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

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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)
2375
Total
Institutional Inflows
(last 12 months)
$780.89B
Number of
Institutional Sellers
(last 12 months)
2064
Total
Institutional Outflows
(last 12 months)
$36.82B
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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
4/29/2024Bradley & Co. Private Wealth Management LLC2,416$1.26M1.0%+11,404.8%0.000%
4/29/2024HighMark Wealth Management LLC1,234$673K0.4%-1.8%0.000%
4/29/2024Guardian Wealth Advisors LLC40,720$21.30M13.8%-1.5%0.004%
4/29/2024Newman Dignan & Sheerar Inc.4,482$2.35M0.6%-5.9%0.000%
4/29/2024Baxter Bros Inc.788$412K0.1%N/A0.000%
4/27/2024 Dougherty Wealth Advisers LLC324$169K0.1%-7.4%0.000%
4/27/2024 Kellett Wealth Advisors LLC869$454K0.3%+10.8%0.000%
4/27/2024 Vigilare Wealth Management98$51K0.0%N/A0.000%
4/27/2024 Nadler Financial Group Inc.23,579$12.33M1.5%-0.4%0.002%
4/27/2024 NORTHSTAR ASSET MANAGEMENT Co LLC18,513$9.68M2.4%+2.2%0.002%
4/27/2024 Conning Inc.164,317$85.95M2.8%-0.6%0.016%
4/27/2024 Foster Victor Wealth Advisors LLC10,017$5.19M0.5%-13.5%0.001%
4/27/2024 Signature Wealth Management Partners LLC6,980$3.65M3.0%+1.5%0.001%
4/27/2024 Caas Capital Management LP152,172$79.60M5.8%+1,421.7%0.015%
4/27/2024 K.J. Harrison & Partners Inc22,496$11.77M1.8%+0.2%0.002%
4/27/2024 Capital Performance Advisors LLP1,310$685K0.3%-27.9%0.000%
4/26/2024 Pinnacle Associates Ltd.197,669$103.40M1.6%-1.7%0.020%
4/26/2024 Sterling Investment Counsel LLC3,897$2.04M0.9%-0.6%0.000%
4/26/2024 Securian Asset Management Inc.36,170$18.92M0.6%-91.7%0.004%
4/26/2024 Aspen Investment Management Inc30,808$16.12M8.2%+9.1%0.003%
4/26/2024 BLB&B Advisors LLC38,183$19.97M1.1%+12.3%0.004%
4/26/2024 UMB Bank n.a.22,566$11.80M0.2%-6.8%0.002%
4/26/2024 Carlton Hofferkamp & Jenks Wealth Management LLC26,988$13.59M5.7%-1.9%0.003%
4/26/2024 Narwhal Capital Management1,202$629K0.1%-10.9%0.000%
4/26/2024 MBA Advisors LLC2,599$1.36M0.7%-3.6%0.000%
4/26/2024 LifeSteps Financial Inc.31,460$16.46M12.4%-1.5%0.003%
4/26/2024 Highview Capital Management LLC DE 21,242$11.11M5.0%+19.6%0.002%
4/26/2024 Trevian Wealth Management LLC2,243$1.17M0.8%+2.0%0.000%
4/26/2024 GUNN & Co INVESTMENT MANAGEMENT INC.1,453$760K0.6%-74.1%0.000%
4/26/2024 Bellevue Asset Management LLC1,549$810K0.5%+6.9%0.000%
4/26/2024 Crestone Asset Management LLC16,851$8.81M1.8%-3.5%0.002%
4/26/2024 Northwest Bancshares Inc.7,107$3.72M0.6%-1.9%0.001%
4/26/2024 JNBA Financial Advisors2,791$1.46M0.2%+29.3%0.000%
4/26/2024 Yousif Capital Management LLC71,419$37.36M0.4%-5.6%0.007%
4/26/2024 Farmers & Merchants Trust Co of Chambersburg PA3,746$1.96M0.8%-4.3%0.000%
4/26/2024 YHB Investment Advisors Inc.29,500$15.43M1.3%-1.4%0.003%
4/26/2024 SlateStone Wealth LLC121,823$63.72M6.4%-3.4%0.012%
