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 |
|---|---|---|---|---|---|
|
Ballew Advisors, Inc
|
Oct 10, 2024 Q3 2024 |
397
shares
|
$230,454
0.16% of portfolio
|
Q2 2024
Reduced 66.24%
|
|
|
Cadence Wealth Management LLC
Westborough, MA |
Nov 06, 2024 Q3 2024 |
395
shares
|
$229,293
0.18% of portfolio
|
Q3 2024
Added 7.05%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
393
shares
|
$228,132
0.06% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 07, 2024 Q3 2024 |
392
shares
|
$227,552
0.12% of portfolio
|
Q3 2024
Reduced 50.57%
|
|
|
Bowman & CO S.C.
|
Nov 07, 2024 Q3 2024 |
391
shares
|
$226,971
0.12% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Oct 23, 2024 Q3 2024 |
391
shares
|
$226,971
0.08% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Nov 01, 2024 Q3 2024 |
390
shares
|
$226,391
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2024 Q3 2024 |
390
shares
|
$226,391
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Weybosset Research & Management LLC
|
Jan 10, 2025 Q4 2024 |
388
shares
|
$225,230
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
388
shares
|
$225,230
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Oct 22, 2024 Q3 2024 |
387
shares
|
$224,649
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
New World Advisors LLC
Hingham, MA |
Oct 24, 2024 Q3 2024 |
386
shares
|
$224,069
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
385
shares
|
$223,488
0.15% of portfolio
|
Q2 2024
Added 40.0%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
383
shares
|
$222,327
0.03% of portfolio
|
Q1 2024
Reduced 12.36%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Oct 22, 2024 Q3 2024 |
380
shares
|
$220,586
0.16% of portfolio
|
Q3 2024
Reduced 53.49%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
376
shares
|
$218,264
0.13% of portfolio
|
Q3 2024
Reduced 49.19%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 24, 2024 Q3 2024 |
375
shares
|
$217,683
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 12, 2024 Q3 2024 |
375
shares
|
$217,683
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
374
shares
|
$217,103
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Bey Douglas LLC
Marietta, GA |
Nov 12, 2024 Q3 2024 |
374
shares
|
$217,103
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
370
shares
|
$214,781
0.19% of portfolio
|
Q3 2024
Reduced 7.96%
|
|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
370
shares
|
$214,781
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
369
shares
|
$214,200
0.05% of portfolio
|
Q1 2024
Reduced 10.65%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
369
shares
|
$214,200
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Advisory Group LLC
|
Oct 23, 2024 Q3 2024 |
367
shares
|
$213,039
0.12% of portfolio
|
Q3 2024
Reduced 4.92%
|