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SPDR S&P 500 ETF Trust (SPY) Institutional Ownership

SPDR S&P 500 ETF Trust logo
$525.66 -11.95 (-2.22%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for SPDR S&P 500 ETF Trust (NYSEARCA:SPY)

Current
Institutional Ownership
Percentage
63.54%
Number of
Institutional Buyers
(last 12 months)
2789
Total
Institutional Inflows
(last 12 months)
$66.99B
Number of
Institutional Sellers
(last 12 months)
2115
Total
Institutional Outflows
(last 12 months)
$32.63B
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SPY Institutional Buying and Selling by Quarter

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SPDR S&P 500 ETF Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2025Polianta Ltd21,800$12.19M5.9%N/A0.002%
4/16/2025Compagnie Lombard Odier SCmA385$215K0.0%-24.4%0.000%
4/16/2025May Barnhard Investments LLC1,001$560K0.3%N/A0.000%
4/16/2025Union Bancaire Privee UBP SA35,225$20.00M0.5%-39.2%0.003%
4/16/2025Fort Washington Investment Advisors Inc. OH44,191$24.72M0.2%-21.7%0.004%
4/16/2025Bellecapital International Ltd.371$208K0.0%-11.9%0.000%
4/16/2025Mogy Joel R Investment Counsel Inc.3,329$1.86M0.1%-6.9%0.000%
4/16/2025McElhenny Sheffield Capital Management LLC4,534$2.54M1.0%-91.5%0.000%
4/16/2025Allen Mooney & Barnes Investment Advisors LLC20,487$11.46M1.9%+4.4%0.002%
4/16/2025Spectrum Asset Management Inc. NB CA 2,738$1.54M0.7%+7.2%0.000%
4/16/2025Ferguson Wellman Capital Management Inc.20,382$11.40M0.2%+63.9%0.002%
4/16/2025Fortitude Family Office LLC741$415K0.1%-15.6%0.000%
4/16/2025Neumann Capital Management LLC27,373$15.31M5.3%-0.6%0.003%
4/15/2025FMB Wealth Management3,803$2.13M1.2%+0.7%0.000%
4/15/2025Kelly Financial Services LLC2,143$1.20M0.4%-40.7%0.000%
4/15/2025Yarger Wealth Strategies LLC2,109$1.18M0.7%+2.7%0.000%
4/15/2025Net Worth Advisory Group2,032$1.14M0.4%-68.7%0.000%
4/15/2025ForthRight Wealth Management LLC8,444$4.72M1.6%-0.5%0.001%
4/15/2025Members Wealth LLC3,876$2.17M1.6%+1.0%0.000%
4/15/2025Sapient Capital LLC96,641$54.23M1.1%-2.5%0.009%
4/15/2025Total Wealth Planning LLC548$307K0.0%-4.2%0.000%
4/15/2025Tran Capital Management L.P.1,813$1.01M0.1%-8.1%0.000%
4/15/2025Balanced Wealth Group LLC761$426K0.2%-10.3%0.000%
4/15/2025Greenwood Capital Associates LLC895$501K0.1%-5.2%0.000%
4/15/2025Braun Bostich & Associates Inc.1,090$610K0.5%+5.7%0.000%
4/15/2025Define Financial LLC1,952$1.04M0.8%-13.3%0.000%
4/15/2025Erickson Financial Group LLC4,616$2.58M1.9%-7.3%0.000%
4/15/2025First United Bank & Trust6,493$3.63M1.4%-3.3%0.001%
4/15/2025GPS Wealth Strategies Group LLC11,992$6.71M0.9%-3.9%0.001%
4/15/2025Fifth Third Bancorp503,037$281.39M1.1%-3.4%0.047%
4/15/2025Simon Quick Advisors LLC266,917$149.31M8.5%+2.3%0.025%
4/15/2025Capital Advisors Ltd. LLC123,053$68.84M9.1%+0.2%0.012%
4/15/2025Arvest Investments Inc.1,076$602K0.1%-35.8%0.000%
4/15/2025Zhang Financial LLC16,694$9.34M0.5%+0.7%0.002%
4/15/2025Paladin Advisory Group LLC5,225$2.92M2.3%+0.4%0.000%
4/15/2025Noble Wealth Management PBC1,550$867K0.6%-3.4%0.000%
4/15/2025Ulland Investment Advisors LLC4,846$2.71M2.3%-9.9%0.000%
4/15/2025Flywheel Private Wealth LLC417$233K0.2%-14.5%0.000%
4/15/2025Thompson Investment Management Inc.160$90K0.0%-50.5%0.000%
4/15/2025Visionary Horizons LLC1,734$970K0.7%+2.7%0.000%
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4/15/2025Skyline Advisors Inc.418$234K0.1%-19.5%0.000%
4/15/2025Alpha Omega Wealth Management LLC2,483$1.39M0.3%+6.4%0.000%
4/15/2025Millburn Ridgefield LLC DE 532,813$298.05M7.2%+5.4%0.050%
4/15/2025Capital Advisory Group Advisory Services LLC27,812$15.56M5.9%-14.5%0.003%
4/15/2025Investment Partners Asset Management Inc.2,022$1.13M0.9%+16.5%0.000%