4/26/2024 ZWJ Investment Counsel Inc.13,608$7.12M0.3%-7.3%0.001%
4/26/2024 Coastline Trust Co23,368$12.22M1.5%+0.6%0.002%
4/26/2024 Opus Capital Group LLC929$486K0.1%-2.4%0.000%
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4/26/2024 Deroy & Devereaux Private Investment Counsel Inc.8,977$4.70M0.3%-1.5%0.001%
4/26/2024 First National Trust Co132,207$69.15M2.8%-3.4%0.013%
4/26/2024 Barton Investment Management1,034$541K0.1%-10.2%0.000%
4/26/2024 Sage Advisory Services Ltd.Co.4,635$2.42M0.7%-22.9%0.000%
4/26/2024 Sage Rhino Capital LLC8,630$4.51M1.1%-127.5%0.001%
4/26/2024 SFG Wealth Management LLC.86,121$45.05M26.7%+3.0%0.009%
4/26/2024 Clear Creek Financial Management LLC12,721$6.66M0.9%+10.0%0.001%
4/26/2024 MTC Wealth Management LLC56,129$29.36M13.5%-5.2%0.006%
4/26/2024 Members Trust Co837,386$438.01M13.1%-10.1%0.083%
4/26/2024 First Personal Financial Services2,646$1.38M0.3%-23.2%0.000%
4/26/2024 Pioneer Trust Bank N A OR13,479$7.05M2.0%+2.8%0.001%
4/26/2024 Chicago Partners Investment Group LLC84,043$42.50M1.8%+0.9%0.008%
4/26/2024 Carr Financial Group Corp1,030$539K0.2%+34.5%0.000%
4/26/2024 MONECO Advisors LLC22,941$12M1.9%+5.5%0.002%
4/26/2024 LifePro Asset Management452$236K0.2%-129.8%0.000%
4/26/2024 Sigma Investment Counselors Inc.16,398$8.58M0.5%-1.1%0.002%
4/26/2024 KG&L Capital Management LLC19,132$10.01M4.0%+1.5%0.002%
4/26/2024 Verdence Capital Advisors LLC47,686$24.94M2.3%-3.8%0.005%
4/26/2024 Pine Haven Investment Counsel Inc1,902$995K0.9%-3.8%0.000%
4/26/2024 Davies Financial Advisors Inc.13,311$6.96M7.1%N/A0.001%
4/26/2024 Terra Nova Asset Management LLC1,113$582K0.5%-14.4%0.000%
4/26/2024 AJ Advisors LLC1,346$704K0.4%+14.4%0.000%
4/26/2024 Triton Wealth Management PLLC2,681$1.35M0.9%-0.9%0.000%
4/26/2024 Caliber Wealth Management LLC51,487$26.93M14.3%-1.0%0.005%
4/26/2024 Latitude Advisors LLC12,084$6.32M4.0%-8.1%0.001%
4/26/2024 Tritonpoint Wealth LLC8,817$4.30M0.4%-2.1%0.001%
4/26/2024 Bogart Wealth LLC978$512K0.0%+19.6%0.000%
4/25/2024 Allworth Financial LP167,604$87.67M0.6%-3.2%0.017%
4/25/2024 Lindbrook Capital LLC74,153$38.79M3.6%+3.0%0.007%
4/25/2024 One Day In July LLC12,618$6.60M0.9%+2.2%0.001%
4/25/2024 Center for Financial Planning Inc.6,334$3.31M0.5%-1.9%0.001%
4/25/2024 TRUE Private Wealth Advisors5,982$3.13M0.4%+1.4%0.001%
4/25/2024 Gainplan LLC155,942$81.57M39.5%+8.3%0.015%
4/25/2024 Strategy Asset Managers LLC12,832$6.71M1.4%-33.8%0.001%
4/25/2024 Osborne Partners Capital Management LLC46,228$24.18M1.5%-3.5%0.005%
4/25/2024 TNF LLC4,634$2.34M0.9%-2.2%0.000%
4/25/2024 Schnieders Capital Management LLC24,526$12.83M2.6%-0.7%0.002%
4/25/2024 Smith Chas P & Associates PA Cpas24,088$12.60M0.8%+329.1%0.002%
4/25/2024 Professional Financial Advisors LLC727$380K0.1%N/A0.000%
4/25/2024 Oldfather Financial Services LLC26,476$13.85M5.7%-2.1%0.003%
4/25/2024 Fielder Capital Group LLC493$258K0.1%N/A0.000%
