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 |
|---|---|---|---|---|---|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2024 Q3 2024 |
595
shares
|
$345,391
0.17% of portfolio
|
Q3 2024
Reduced 23.03%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
594
shares
|
$344,811
0.4% of portfolio
|
Q4 2023
New holding
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jan 06, 2025 Q4 2024 |
593
shares
|
$344,230
0.12% of portfolio
|
Q4 2024
Reduced 8.2%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
593
shares
|
$344,230
0.02% of portfolio
|
Q1 2024
Added 20.28%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
590
shares
|
$342,489
0.19% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
590
shares
|
$342,489
0.05% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Harfst & Associates, Inc.
|
Oct 18, 2024 Q3 2024 |
588
shares
|
$341,328
0.08% of portfolio
|
Q3 2024
Added 21.99%
|
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
587
shares
|
$340,747
1.3% of portfolio
|
Q3 2022
Reduced 95.87%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
587
shares
|
$340,747
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
585
shares
|
$339,586
0.12% of portfolio
|
Q3 2024
Added 29.42%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
584
shares
|
$339,006
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Cardinal Capital Management
|
Oct 16, 2024 Q3 2024 |
583
shares
|
$338,425
0.05% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Oct 10, 2024 Q3 2024 |
582
shares
|
$337,845
0.26% of portfolio
|
Q2 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
581
shares
|
$337,264
0.06% of portfolio
|
Q3 2024
Added 7.79%
|
|
|
Brown Financial Advisory
|
Oct 24, 2024 Q3 2024 |
579
shares
|
$336,103
0.23% of portfolio
|
Q1 2024
Added 3.02%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 24, 2024 Q3 2024 |
579
shares
|
$336,103
0.19% of portfolio
|
Q3 2024
Added 5.08%
|
|
|
Astoria Strategic Wealth, Inc.
|
Oct 15, 2024 Q3 2024 |
578
shares
|
$335,523
0.1% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
578
shares
|
$335,523
0.13% of portfolio
|
Q1 2023
Added 0.52%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
576
shares
|
$334,362
0.03% of portfolio
|
Q3 2023
Reduced 5.73%
|
|
|
Crumly & Associates Inc.
|
Nov 01, 2024 Q3 2024 |
574
shares
|
$333,201
0.1% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 13, 2024 Q3 2024 |
574
shares
|
$333,201
0.11% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
573
shares
|
$332,620
0.01% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Oct 28, 2024 Q3 2024 |
572
shares
|
$332,040
0.17% of portfolio
|
Q2 2024
Added 27.96%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
569
shares
|
$330,298
0.1% of portfolio
|
Q1 2023
Added 0.71%
|
|
|
Kilter Howling LLC
Boulder, CO |
Nov 12, 2024 Q3 2024 |
569
shares
|
$330,298
0.21% of portfolio
|
Q3 2024
Reduced 2.07%
|