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 |
|---|---|---|---|---|---|
|
Access Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
1,211
shares
|
$702,973
0.38% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
1,211
shares
|
$702,973
0.26% of portfolio
|
Q3 2024
Added 27.21%
|
|
|
Silver Lake Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
1,208
shares
|
$701,231
0.15% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 31, 2024 Q3 2024 |
1,208
shares
|
$701,231
0.24% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,205
shares
|
$699,490
0.08% of portfolio
|
Q3 2024
Added 11.37%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
1,204
shares
|
$698,909
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 28, 2024 Q3 2024 |
1,203
shares
|
$698,329
0.05% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
17 Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
1,202
shares
|
$697,748
0.45% of portfolio
|
Q2 2024
Added 17.15%
|
|
|
Canvas Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,202
shares
|
$697,748
0.19% of portfolio
|
Q3 2024
Added 6.56%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
1,201
shares
|
$697,168
0.24% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
1,200
shares
|
$696,588
0.27% of portfolio
|
Q4 2023
Reduced 83.36%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 13, 2024 Q3 2024 |
1,196
shares
|
$694,266
0.7% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
1,194
shares
|
$693,105
0.2% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 25, 2024 Q3 2024 |
1,194
shares
|
$693,105
0.39% of portfolio
|
Q4 2021
New holding
|
|
|
Hall Capital Management CO Inc
|
Jul 26, 2024 Q2 2024 |
1,193
shares
|
$692,524
0.31% of portfolio
|
Q1 2022
Reduced 8.23%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Nov 06, 2024 Q3 2024 |
1,192
shares
|
$691,944
0.18% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
1,189
shares
|
$690,202
0.21% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
1,188
shares
|
$689,622
0.15% of portfolio
|
Q3 2024
Added 75.22%
|
|
|
Ballast, Inc.
|
Oct 16, 2024 Q3 2024 |
1,185
shares
|
$687,880
0.19% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
1,182
shares
|
$686,139
0.25% of portfolio
|
Q3 2024
Added 52.91%
|
|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
1,181
shares
|
$685,558
0.14% of portfolio
|
Q4 2024
Reduced 24.58%
|
|
|
Narwhal Capital Management
|
Oct 22, 2024 Q3 2024 |
1,181
shares
|
$685,558
0.06% of portfolio
|
Q2 2024
Reduced 1.75%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 06, 2024 Q3 2024 |
1,180
shares
|
$684,978
0.22% of portfolio
|
Q4 2023
Reduced 4.07%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
1,179
shares
|
$684,397
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Holistic Financial Partners
|
Nov 07, 2024 Q3 2024 |
1,178
shares
|
$683,817
0.33% of portfolio
|
Q3 2024
Added 0.51%
|