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

SPDR S&P 500 ETF Trust logo
$591.15 +5.05 (+0.86%)
(As of 12/20/2024 05:45 PM ET)

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)
2407
Total
Institutional Inflows
(last 12 months)
$41.96B
Number of
Institutional Sellers
(last 12 months)
1918
Total
Institutional Outflows
(last 12 months)
$20.77B
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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
12/19/2024 Principal Financial Group Inc.70,635$40.53M0.0%+1.9%0.007%
12/18/2024 Syntax Research Inc.9,468$5.43M3.7%-4.7%0.001%
12/17/2024 Hiley Hunt Wealth Management2,170$1.25M0.7%-2.1%0.000%
12/16/2024 SMART Wealth LLC1,008$578K0.2%+69.4%0.000%
12/13/2024 B. Riley Wealth Advisors Inc.85,936$49.20M1.4%+2.5%0.008%
12/12/2024 Legacy Wealth Management LLC MS102,343$58.72M21.6%-0.1%0.010%
12/12/2024 SPX Gestao de Recursos Ltda28,717$16.48M2.2%+11.0%0.003%
12/11/2024 Alternative Investment Advisors LLC.1,853$1.06M0.6%+18.0%0.000%
12/10/2024 DGS Capital Management LLC2,626$1.51M0.4%-5.7%0.000%
12/9/2024 Copley Financial Group Inc.145$83K0.1%N/A0.000%
12/9/2024 Forthright Family Wealth Advisory LLC4,104$2.49M1.5%+12.3%0.000%
12/6/2024 Logan Capital Management Inc.3,693$2.12M0.1%+1.3%0.000%
12/6/2024 Retirement Systems of Alabama303,489$174.13M0.7%-6.2%0.029%
12/3/2024 Garde Capital Inc.9,900$5.68M0.4%-2.7%0.001%
12/3/2024 Little Harbor Advisors LLC205,493$117.90M73.3%-0.6%0.020%
12/3/2024 Boulder Wealth Advisors LLC787$451K0.2%N/A0.000%
12/2/2024 Capasso Planning Partners LLC154,071$88.40M26.1%+26.0%0.015%
12/2/2024 Inspire Trust Co. N.A.26,121$14.99M4.1%+9.1%0.002%
12/2/2024 Beaird Harris Wealth Management LLC4,718$2.71M0.2%-10.7%0.000%
11/29/2024 American Trust4,054$2.33M0.2%-8.1%0.000%
11/26/2024 Asset Advisors Investment Management LLC3,758$2.16M0.2%-33.6%0.000%
11/26/2024 Peapack Gladstone Financial Corp208,431$119.59M1.7%-0.3%0.020%
11/25/2024 Synovus Financial Corp376,240$215.88M2.5%+25.2%0.036%
11/25/2024 Optimist Retirement Group LLC3,304$1.90M0.9%+0.6%0.000%
11/25/2024 Arvest Bank Trust Division95,060$54.54M3.1%N/A0.009%
11/25/2024 Broadview Financial Management LLC352$202K0.1%-5.1%0.000%
11/25/2024 Sfmg LLC22,485$12.90M1.0%-0.3%0.002%
11/25/2024 Sanctuary Advisors LLC353,784$210.68M1.3%+11.2%0.034%
11/22/2024 Stock Yards Bank & Trust Co.194,375$111.53M3.6%-1.0%0.018%
11/22/2024 Eaton Financial Holdings Company LLC942$541K0.2%N/A0.000%
11/22/2024 Fulcrum Equity Management7,008$4.02M3.4%+13.5%0.001%
11/21/2024 Anchor Investment Management LLC8,000$4.59M0.4%+51.5%0.001%
11/21/2024 Tudor Financial Inc.4,824$2.77M1.7%N/A0.000%
11/21/2024 Wealthquest Corp5,081$2.89M0.3%+1.0%0.000%
11/21/2024 Aldebaran Financial Inc.8,406$4.82M6.0%+4.9%0.001%
11/20/2024 SOA Wealth Advisors LLC.5,101$2.93M0.6%-0.8%0.000%
