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

SPDR S&P 500 ETF Trust logo
$567.08 -1.51 (-0.27%)
Closing price 03/27/2025 04:10 PM Eastern
Extended Trading
$566.52 -0.56 (-0.10%)
As of 03/27/2025 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.
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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)
2768
Total
Institutional Inflows
(last 12 months)
$65.08B
Number of
Institutional Sellers
(last 12 months)
2089
Total
Institutional Outflows
(last 12 months)
$32.94B
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/27/2025Milestone Asset Management Group LLC1,340$785K0.7%N/A0.000%
3/24/2025Avant Financial Advisors LLC1,118$655K0.6%N/A0.000%
3/24/2025Fire Capital Management LLC9,600$5.63M4.2%N/A0.001%
3/24/2025Fulcrum Equity Management2,478$1.45M1.4%-64.6%0.000%
3/24/2025Mascagni Wealth Management Inc.1,597$936K0.8%N/A0.000%
3/21/2025Prostatis Group LLC27,689$16.23M4.7%+1,054.2%0.003%
3/21/2025Nestegg Advisors Inc.974$584K0.6%N/A0.000%
3/19/2025M1 Capital Management LLC8,023$4.70M2.5%N/A0.001%
3/19/2025Northeast Planning Associates INC. NH1,516$888K0.9%N/A0.000%
3/19/2025DSG Capital Advisors LLC2,933$1.72M0.3%N/A0.000%
3/18/2025Objective Capital Management LLC13,299$7.79M5.2%-10.4%0.001%
3/18/2025Thoma Capital Management LLC47,010$27.55M18.9%N/A0.004%
3/17/2025Members Wealth LLC3,837$2.32M1.7%N/A0.000%
3/14/2025Tableaux LLC3,500$2.05M1.7%N/A0.000%
3/14/2025Keystone Financial Services LLC455$267K0.2%N/A0.000%
3/13/2025Silver Oak Wealth Advisors Services LLC381$223K0.2%N/A0.000%
3/12/2025 Northstar Financial Companies Inc.1,261$739K0.7%N/A0.000%
3/12/2025 Centaurus Financial Inc.63,236$37.06M2.3%-1.4%0.006%
3/12/2025 Wealthedge Investment Advisors LLC26,470$15.51M7.0%N/A0.003%
3/11/2025 Campbell Deegan Wealth Management LLC3,315$1.94M2.3%N/A0.000%
3/11/2025 Lighthouse Financial LLC392$230K0.2%N/A0.000%
3/10/2025 SpringVest Wealth Management LLC17,582$10.34M8.9%N/A0.002%
3/10/2025 Old North State Trust LLC16,261$9.53M6.1%+36.2%0.002%
3/7/2025 Aegis Wealth Management LLC7,470$4.38M3.0%N/A0.001%
3/6/2025 Copia Wealth Management85$50K0.0%N/A0.000%
3/6/2025 Elite Financial Inc.832$487K0.3%N/A0.000%
3/6/2025 Arcadia Wealth Management Inc.1,622$951K0.8%N/A0.000%
3/6/2025 Wood Tarver Financial Group LLC5,159$3.02M1.0%N/A0.000%
3/6/2025 TFR Capital LLC.3,374$1.98M1.0%N/A0.000%
3/6/2025 AG Asset Advisory LLC1,127$661K0.7%N/A0.000%
3/6/2025 Plotkin Financial Advisors LLC8,193$4.80M2.9%+7.8%0.001%
3/5/2025 Castle Rock Wealth Management LLC9,816$5.99M1.5%-32.6%0.001%
3/5/2025 Phocas Financial Corp.345$202K0.0%N/A0.000%
3/5/2025 Probity Advisors Inc.944$553K0.1%-13.0%0.000%
3/4/2025 Dogwood Wealth Management LLC148$87K0.0%+270.0%0.000%
3/4/2025 Audent Global Asset Management LLC15,552$9.14M5.9%+48.8%0.001%
3/3/2025 Fluent Financial LLC45,402$26.61M11.8%-6.0%0.004%
3/3/2025 American Investment Services Inc.28,231$16.55M2.9%+0.1%0.003%
2/28/2025 BridgePort Financial Solutions LLC5,841$3.42M1.6%N/A0.001%
2/28/2025 Park Square Financial Group LLC8,570$5.02M3.5%N/A0.001%
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2/28/2025 Total Wealth Planning & Management Inc.12,171$7.13M6.5%N/A0.001%
2/28/2025 Menard Financial Group LLC617$362K0.2%N/A0.000%
2/28/2025 Brooklyn FI LLC2,489$1.46M0.2%+262.3%0.000%
2/27/2025 Skyline Advisors Inc.519$304K0.1%+23.3%0.000%
2/27/2025 Omnia Family Wealth LLC9,856$5.80M2.3%+2.2%0.001%
2/27/2025 REAP Financial Group LLC55$32K0.0%-39.6%0.000%
