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 |
|---|---|---|---|---|---|
|
Fishman Jay A LTD
Troy, MI |
Oct 30, 2024 Q3 2024 |
855
shares
|
$496,318
0.05% of portfolio
|
Q2 2024
Reduced 66.94%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
854
shares
|
$495,738
0.33% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jan 08, 2025 Q4 2024 |
853
shares
|
$495,157
0.17% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 28, 2024 Q3 2024 |
853
shares
|
$495,157
0.22% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Advocacy Wealth Management Services, LLC
|
Oct 31, 2024 Q3 2024 |
852
shares
|
$494,577
0.04% of portfolio
|
Q2 2024
Reduced 48.64%
|
|
|
Ttp Investments, Inc.
|
Oct 15, 2024 Q3 2024 |
852
shares
|
$494,577
0.2% of portfolio
|
Q3 2024
Reduced 92.84%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
852
shares
|
$494,577
0.19% of portfolio
|
Q3 2024
Reduced 27.18%
|
|
|
Goldstream Capital Management LTD
|
Nov 14, 2024 Q3 2024 |
850
shares
|
$493,416
0.16% of portfolio
|
Q3 2024
Added 30.77%
|
|
|
Rpg Investment Advisory, LLC
|
Nov 05, 2024 Q3 2024 |
849
shares
|
$492,836
0.07% of portfolio
|
Q2 2024
Added 1.8%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
848
shares
|
$492,255
0.34% of portfolio
|
Q4 2021
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
847
shares
|
$491,675
0.24% of portfolio
|
Q3 2024
Reduced 51.35%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jan 08, 2025 Q4 2024 |
846
shares
|
$491,094
0.41% of portfolio
|
Q4 2024
Added 29.36%
|
|
|
Forbes J M & CO LLP
|
Oct 24, 2024 Q3 2024 |
842
shares
|
$488,772
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Nov 13, 2024 Q3 2024 |
842
shares
|
$488,772
0.13% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Oct 16, 2024 Q3 2024 |
842
shares
|
$488,772
0.34% of portfolio
|
Q4 2022
New holding
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
840
shares
|
$487,611
0.22% of portfolio
|
Q4 2023
Added 6.33%
|
|
|
Barton Investment Management
|
Oct 17, 2024 Q3 2024 |
839
shares
|
$487,031
0.06% of portfolio
|
Q2 2024
Reduced 18.86%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 18, 2024 Q3 2024 |
838
shares
|
$486,450
0.16% of portfolio
|
Q3 2024
Reduced 68.53%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Oct 28, 2024 Q3 2024 |
834
shares
|
$484,128
0.11% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Oct 22, 2024 Q1 2024 |
834
shares
|
$484,128
0.27% of portfolio
|
Q1 2024
Added 50.0%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
833
shares
|
$483,548
0.2% of portfolio
|
Q3 2023
Reduced 7.56%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Nov 14, 2024 Q3 2024 |
831
shares
|
$482,387
0.93% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
830
shares
|
$481,806
0.08% of portfolio
|
Q3 2024
Reduced 36.64%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 06, 2024 Q3 2024 |
830
shares
|
$481,806
0.11% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Oct 21, 2024 Q3 2024 |
828
shares
|
$480,645
0.07% of portfolio
|
Q3 2024
Added 23.4%
|