11/20/2024 Westside Investment Management Inc.5,672$3.23M0.7%-1.7%0.001%
11/20/2024 Advisory Resource Group367$211K0.0%-18.3%0.000%
11/19/2024 McIlrath & Eck LLC5,738$3.29M0.4%+0.6%0.001%
11/19/2024 Citizens Business Bank16,750$9.61M2.0%-4.9%0.002%
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11/19/2024 Second Line Capital LLC32,035$18.44M5.0%+2.9%0.003%
11/19/2024 TCW Group Inc.132,747$76.17M0.7%+0.6%0.013%
11/19/2024 Hohimer Wealth Management LLC9,830$5.64M1.2%+1.4%0.001%
11/18/2024 Soltis Investment Advisors LLC30,309$17.39M1.7%-12.9%0.003%
11/18/2024 Rehmann Capital Advisory Group10,290$5.90M0.4%+0.5%0.001%
11/18/2024 TD Private Client Wealth LLC348,520$199.97M5.8%-3.3%0.033%
11/18/2024 Virtue Capital Management LLC32,283$18.52M3.7%+31.8%0.003%
11/18/2024 Fortem Financial Group LLC2,740$1.57M0.6%+2.0%0.000%
11/18/2024 Arete Wealth Advisors LLC22,866$13.12M1.1%-23.0%0.002%
11/18/2024 Asset Allocation Strategies LLC4,764$2.73M0.8%-34.5%0.000%
11/18/2024 Sunbelt Securities Inc.14,262$8.18M0.8%+17.3%0.001%
11/18/2024 Toronto Dominion Bank1,546,760$835.65M1.5%-42.3%0.146%
11/18/2024 Cresta Advisors Ltd.40,740$23.38M12.2%+8.5%0.004%
11/18/2024Nepc LLC35,872$20.58M0.6%+6.9%0.003%
11/18/2024 Coldstream Capital Management Inc.27,183$15.66M0.3%+7.6%0.003%
11/18/2024 Twin Lakes Capital Management LLC7,467$4.28M2.3%+0.2%0.001%
11/18/2024 Strait & Sound Wealth Management LLC5,245$3.01M1.5%-9.0%0.000%
11/18/2024 Synergy Financial Group LTD406$233K0.2%N/A0.000%
11/18/2024 Mittelman Wealth Management921$528K0.3%+16.0%0.000%
11/18/2024 RB Capital Management LLC15,188$8.71M2.0%+2.0%0.001%
11/18/2024 JDM Financial Group LLC9,831$5.64M3.1%-13.3%0.001%
11/18/2024 Ashford Capital Management Inc.12,463$7.15M0.9%+5.1%0.001%
11/15/2024 Goodman Advisory Group LLC233$134K0.0%+11.0%0.000%
11/15/2024 Greenwood Gearhart Inc.635$364K0.0%-25.1%0.000%
11/15/2024 Valued Retirements Inc.349$200K0.3%N/A0.000%
11/15/2024 Frisch Financial Group Inc.2,878$1.66M0.5%-29.9%0.000%
11/15/2024 Brophy Wealth Management LLC1,761$1.01M0.4%N/A0.000%
11/15/2024 High Falls Advisors Inc6,026$3.46M0.8%-1.3%0.001%
11/15/2024 M&T Bank Corp553,799$317.75M1.0%-6.1%0.052%
11/15/2024 Executive Wealth Management LLC5,292$3.04M0.2%-1.5%0.001%
11/15/2024 Raelipskie Partnership38,872$22.30M10.9%-0.1%0.004%
11/15/2024 Continuum Advisory LLC6,958$4.13M0.5%+14.7%0.001%
11/15/2024 O Brien Greene & Co. Inc626$359K0.1%+19.2%0.000%
11/15/2024 LRI Investments LLC10,203$6.05M0.5%+9.2%0.001%
11/15/2024 Peloton Wealth Strategists765$439K0.2%+2.5%0.000%
11/15/2024 Geller Advisors LLC267,408$153.90M10.6%-1.7%0.025%
11/15/2024 Drucker Wealth 3.0 LLC6,333$3.63M0.9%+16.5%0.001%
11/15/2024 SGL Investment Advisors Inc.3,708$2.20M1.1%N/A0.000%
11/15/2024 Meritage Group LP9,322$5.35M0.1%-71.5%0.001%
11/15/2024 EWA LLC1,248$740K0.3%+4.5%0.000%
