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 |
|---|---|---|---|---|---|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
567
shares
|
$329,137
0.11% of portfolio
|
Q2 2024
Reduced 2.24%
|
|
|
Advisors Management Group Inc
|
Oct 31, 2024 Q3 2024 |
567
shares
|
$329,137
0.08% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 14, 2024 Q3 2024 |
566
shares
|
$328,557
0.13% of portfolio
|
Q3 2024
Reduced 28.81%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Nov 12, 2024 Q3 2024 |
565
shares
|
$327,976
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Oct 09, 2024 Q3 2024 |
565
shares
|
$327,976
0.01% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
564
shares
|
$327,396
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
562
shares
|
$326,235
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Swm Advisors
|
Oct 12, 2022 Q3 2022 |
561
shares
|
$325,654
0.19% of portfolio
|
Q3 2022
Added 1.63%
|
|
|
Strategic Advocates LLC
Logan, UT |
Oct 17, 2024 Q3 2024 |
561
shares
|
$325,654
0.12% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Acas, LLC
|
Nov 05, 2024 Q3 2024 |
559
shares
|
$324,493
0.27% of portfolio
|
Q1 2024
Added 0.54%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
558
shares
|
$323,913
0.07% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
557
shares
|
$323,332
0.27% of portfolio
|
Q2 2024
Reduced 1.76%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 21, 2024 Q3 2024 |
556
shares
|
$322,752
0.16% of portfolio
|
Q2 2024
Reduced 0.89%
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
553
shares
|
$321,010
0.07% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
552
shares
|
$320,430
0.36% of portfolio
|
Q3 2022
New holding
|
|
|
Tenret CO LLC
|
Nov 14, 2024 Q3 2024 |
551
shares
|
$319,849
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Strategies Group, Inc.
|
Oct 31, 2024 Q3 2024 |
551
shares
|
$319,849
0.07% of portfolio
|
Q3 2024
Reduced 20.38%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
551
shares
|
$319,849
0.26% of portfolio
|
Q2 2024
Reduced 1.78%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
547
shares
|
$317,528
0.11% of portfolio
|
Q3 2024
Reduced 14.93%
|
|
|
Disciplined Equity Management, Inc.
|
Oct 11, 2024 Q3 2024 |
546
shares
|
$316,947
0.2% of portfolio
|
Q1 2024
Reduced 72.3%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
545
shares
|
$316,367
0.24% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
542
shares
|
$314,625
0.07% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Cox Capital Mgt LLC
|
Oct 10, 2024 Q3 2024 |
537
shares
|
$311,723
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
536
shares
|
$311,142
0.15% of portfolio
|
Q3 2024
Reduced 35.5%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
535
shares
|
$310,562
0.14% of portfolio
|
Q1 2022
Reduced 2.73%
|