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

SPDR S&P 500 ETF Trust logo
$603.05 +5.47 (+0.92%)
As of 01/21/2025 04:10 PM Eastern
Compare

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)
2373
Total
Institutional Inflows
(last 12 months)
$42.28B
Number of
Institutional Sellers
(last 12 months)
1922
Total
Institutional Outflows
(last 12 months)
$29.33B
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SPY Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025High Net Worth Advisory Group LLC10,806$6.33M1.8%-10,391.4%0.001%
1/21/2025Summit Investment Advisory Services LLC2,873$1.68M0.9%+1.8%0.000%
1/21/2025Regatta Capital Group LLC1,784$1.05M0.2%-4.7%0.000%
1/21/2025Novare Capital Management LLC117,319$68.76M5.8%+2.5%0.011%
1/21/2025Navis Wealth Advisors LLC20,436$11.98M13.1%-0.2%0.002%
1/21/2025MKT Advisors LLC54,541$32.59M14.2%-5.9%0.005%
1/21/2025M3 Advisory Group LLC5,954$3.49M2.5%+0.7%0.001%
1/21/2025Clarendon Private LLC6,943$4.07M4.3%N/A0.001%
1/21/2025Embree Financial Group97,505$57.15M9.8%+3.9%0.009%
1/21/2025Baron Financial Group LLC32,457$19.02M11.8%-1.8%0.003%
1/21/2025Flagship Private Wealth LLC26,514$15.54M7.5%-2.1%0.003%
1/21/2025Consolidated Investment Group LLC120,570$70.66M9.9%+4.8%0.011%
1/21/2025Vista Investment Partners LLC18,262$10.70M3.3%+5.3%0.002%
1/21/2025Rockwood Wealth Management LLC1,483$872K0.1%-22.6%0.000%
1/21/2025Crescent Grove Advisors LLC56,255$33.08M3.3%+0.3%0.005%
1/21/2025Marshall Financial Group LLC4,135$2.42M0.6%+15.5%0.000%
1/21/2025RTD Financial Advisors Inc.3,357$1.97M0.3%-0.9%0.000%
1/21/2025Park Edge Advisors LLC2,070$1.21M0.4%-2.8%0.000%
1/21/2025KFG Wealth Management LLC15,788$9.25M1.7%-7.0%0.001%
1/21/2025Team Hewins LLC3,931$2.30M1.0%-97.8%0.000%
1/21/2025Asio Capital LLC386$226K0.0%N/A0.000%
1/21/2025First Citizens Bank & Trust Co.17,535$10.28M0.2%-4.4%0.002%
1/21/2025Archford Capital Strategies LLC3,877$2.27M0.3%+1.7%0.000%
1/21/2025Duncan Williams Asset Management LLC4,356$2.55M1.0%+84.7%0.000%
1/21/2025Precedent Wealth Partners LLC1,957$1.15M0.4%+1.6%0.000%
1/21/2025Smith Chas P & Associates PA Cpas24,493$14.36M0.8%+0.2%0.002%
1/21/2025Affiance Financial LLC6,440$3.78M0.9%+0.5%0.001%
1/21/2025AlphaMark Advisors LLC15,793$9.26M4.0%-2.6%0.001%
1/21/2025Tran Capital Management L.P.1,972$1.16M0.1%+6.9%0.000%
1/21/2025Moody Lynn & Lieberson LLC21,195$12.42M0.8%-1.2%0.002%
1/21/2025Patton Albertson Miller Group LLC5,138$3.01M0.4%-1.3%0.000%
1/21/2025Jacksonville Wealth Management LLC21,425$12.56M11.7%N/A0.002%
1/21/2025Merkkuri Wealth Advisors LLC10,566$6.19M4.9%-2.6%0.001%
1/21/2025Flagship Harbor Advisors LLC109,895$64.41M3.4%+525.3%0.010%
1/21/2025Juncture Wealth Strategies LLC7,479$4.38M1.6%+4.0%0.001%
1/21/2025First Bancorp Inc ME 1,244$729K0.5%-4.2%0.000%
1/21/2025Compass Wealth Management LLC5,245$3.07M0.7%+2.2%0.000%
1/21/2025Nikulski Financial Inc.6,978$4.09M1.2%-13.7%0.001%
1/21/2025Grange Capital LLC5,125$3.00M3.1%N/A0.000%
1/21/2025Toth Financial Advisory Corp2,204$1.29M0.2%-1.8%0.000%
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1/21/2025GSB Wealth Management LLC11,750$6.89M1.8%-2.0%0.001%
1/21/2025Grimes & Company Inc.22,227$13.03M0.4%+0.2%0.002%
1/21/2025Cyndeo Wealth Partners LLC12,833$7.52M0.5%-3.4%0.001%
1/21/2025Geneos Wealth Management Inc.159,157$93.28M3.3%-0.8%0.015%
1/21/2025Fifth Third Bancorp520,523$305.07M1.1%-6.0%0.049%
1/21/2025DGS Capital Management LLC3,582$2.10M0.5%+36.4%0.000%
1/21/2025PCG Wealth Advisors LLC25,526$14.96M5.5%-1.7%0.002%
1/21/2025Carr Financial Group Corp1,407$825K0.3%+36.7%0.000%