2/27/2025 Landaas & Co. WI ADV1,930$1.13M0.3%+85.9%0.000%
2/27/2025 ABLE Financial Group LLC8,105$4.75M1.4%-0.5%0.001%
2/27/2025 KMT Wealth Management LLC369$216K0.2%N/A0.000%
2/27/2025 Bernard Wealth Management Corp.2,447$1.43M0.7%N/A0.000%
2/27/2025 XY Planning Network Inc.631$370K0.3%N/A0.000%
2/27/2025 HWG Holdings LP1,401$821K0.3%-14.1%0.000%
2/27/2025 Pinnacle Wealth Planning Services Inc.9,785$5.74M0.9%+29.9%0.001%
2/27/2025 Carolinas Wealth Consulting LLC24,088$14.17M2.5%-4.5%0.002%
2/26/2025 Capital A Wealth Management LLC190$111K0.2%N/A0.000%
2/26/2025 Financial Advisory Corp1,910$1.12M0.2%N/A0.000%
2/26/2025 Virtue Capital Management LLC34,085$19.98M4.0%+5.6%0.003%
2/26/2025 Advisor Resource Council81,278$47.64M34.2%-189.9%0.008%
2/25/2025 Heck Capital Advisors LLC10,060$5.90M0.4%N/A0.001%
2/25/2025 Leigh Baldwin & CO. LLC2,866$1.68M0.9%N/A0.000%
2/25/2025 B. Riley Wealth Advisors Inc.62,893$36.98M1.2%-26.8%0.006%
2/25/2025 Brick & Kyle Associates653$383K0.2%N/A0.000%
2/25/2025 Armis Advisers LLC13,421$7.87M1.0%N/A0.001%
2/25/2025 Shufro Rose & Co. LLC1,216$713K0.1%-2,000.0%0.000%
2/25/2025 Integrated Advisors Network LLC156,474$91.71M4.4%+22.1%0.015%
2/25/2025 Chokshi & Queen Wealth Advisors Inc1,820$1.07M0.7%N/A0.000%
2/24/2025 Pullen Investment Management LLC6,198$3.63M2.4%+4.8%0.001%
2/24/2025 Hall Capital Management Co. Inc.1,248$731K0.3%N/A0.000%
2/24/2025 Liberty Square Wealth Partners LLC7,473$4.56M1.7%N/A0.001%
2/24/2025 Great Valley Advisor Group Inc.49,041$28.74M0.6%+27.2%0.005%
2/24/2025 Cypress Asset Management Inc. TX1,960$1.15M0.3%N/A0.000%
2/24/2025 Ameriflex Group Inc.3,659$2.20M1.0%N/A0.000%
2/24/2025 United Advisor Group LLC3,660$2.15M0.4%-1.2%0.000%
2/24/2025 Sunbeam Capital Management LLC1,017$598K0.6%N/A0.000%
2/22/2025 American Trust12,256$7.18M0.5%+202.3%0.001%
2/21/2025 Ascent Group LLC3,296$1.93M0.1%-4.4%0.000%
2/21/2025 Aberdeen Wealth Management LLC1,280$750K0.5%-4.7%0.000%
2/21/2025 WNY Asset Management LLC4,135$2.42M0.3%+1.6%0.000%
2/21/2025 Putney 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%
2/21/2025 Perennial Advisors LLC10,179$5.97M1.3%N/A0.001%
2/21/2025 Vermillion 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%
2/20/2025 Griffith & Werner Inc.3,806$2.23M1.5%N/A0.000%
2/20/2025 Wealth Management Strategies Inc.559$328K0.3%N/A0.000%
2/20/2025 Sunbeam Capital Management LLC810$475K1.0%N/A0.000%
2/20/2025 Michels Family Financial LLC10,707$6.28M5.7%N/A0.001%
2/20/2025 Castlekeep Investment Advisors LLC478$280K0.0%N/A0.000%
2/20/2025 Kingstone Capital Partners Texas LLC2,016$1.18M1.0%N/A0.000%
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2/20/2025 Revisor Wealth Management LLC502$294K0.3%-32.1%0.000%
2/20/2025 Jupiter 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%
(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, 4,251 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 3,681 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 1,874,716,806 shares in the last 24 months. This purchase volume represents approximately $845.65B in transactions.

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

Of the 2,895 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 141,834,153 shares in the last 24 months. This volume of shares sold represents approximately $69.22B in transactions.


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This page (NYSEARCA:SPY) was last updated on 3/28/2025 by MarketBeat.com Staff
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