4/25/2024 HTLF Bank11,274$5.90M0.7%+0.3%0.001%
4/25/2024 Capital Investment Advisory Services LLC9,776$5.11M0.5%-1.5%0.001%
4/25/2024 Triumph Capital Management13,722$7.17M2.9%-26.2%0.001%
4/25/2024 Seven Post Investment Office LP68,109$35.63M8.7%+24.2%0.007%
4/25/2024 L.M. Kohn & Company19,309$10.10M2.8%+9.1%0.002%
4/25/2024 Center For Asset Management LLC1,232$644K0.5%+23.2%0.000%
4/25/2024 MTM Investment Management LLC9,258$4.84M2.0%+1.9%0.001%
4/25/2024 Investment Advisory Services Inc. TX ADV2,990$1.56M0.6%-9.7%0.000%
4/25/2024 GFS Advisors LLC54,131$28.31M4.7%-7.8%0.005%
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4/25/2024 Eudaimonia Partners LLC3,163$1.66M0.4%+1.4%0.000%
4/25/2024 Eudaimonia Advisors LLC1,085$568K0.3%-8.1%0.000%
4/25/2024 Tilson Financial Group Inc.13,557$7.09M3.8%-26.1%0.001%
4/25/2024 Penn Davis Mcfarland Inc.1,002$524K0.1%+3.0%0.000%
4/25/2024 Whalen Wealth Management Inc.775$405K0.3%+7.3%0.000%
4/25/2024 Presidio Capital Management LLC565$296K0.2%+4.8%0.000%
4/25/2024 Signify Wealth9,860$5.16M8.6%+11.2%0.001%
4/25/2024 Long Run Wealth Advisors LLC7,780$4.07M1.1%-2.2%0.001%
4/25/2024 Olistico Wealth LLC4,563$2.39M1.7%+4.7%0.000%
4/25/2024 Telos Capital Management Inc.753$394K0.0%-8.7%0.000%
(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, 3,716 institutional investors and hedge funds held shares of SPDR S&P 500 ETF Trust. The most heavily invested institutionals were Morgan Stanley ($10.34B), TFO Wealth Partners LLC ($9.03B), Northern Trust Corp ($6.46B), TD Asset Management Inc ($4.85B), Cerity Partners LLC ($4.22B), TD Asset Management Inc. ($3.66B), and Northwestern Mutual Wealth Management Co. ($2.18B).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 3,295 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. ($27.31M), Barclays PLC ($15.39M), International Assets Investment Management LLC ($11.39M), Cerity Partners LLC ($8.62M), Bishop Rock Capital L.P. ($7.95M), and Bank of Nova Scotia ($7.10M).

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

Institutional investors have bought a total of 1,868,274,426 shares in the last 24 months. This purchase volume represents approximately $822.33B in transactions.

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

Of the 2,681 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. ($28.16M), Hsbc Holdings PLC ($15.31M), Cibc World Markets Corp ($6.46M), Aaron Wealth Advisors LLC ($6.29M), Morgan Stanley ($6.07M), TD Asset Management Inc. ($4.97M), 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 146,807,669 shares in the last 24 months. This volume of shares sold represents approximately $62.40B in transactions.


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This page (NYSEARCA:SPY) was last updated on 4/29/2024 by MarketBeat.com Staff

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