1/21/2025Petredis Investment Advisors LLC2,353$1.38M0.1%+129.8%0.000%
1/21/2025Atlas Private Wealth Advisors31,882$18.69M2.7%-0.9%0.003%
1/21/2025Eclectic Associates Inc. ADV1,052$616K0.2%-9.3%0.000%
1/21/2025Goelzer Investment Management Inc.15,114$8.86M0.5%-2.4%0.001%
1/21/2025Hillcrest Wealth Advisors NY LLC20,485$12.01M5.7%-0.7%0.002%
1/21/2025Gradient Investments LLC1,522$892K0.0%+51.4%0.000%
1/21/2025Benin Management CORP201,490$118.09M32.6%-0.3%0.019%
1/21/2025Sachetta LLC27,913$16.36M6.5%+4.6%0.003%
1/21/2025Harel Insurance Investments & Financial Services Ltd.68,859$40.44M0.7%+0.8%0.006%
1/21/2025Midwest Financial Group LLC2,540$1.49M0.9%+9.4%0.000%
1/21/2025CX Institutional39,263$23.01M0.9%+101.2%0.004%
1/21/2025Impact Partnership Wealth LLC9,764$5.72M1.2%+12.3%0.001%
1/21/2025Southland Equity Partners LLC639$375K0.1%+5.3%0.000%
1/21/2025St. Johns Investment Management Company LLC18,845$11.05M5.1%+8.2%0.002%
1/21/2025Sound Income Strategies LLC2,103$1.23M0.1%-53.2%0.000%
1/21/2025LexAurum Advisors LLC2,750$1.61M0.3%+11.8%0.000%
1/21/2025Rappaport Reiches Capital Management LLC15,448$9.05M2.3%+1.5%0.001%
1/21/2025RFG Advisory LLC18,133$10.63M0.3%+53.5%0.002%
1/21/2025Silver Lake Advisory LLC1,281$751K0.3%+6.0%0.000%
1/21/2025Shilanski & Associates Inc.61,857$36.25M11.7%+6.5%0.006%
1/21/2025Matthew Goff Investment Advisor LLC2,459$1.44M0.3%-1.4%0.000%
1/21/2025Neumann Capital Management LLC27,534$16.14M5.4%-0.6%0.003%
1/21/2025One Wealth Management Investment & Advisory Services LLC2,452$1.44M2.3%+27.2%0.000%
1/21/2025Wells Trecaso Financial Group LLC1,297$760K0.2%-1.9%0.000%
1/21/2025Cornerstone Wealth Management LLC30,260$17.74M1.2%+2.3%0.003%
1/21/2025Brighton Jones LLC58,481$34.28M1.0%+4.8%0.006%
1/21/2025Hengehold Capital Management LLC57,946$33.96M3.2%+5.4%0.005%
1/21/2025Montecito Bank & Trust20,278$11.89M2.1%-8.7%0.002%
1/21/2025Mivtachim The Workers Social Insurance Fund Ltd. Under Special Management 134,657$78.92M13.0%-0.6%0.013%
1/17/2025 Cerro Pacific Wealth Advisors LLC7,186$4.12M1.4%+26.4%0.001%
1/17/2025 New Century Financial Group LLC5,215$3.09M1.3%-65.7%0.000%
1/17/2025 FCG Investment Co18,455$10.82M6.6%+2,139.7%0.002%
1/17/2025 High Probability Advisors LLC2,826$1.66M0.3%-0.9%0.000%
1/17/2025 Lifestyle Asset Management Inc.53,853$31.56M17.2%+5.7%0.005%
1/17/2025 Yeomans Consulting Group Inc.2,529$1.48M0.6%+3.9%0.000%
1/17/2025 Spinnaker Investment Group LLC2,513$1.47M0.4%-3.9%0.000%
1/17/2025 Key Client Fiduciary Advisors LLC10,761$6.31M2.8%+3.9%0.001%
1/17/2025 Apeiron RIA LLC1,232$722K0.2%+3.2%0.000%
1/17/2025 Verde Capital Management563$330K0.1%N/A0.000%
1/17/2025 Seros Financial LLC3,457$1.88M1.7%N/A0.000%
1/17/2025 Red Door Wealth Management LLC5,952$3.49M0.5%+42.5%0.001%
1/17/2025 Arkansas Financial Group Inc.9,574$5.61M0.9%-7.7%0.001%
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1/17/2025 Madrona Financial Services LLC4,552$2.67M0.7%-4.0%0.000%
1/17/2025 Capital Planning Advisors LLC2,227$1.31M0.2%-18.3%0.000%
1/17/2025 Edge Financial Advisors LLC19,466$11.41M10.2%-12.3%0.002%
1/17/2025 Goldstein Advisors LLC3,846$2.25M0.3%+449.4%0.000%
1/17/2025 Trust Co. of Oklahoma37,597$22.04M7.0%-1.3%0.004%
1/17/2025 Market Street Wealth Management Advisors LLC12,481$7.32M1.2%-2.6%0.001%
1/17/2025 Whalen Wealth Management Inc.1,659$973K0.7%+30.5%0.000%
1/17/2025 Avior Wealth Management LLC36,849$21.60M0.8%+2.2%0.003%
1/17/2025 Endeavor Private Wealth Inc.301$177K0.2%N/A0.000%
1/17/2025 MinichMacGregor Wealth Management LLC23,402$13.72M2.8%+21.8%0.002%
(Data available from 1/1/2016 forward)

