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 4,603 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 $352 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
272
shares
|
$165,852
0.08% of portfolio
|
Q3 2024
Reduced 16.31%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
271
shares
|
$165,242
0.04% of portfolio
|
Q3 2024
Added 7.11%
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
270
shares
|
$164,632
0.06% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
269
shares
|
$164,022
0.04% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
259
shares
|
$157,925
0.33% of portfolio
|
Q3 2024
Reduced 72.06%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
253
shares
|
$154,266
0.01% of portfolio
|
Q1 2023
Reduced 43.9%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
245
shares
|
$149,388
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
241
shares
|
$146,949
0.08% of portfolio
|
Q1 2024
Added 0.42%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
239
shares
|
$145,730
0.0% of portfolio
|
Q3 2024
Added 55.19%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
235
shares
|
$143,291
0.07% of portfolio
|
Q3 2024
Reduced 11.99%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
233
shares
|
$142,071
0.04% of portfolio
|
Q3 2024
Added 10.95%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
232
shares
|
$141,462
0.05% of portfolio
|
Q1 2024
Added 110.91%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
231
shares
|
$140,852
0.06% of portfolio
|
Q3 2024
Reduced 7.97%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
229
shares
|
$139,632
0.09% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
228
shares
|
$139,023
0.09% of portfolio
|
Q4 2024
Added 7.55%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 30, 2024 Q3 2024 |
227
shares
|
$138,413
0.1% of portfolio
|
Q2 2024
Reduced 29.94%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Oct 25, 2024 Q3 2024 |
220
shares
|
$134,145
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
219
shares
|
$133,535
0.05% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
210
shares
|
$128,047
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Brown Shipley& CO LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
202
shares
|
$123,169
0.06% of portfolio
|
Q2 2024
Reduced 97.56%
|
|
|
Oakhurst Advisors,Llc
Los Angeles, CA |
Feb 14, 2023 Q4 2022 |
200
shares
|
$121,950
0.36% of portfolio
|
Q4 2022
New holding
|
|
|
Shay Capital LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
200
shares
|
$121,950
0.02% of portfolio
|
Q3 2024
Reduced 95.0%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
195
shares
|
$118,901
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
194
shares
|
$118,291
0.03% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Horrell Capital Management, Inc.
|
Oct 25, 2024 Q3 2024 |
190
shares
|
$115,852
0.03% of portfolio
|
Q2 2024
Added 3.83%
|