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

SPDR S&P 500 ETF Trust logo
$599.94 -10.44 (-1.71%)
Closing price 02/21/2025 04:10 PM Eastern
Extended Trading
$600.28 +0.33 (+0.06%)
As of 02/21/2025 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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)
2741
Total
Institutional Inflows
(last 12 months)
$65.00B
Number of
Institutional Sellers
(last 12 months)
2088
Total
Institutional Outflows
(last 12 months)
$32.94B
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SPY Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/21/2025WNY Asset Management LLC4,135$2.42M0.3%+1.6%0.000%
2/21/2025Putney Financial Group LLC158$93K0.1%N/A0.000%
2/21/2025 Prescott Group Capital Management L.L.C.11,303$6.62M0.9%N/A0.001%
2/21/2025Perennial Advisors LLC10,179$5.97M1.3%N/A0.001%
2/21/2025Vermillion Wealth Management Inc.1,825$1.07M0.5%N/A0.000%
2/20/2025 Mackenzie Financial Corp3,403,740$2.00B2.6%+9.7%0.328%
2/20/2025 Forum Financial Management LP16,244$9.52M0.2%+3.7%0.002%
2/20/2025Griffith & Werner Inc.3,806$2.23M1.5%N/A0.000%
2/20/2025Wealth Management Strategies Inc.559$328K0.3%N/A0.000%
2/20/2025Sunbeam Capital Management LLC810$475K1.0%N/A0.000%
2/20/2025Michels Family Financial LLC10,707$6.28M5.7%N/A0.001%
2/20/2025 Castlekeep Investment Advisors LLC478$280K0.0%N/A0.000%
2/20/2025Kingstone Capital Partners Texas LLC2,016$1.18M1.0%N/A0.000%
2/20/2025Revisor Wealth Management LLC502$294K0.3%-32.1%0.000%
2/20/2025Jupiter Wealth Management LLC15,109$8.86M4.4%+19.7%0.001%
2/19/2025 Orin Green Financial LLC8,666$5.08M2.2%-0.6%0.001%
2/19/2025 Thor Trading Advisors LLC15,969$9.36M8.5%N/A0.002%
2/19/2025 Formidable Asset Management LLC2,454$1.32M0.2%-27.4%0.000%
2/19/2025 Richmond Investment Services LLC6,680$3.92M2.2%N/A0.001%
2/19/2025 North Star Asset Management Inc.5,860$3.43M0.2%+1.9%0.001%
2/19/2025 Twin Lakes Capital Management LLC7,404$4.34M2.3%-0.8%0.001%
2/19/2025 CTC Alternative Strategies Ltd.7,152$4.19M5.0%N/A0.001%
2/19/2025 Pinney & Scofield Inc.117$69K0.1%N/A0.000%
2/19/2025 University of Texas Texas AM Investment Management Co.171$100K0.0%N/A0.000%
2/19/2025 Parr Mcknight Wealth Management Group LLC1,986$1.16M0.2%N/A0.000%
2/19/2025 WCG Wealth Advisors LLC24,724$14.49M1.0%-8.0%0.002%
2/18/2025 Pacific Point Advisors LLC353$212K0.1%N/A0.000%
2/18/2025 Wick Capital Partners LLC10,277$6.02M1.8%-14.8%0.001%
2/18/2025 Western Wealth Management LLC7,454$4.37M1.3%-85.3%0.001%
2/18/2025 Hudson Value Partners LLC2,667$1.56M0.6%+1.4%0.000%
2/18/2025 Strait & Sound Wealth Management LLC5,188$3.04M1.4%-1.1%0.000%
2/18/2025 Investment Management Corp VA ADV56$33K0.0%N/A0.000%
2/18/2025 Helium Advisors LLC627$368K0.3%N/A0.000%
2/18/2025 BIP Alliance LLC2,334$1.37M0.6%N/A0.000%
2/18/2025 Breakthru Advisory Services LLC14,292$8.38M7.6%N/A0.001%
2/18/2025 Mittelman Wealth Management823$482K0.4%-10.6%0.000%
2/18/2025 Sunbelt Securities Inc.13,874$8.16M0.7%-2.7%0.001%
2/18/2025 GTS Securities LLC580,566$340.10M16.6%-75.6%0.056%
2/18/2025 Alpine Global Management LLC4,031$2.36M0.5%+97.2%0.000%
2/18/2025 Fourth Dimension Wealth LLC263$154K0.1%N/A0.000%
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2/18/2025 Vise Technologies Inc.4,608$2.70M0.2%+171.5%0.000%
2/18/2025 Pettinga Financial Advisors LLC14,952$8.76M2.0%+11.6%0.001%
2/18/2025 Retirement Planning Group LLC10,922$6.40M0.3%-8.6%0.001%
2/18/2025 AAF Wealth Management LLC1,561$915K0.5%+44.1%0.000%
2/18/2025 Navalign LLC1,959$1.15M0.3%-5.7%0.000%
2/18/2025 Connecticut Wealth Management LLC38,129$22.35M1.1%-1.4%0.004%
2/18/2025 Headinvest LLC3,883$2.28M0.4%+12.0%0.000%
2/18/2025 Investmark Advisory Group LLC6,287$3.69M1.8%+0.3%0.001%
2/18/2025 City National Bank of Florida MSD1,577$924K0.8%N/A0.000%
2/18/2025 JT Stratford LLC2,611$1.53M0.3%+1.6%0.000%
2/18/2025 Cornerstone Advisory LLC5,506$3.36M0.4%-5.5%0.001%
