Reduced 15.01%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jan 30, 2025 Q4 2024 |
600
shares
|
$361,092
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
599
shares
|
$360,490
0.21% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
598
shares
|
$359,888
0.39% of portfolio
|
Q1 2023
Reduced 39.41%
|
|
|
Reston Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
597
shares
|
$359,286
0.13% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
595
shares
|
$358,082
0.03% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Thompson Davis & Co., Inc.
|
Nov 08, 2024 Q3 2024 |
595
shares
|
$358,082
0.26% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2024 Q3 2024 |
595
shares
|
$358,082
0.17% of portfolio
|
Q3 2024
Reduced 23.03%
|