11/15/2024 Cape Cod Five Cents Savings Bank6,278$3.42M0.3%-0.6%0.001%
11/15/2024 Roffman Miller Associates Inc. PA6,455$3.70M0.2%+57.7%0.001%
11/15/2024 Raab & Moskowitz Asset Management LLC5,794$3.32M0.8%+2.8%0.001%
11/15/2024 MML Investors Services LLC614,793$352.74M1.3%+5.3%0.058%
11/15/2024 First National Bank of Omaha13,367$7.67M0.5%-2.5%0.001%
11/15/2024 Laraway Financial Advisors Inc7,825$4.49M3.6%-2.3%0.001%
11/15/2024 Pacific Center for Financial Services23,702$13.60M3.6%+2.5%0.002%
11/15/2024 Urban Financial Advisory Corp141,573$81.23M44.8%-0.2%0.013%
11/15/2024 Headinvest LLC3,468$1.99M0.4%-4.9%0.000%
11/15/2024 Northeast Financial Consultants Inc171,606$98.46M4.3%-0.1%0.016%
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11/15/2024 Main Management Fund Advisors LLC538,600$309.03M53.0%+8.6%0.051%
11/15/2024 Kensington Investment Counsel LLC703$404K0.2%+2.9%0.000%
11/15/2024 Orion Portfolio Solutions LLC128,368$73.65M1.6%+6.1%0.012%
11/15/2024 World Investment Advisors LLC36,053$22.24M0.1%-7.9%0.003%
11/15/2024 XTX Topco Ltd967$555K0.0%N/A0.000%
11/15/2024 Zacks Investment Management55,390$31.78M0.3%-6.9%0.005%
11/15/2024 Goldstream Capital Management Ltd850$490K0.2%-100.4%0.000%
11/15/2024 Glen Eagle Advisors LLC50,548$29.00M4.9%+0.1%0.005%
11/15/2024 iA Global Asset Management Inc.65,599$37.64M0.7%+4.8%0.006%
11/15/2024 EP Wealth Advisors LLC421,082$241.60M2.1%+10.8%0.040%
(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, 3,802 institutional investors and hedge funds held shares of SPDR S&P 500 ETF Trust. The most heavily invested institutionals were Morgan Stanley ($10.34B), International Assets Investment Management LLC ($8.18B), Northern Trust Corp ($6.46B), TD Asset Management Inc ($3.82B), Mizuho Securities USA LLC ($3.19B), Northwestern Mutual Wealth Management Co. ($2.84B), and PNC Financial Services Group Inc. ($2.42B).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 3,303 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 1,832,174,575 shares in the last 24 months. This purchase volume represents approximately $814.68B in transactions.

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

Of the 2,733 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), Cibc World Markets Corp ($6.46M), Morgan Stanley ($6.07M), TD Asset Management Inc ($4.66M), Toronto Dominion Bank ($3.15M), Wellington Management Group LLP ($2.93M), and First Republic Investment Management Inc. ($2.63M).

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

Institutional investors have sold a total of 121,231,526 shares in the last 24 months. This volume of shares sold represents approximately $55.63B in transactions.



This page (NYSEARCA:SPY) was last updated on 12/21/2024 by MarketBeat.com Staff
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