4/15/2025McKinley Carter Wealth Services Inc.3,182$1.78M0.1%-13.7%0.000%
4/15/2025Trinity Financial Advisors LLC65,608$36.81M7.5%+0.9%0.006%
4/15/2025Laurel Wealth Advisors LLC22,480$12.58M2.0%-1.4%0.002%
4/15/2025Transform Wealth LLC18,605$10.44M0.6%-67.2%0.002%
4/15/2025Mainsail Financial Group LLC28,593$16.00M9.1%+5.9%0.003%
4/15/2025Ironwood Financial llc5,023$2.81M0.6%-2.7%0.000%
4/15/2025Focus Financial Network Inc.44,646$24.97M1.0%+6.6%0.004%
4/15/2025InTrack Investment Management Inc4,433$2.48M2.3%-1.7%0.000%
4/15/2025Donaldson Capital Management LLC8,046$4.50M0.2%-18.3%0.001%
4/15/2025EdgeRock Capital LLC4,089$2.29M1.6%-4.4%0.000%
4/15/2025Foresight Capital Management Advisors Inc.21,157$11.84M7.3%+1.4%0.002%
4/15/2025Ellenbecker Investment Group11,727$6.56M1.2%-21.8%0.001%
4/15/2025Eagle Capital Management LLC38,411$21.49M9.5%-14.9%0.004%
4/15/2025Traction Financial Partners LLC21,530$12.04M9.4%+8.6%0.002%
4/15/2025Northeast Investment Management8,120$4.54M0.2%+14.2%0.001%
4/15/2025Leonard Rickey Investment Advisors P.L.L.C.2,220$1.20M0.3%-15.3%0.000%
4/15/2025USA Financial Formulas221,937$124.15M20.5%+60.8%0.021%
4/15/2025Curbstone Financial Management Corp3,893$2.18M0.5%+20.0%0.000%
4/15/2025Founders Capital Management LLC26,980$15.09M2.8%-2.4%0.003%
4/15/2025Rowlandmiller & PARTNERS.ADV977$547K0.1%+8.4%0.000%
4/15/2025Redhawk Wealth Advisors Inc.54,962$30.75M4.1%-0.2%0.005%
4/15/2025Strategic Equity Management52,608$29.43M12.4%+1.7%0.005%
4/15/2025CX Institutional32,387$18.12M0.7%-17.5%0.003%
4/15/2025Rockingstone Advisors LLC11,880$6.65M3.0%-0.3%0.001%
4/15/2025Latko Wealth Management Ltd.14,189$7.94M5.1%-2.2%0.001%
4/15/2025Kozak & Associates Inc.72,318$38.99M9.7%-0.1%0.007%
4/15/2025MV Capital Management Inc.4,596$2.57M0.3%-13.6%0.000%
4/15/2025Integrated Advisors Network LLC163,619$91.53M4.6%+4.6%0.015%
4/15/2025Integral Investment Advisors Inc.4,396$2.46M0.8%+7.2%0.000%
4/15/2025Ipsen Advisor Group LLC1,709$956K0.8%-1.4%0.000%
4/15/2025Orgel Wealth Management LLC6,597$3.69M0.1%+5.9%0.001%
4/15/2025Atwood & Palmer Inc.2,699$1.51M0.1%+20.2%0.000%
4/15/2025Moseley Investment Management Inc.1,210$677K0.3%+5.7%0.000%
4/15/2025Petredis Investment Advisors LLC874$489K0.1%-62.9%0.000%
4/15/2025Sanibel Captiva Trust Company Inc.24,740$13.84M0.4%-2.5%0.002%
4/15/2025Central Valley Advisors LLC9,743$5.45M2.1%-4.4%0.001%
4/15/2025Curated Wealth Partners LLC51,509$28.81M3.7%+0.5%0.005%
4/15/2025Walker Asset Management LLC1,066$596K0.4%+7.8%0.000%
4/15/2025Ibex Wealth Advisors8,805$4.93M0.7%-40.3%0.001%
4/15/2025First National Bank of Mount Dora Trust Investment Services23,436$13.11M3.2%-27.0%0.002%
4/15/2025SJS Investment Consulting Inc.1,809$1.01M0.2%+40.8%0.000%
4/15/2025Sonora Investment Management Group LLC6,984$3.91M0.3%+7.1%0.001%
4/15/2025Paragon Advisors LLC4,209$2.35M0.9%+1.0%0.000%
4/15/2025Ameliora Wealth Management Ltd.12,305$6.88M2.6%-16.3%0.001%
4/15/2025Crescent Sterling Ltd.580$324K0.3%+3.6%0.000%
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4/15/2025Accurate Wealth Management LLC33,390$17.83M3.3%+9.8%0.003%
4/15/2025Ayrshire Capital Management LLC2,723$1.52M0.7%-9.0%0.000%
4/15/2025Attessa Capital LLC62,801$35.13M23.0%+8.1%0.006%
4/15/2025Fiduciary Financial Group LLC4,776$2.51M0.5%+35.1%0.000%
4/15/2025Simplicity Wealth LLC9,304$5.20M0.4%-39.4%0.001%
4/15/2025West Paces Advisors Inc.22,973$12.85M2.9%+3.7%0.002%
4/15/2025 GAMMA Investing LLC8,107$4.54M0.3%+99.2%0.001%
4/15/2025Wealthcare Capital Management LLC1,175$657K0.1%+196.0%0.000%
4/15/2025Wealthcare Advisory Partners LLC172,568$96.53M2.6%-0.5%0.016%
4/15/2025Trust Co. of Oklahoma36,656$20.51M7.1%-2.5%0.003%
(Data available from 1/1/2016 forward)