2/18/2025 Pacific Center for Financial Services23,507$13.78M3.5%-0.8%0.002%
2/18/2025 Inspire Trust Co. N.A.25,394$14.88M3.8%-2.8%0.002%
2/18/2025 Nepc LLC35,789$20.98M0.6%-0.2%0.003%
2/18/2025 Legacy Financial Group Inc.1,623$951K0.3%-7.0%0.000%
2/18/2025 RB Capital Management LLC15,390$9.02M2.1%+1.3%0.001%
2/18/2025 Pinkerton Retirement Specialists LLC98,862$57.94M8.4%-5.4%0.009%
2/18/2025 Pinnacle Financial Group LLC IL16,307$9.56M3.7%-0.5%0.002%
2/18/2025 Poehling Capital Management INC.547$321K0.1%+22.4%0.000%
2/18/2025 Harmony Asset Management LLC5,152$3.02M1.2%-4.1%0.000%
2/18/2025 49 Wealth Management LLC1,522$892K0.1%-42.0%0.000%
2/18/2025 Orion Capital Management LLC58$34K0.0%N/A0.000%
2/18/2025 AlphaQ Advisors LLC4,553$2.67M7.3%-3.3%0.000%
2/18/2025 McIlrath & Eck LLC5,313$3.11M0.4%-7.4%0.001%
2/18/2025 Novak & Powell Financial Services Inc.9,842$5.77M3.4%-5.9%0.001%
2/18/2025 JDM Financial Group LLC9,896$5.80M3.0%+0.7%0.001%
2/18/2025 10Elms LLP4,379$2.57M2.7%N/A0.000%
2/18/2025 MidWestOne Financial Group Inc.7,820$4.58M0.6%+3.4%0.001%
2/18/2025 Focus Partners Advisor Solutions LLC12,476$7.31M0.1%-21.9%0.001%
2/18/2025 First Heartland Consultants Inc.52,941$31.03M3.0%+4.1%0.005%
2/18/2025 Kolinsky Wealth Management LLC11,071$6.49M4.0%+0.7%0.001%
2/18/2025 Continuum Advisory LLC6,775$3.97M0.5%-2.6%0.001%
2/18/2025 Silicon Valley Community Foundation3,135,088$1.84B93.6%-4.8%0.301%
2/18/2025 Ames National Corp878$515K0.3%N/A0.000%
2/18/2025 Royal Capital Wealth Management LLC31,338$18.37M12.9%+2.3%0.003%
2/18/2025 Glen Eagle Advisors LLC53,174$31.16M5.2%+5.2%0.005%
2/18/2025 White Knight Strategic Wealth Advisors LLC6,534$3.83M1.6%+126.9%0.001%
2/18/2025 Ashford Capital Management Inc.12,261$7.19M0.8%-1.6%0.001%
2/18/2025 Mpwm Advisory Solutions LLC53,423$31.31M22.9%N/A0.005%
2/18/2025 Talisman Wealth Advisors LLC429$251K0.3%-8.1%0.000%
2/18/2025 Principal Street Partners LLC46,250$27.11M5.3%-46.9%0.004%
2/18/2025 Lantern Wealth Advisors LLC70$41K0.0%-98.1%0.000%
2/18/2025 Delta Investment Management LLC7,654$4.49M0.9%-10.4%0.001%
2/17/2025 US Financial Advisors LLC19,627$11.50M3.5%-2.0%0.002%
2/17/2025 Urban Financial Advisory Corp143,141$83.89M46.1%+1.1%0.014%
2/17/2025 Vance Wealth LLC808$474K0.2%-52.3%0.000%
2/17/2025 Vista Investment Management1,794$1.05M0.4%-1.3%0.000%
2/17/2025 Wallace Capital Management Inc.2,938$1.72M0.2%+4.3%0.000%
2/17/2025 Waverly Advisors LLC124,949$73.23M1.1%+19.3%0.012%
2/17/2025 Weitzel Financial Services Inc.898$530K0.2%+84.8%0.000%
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2/17/2025 Whitford Management LLC203,316$119.16M31.9%-11.3%0.020%
2/17/2025 Williams Jones Wealth Management LLC.43,114$25.27M0.3%-31.2%0.004%
2/17/2025 Willis Johnson & Associates Inc.6,518$3.82M0.3%+15.9%0.001%
2/17/2025 Windsor Advisory Group LLC1,308$767K0.9%-9.2%0.000%
2/17/2025 Zurich Insurance Group Ltd FI21,239$12.52M0.1%-4.3%0.002%
2/17/2025 Vident Advisory LLC23,548$13.80M0.2%+31.1%0.002%
2/17/2025 Vienna Asset Management LLC12,319$7.22M4.9%+7.4%0.001%
2/17/2025 Spurstone Advisory Services LLC582$341K6.5%N/A0.000%
2/17/2025 Visionary Wealth Advisors5,000$2.93M0.2%-3.6%0.000%
2/17/2025 Vivaldi Capital Management LP15,477$9.28M1.4%+0.4%0.001%
(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, 4,212 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 3,646 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 1,876,868,064 shares in the last 24 months. This purchase volume represents approximately $846.36B in transactions.

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

Of the 2,893 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 141,942,297 shares in the last 24 months. This volume of shares sold represents approximately $69.26B in transactions.



This page (NYSEARCA:SPY) was last updated on 2/22/2025 by MarketBeat.com Staff
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