SPY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPY shares?

During the previous two years, 3,833 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 ($6.46B), TD Asset Management Inc ($3.82B), Mizuho Securities USA LLC ($3.19B), Northwestern Mutual Wealth Management Co. ($2.84B), PNC Financial Services Group Inc. ($2.42B), and US Bancorp DE ($2.13B).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 3,314 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), Envestnet Asset Management Inc. ($27.30M), International Assets Investment Management LLC ($25.62M), Cerity Partners LLC ($8.80M), Bank of Nova Scotia ($7.10M), Cibc World Markets Corp ($6.54M), and Toronto Dominion Bank ($3.20M).

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

Institutional investors have bought a total of 1,832,200,888 shares in the last 24 months. This purchase volume represents approximately $815.00B in transactions.

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

Of the 2,759 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. ($28.05M), International Assets Investment Management LLC ($14.24M), Cibc World Markets Corp ($6.46M), Morgan Stanley ($6.07M), TD Asset Management Inc ($4.66M), Toronto Dominion Bank ($3.15M), and Wellington Management Group LLP ($2.93M).

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

Institutional investors have sold a total of 136,279,759 shares in the last 24 months. This volume of shares sold represents approximately $64.54B in transactions.


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This page (NYSEARCA:SPY) was last updated on 1/22/2025 by MarketBeat.com Staff
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