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 |
|---|---|---|---|---|---|
|
Valued Retirements, Inc.
Houston, TX |
Nov 14, 2024 Q3 2024 |
349
shares
|
$202,591
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
340
shares
|
$197,366
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
330
shares
|
$191,561
0.11% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Bnp Paribas
New York, NY |
Nov 13, 2024 Q3 2024 |
330
shares
|
$191,561
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
328
shares
|
$190,400
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Cyrus J. Lawrence, LLC
|
Nov 12, 2024 Q3 2024 |
325
shares
|
$188,659
0.04% of portfolio
|
Q3 2024
Reduced 78.08%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
314
shares
|
$182,273
0.06% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Field & Main Bank
|
Nov 01, 2024 Q3 2024 |
312
shares
|
$181,112
0.06% of portfolio
|
Q3 2023
Reduced 9.83%
|
|
|
Astor Investment Management LLC
|
Oct 24, 2024 Q3 2024 |
310
shares
|
$179,951
0.12% of portfolio
|
Q3 2024
Reduced 11.43%
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
310
shares
|
$179,951
0.09% of portfolio
|
Q1 2024
Added 8.77%
|
|
|
Jag Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
305
shares
|
$177,049
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Oct 22, 2024 Q3 2024 |
305
shares
|
$177,049
0.08% of portfolio
|
N/A
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
297
shares
|
$172,405
0.09% of portfolio
|
Q2 2024
Added 1.71%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
295
shares
|
$171,244
0.03% of portfolio
|
Q1 2024
Reduced 15.95%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 10, 2024 Q3 2024 |
294
shares
|
$170,664
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Nov 12, 2024 Q3 2024 |
280
shares
|
$162,537
0.06% of portfolio
|
Q3 2024
Reduced 10.26%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Nov 14, 2024 Q3 2024 |
280
shares
|
$162,537
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
272
shares
|
$157,893
0.08% of portfolio
|
Q3 2024
Reduced 16.31%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
271
shares
|
$157,312
0.04% of portfolio
|
Q3 2024
Added 7.11%
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
270
shares
|
$156,732
0.06% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
269
shares
|
$156,151
0.04% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
259
shares
|
$150,346
0.33% of portfolio
|
Q3 2024
Reduced 72.06%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
253
shares
|
$146,863
0.01% of portfolio
|
Q1 2023
Reduced 43.9%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
245
shares
|
$142,220
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
241
shares
|
$139,898
0.08% of portfolio
|
Q1 2024
Added 0.42%
|