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 |
---|---|---|---|---|---|
Cohen Lawrence B
Boston, MA |
Feb 09, 2024 Q4 2023 |
491
shares
|
$285,020
11.35% of portfolio
|
Q4 2023
Reduced 91.5%
|
|
Petix & Botte CO
|
Oct 18, 2024 Q3 2024 |
490
shares
|
$284,440
0.08% of portfolio
|
Q3 2024
Reduced 14.04%
|
|
Robbins Farley LLC
Manchester, NH |
Oct 16, 2024 Q3 2024 |
490
shares
|
$284,440
0.14% of portfolio
|
Q3 2024
Reduced 40.46%
|
|
Mcrae Capital Management Inc
|
Oct 24, 2024 Q3 2024 |
489
shares
|
$283,859
0.06% of portfolio
|
Q3 2023
Reduced 4.49%
|
|
Teamwork Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
489
shares
|
$283,859
0.04% of portfolio
|
Q3 2024
Added 12.93%
|
|
Bellecapital International Ltd.
|
Oct 21, 2024 Q3 2024 |
489
shares
|
$283,859
0.06% of portfolio
|
Q3 2024
Reduced 77.68%
|
|
Continental Investors Services, Inc.
Longview, WA |
Nov 18, 2024 Q3 2024 |
489
shares
|
$283,859
0.61% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2024 Q3 2024 |
489
shares
|
$283,859
0.16% of portfolio
|
Q1 2023
New holding
|
|
Rmr Capital Management, LLC
Tustin, CA |
Nov 05, 2024 Q3 2024 |
489
shares
|
$283,859
0.23% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
Schiavi & CO LLC
Wilmington, DE |
Nov 13, 2024 Q3 2024 |
488
shares
|
$283,279
0.1% of portfolio
|
Q4 2023
Reduced 5.43%
|
|
Weitzel Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
486
shares
|
$282,118
0.13% of portfolio
|
Q2 2024
Added 22.11%
|
|
Somerville Kurt F
|
Nov 12, 2024 Q3 2024 |
486
shares
|
$282,118
0.05% of portfolio
|
Q1 2024
New holding
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
484
shares
|
$280,957
0.14% of portfolio
|
Q3 2023
Reduced 3.2%
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 10, 2024 Q3 2024 |
483
shares
|
$280,376
0.16% of portfolio
|
Q3 2024
Reduced 8.35%
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
482
shares
|
$279,796
0.27% of portfolio
|
Q3 2024
New holding
|
|
Wolf Hill Capital Management, LP
New York, NY |
Nov 13, 2024 Q3 2024 |
480
shares
|
$278,635
0.02% of portfolio
|
Q3 2024
New holding
|
|
Richard P Slaughter Associates Inc
|
Oct 07, 2024 Q3 2024 |
479
shares
|
$278,054
0.08% of portfolio
|
Q3 2024
Reduced 26.87%
|
|
Clay Northam Wealth Management, LLC
|
Jan 06, 2025 Q3 2024 |
478
shares
|
$277,474
0.19% of portfolio
|
Q3 2024
Added 6.94%
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Nov 08, 2024 Q3 2024 |
478
shares
|
$277,474
0.15% of portfolio
|
Q3 2024
Reduced 38.0%
|
|
Blackhill Capital Inc
Morristown, NJ |
Nov 12, 2024 Q3 2024 |
478
shares
|
$277,474
0.02% of portfolio
|
Q1 2022
Reduced 27.36%
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
477
shares
|
$276,893
0.1% of portfolio
|
Q2 2024
New holding
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
472
shares
|
$273,991
0.14% of portfolio
|
Q2 2024
New holding
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Nov 12, 2024 Q3 2024 |
470
shares
|
$272,830
0.23% of portfolio
|
Q2 2024
New holding
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
469
shares
|
$272,249
0.05% of portfolio
|
Q3 2024
Reduced 33.19%
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
467
shares
|
$271,088
0.28% of portfolio
|
Q3 2024
Reduced 2.1%
|