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SPY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPY shares?

During the previous two years, 4,264 institutional investors and hedge funds held shares of SPDR S&P 500 ETF Trust. The most heavily invested institutionals were Morgan Stanley ($10.34B), Northern Trust Corp ($7.90B), Bridgewater Associates LP ($4.82B), D. E. Shaw & Co. Inc. ($3.97B), TD Asset Management Inc. ($3.83B), TD Asset Management Inc ($3.82B), and Mizuho Securities USA LLC ($3.19B).Learn more on SPY's institutional investors.

What percentage of SPDR S&P 500 ETF Trust stock is owned by institutional investors?

63.54% of SPDR S&P 500 ETF Trust stock is owned by institutional investors. Learn more on SPY's institutional investor holdings.

Which institutional investors have been buying SPDR S&P 500 ETF Trust stock?

Of the 3,691 institutional investors that purchased SPDR S&P 500 ETF Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($1.66B), Proficio Capital Partners LLC ($32.69M), Envestnet Asset Management Inc. ($27.30M), International Assets Investment Management LLC ($25.62M), Cerity Partners LLC ($8.80M), Bridgewater Associates LP ($7.52M), and D. E. Shaw & Co. Inc. ($6.28M).

How much institutional buying is happening at SPDR S&P 500 ETF Trust?

Institutional investors have bought a total of 1,878,939,915 shares in the last 24 months. This purchase volume represents approximately $848.16B in transactions.

Which SPDR S&P 500 ETF Trust major shareholders have been selling company stock?

Of the 2,924 institutional investors that sold SPDR S&P 500 ETF Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($28.06M), International Assets Investment Management LLC ($14.24M), Cibc World Markets Corp ($6.46M), Morgan Stanley ($6.07M), TD Asset Management Inc ($4.45M), Toronto Dominion Bank ($3.15M), and Wellington Management Group LLP ($3.04M).

How much institutional selling is happening at SPDR S&P 500 ETF Trust?

Institutional investors have sold a total of 141,645,101 shares in the last 24 months. This volume of shares sold represents approximately $69.27B in transactions.



This page (NYSEARCA:SPY) was last updated on 4/16/2025 by MarketBeat.com Staff
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