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

SPDR S&P 500 ETF Trust logo
$643.20 -0.24 (-0.04%)
As of 09:45 AM Eastern
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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)
3115
Total
Institutional Inflows
(last 12 months)
$133.15B
Number of
Institutional Sellers
(last 12 months)
2537
Total
Institutional Outflows
(last 12 months)
$35.59B
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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
8/16/2025 Parr Mcknight Wealth Management Group LLC1,702$1.05M0.1%-8.0%0.000%
8/16/2025 Teachers Insurance & Annuity Association of America168$104K0.1%-47.7%0.000%
8/16/2025 Public Sector Pension Investment Board78,198$48.32M0.2%-44.5%0.008%
8/16/2025 Evergreen Capital Management LLC32,056$19.86M0.6%+5.4%0.003%
8/15/2025JCP Investment Management LLC32,512$20.09M11.6%+6.0%0.003%
8/15/2025High Falls Advisors Inc5,836$3.61M0.8%+1.5%0.001%
8/15/2025CANADA LIFE ASSURANCE Co579,537$358.95M0.6%+2.9%0.056%
8/15/2025Nikulski Financial Inc.7,032$4.35M1.2%-1.4%0.001%
8/15/2025Tower Research Capital LLC TRC 242,860$150.05M4.0%+1,116.1%0.023%
8/15/2025First Heartland Consultants Inc.41,581$25.69M2.3%-19.7%0.004%
8/15/2025Howland Capital Management LLC52,812$32.72M1.3%-1.0%0.005%
8/15/2025Sugar Maple Asset Management LLC2,703$1.67M1.3%+313.9%0.000%
8/15/2025North Ridge Wealth Advisors Inc.180$111K0.1%-53.7%0.000%
8/15/2025Asset Allocation Strategies LLC2,726$1.68M0.3%-7.0%0.000%
8/15/2025FFT Wealth Management LLC48,112$30.42M6.0%-11.5%0.005%
8/15/2025LGL Partners LLC98,901$62.53M27.8%+0.2%0.010%
8/15/2025Blue Edge Capital LLC37,131$22.94M3.4%+0.6%0.004%
8/15/2025Urban Financial Advisory Corp141,595$87.48M44.0%-0.2%0.014%
8/15/2025Semmax Financial Advisors Inc.978$623K0.2%N/A0.000%
8/15/2025 Rakuten Securities Inc.810$500K0.2%-21.9%0.000%
8/15/2025Puff Wealth Management LLC363$224K0.1%N/A0.000%
8/15/2025Equitable Holdings Inc.267,288$165.14M1.4%+8.1%0.026%
8/15/2025Ewing Morris & Co. Investment Partners Ltd.2,339$1.45M0.6%+36.5%0.000%
8/15/2025Morse Asset Management Inc6,585$4.07M0.9%+731.4%0.001%
8/15/2025 Florida Financial Advisors LLC12,597$7.78M2.6%+4.4%0.001%
8/15/2025ROSS JOHNSON & Associates LLC432$267K5.5%-3.8%0.000%
8/15/2025Northeast Financial Consultants Inc164,807$101.83M4.2%-1.4%0.016%
8/15/2025Hayek Kallen Investment Management1,183$731K0.2%+70.2%0.000%
8/15/2025Kensington Investment Counsel LLC997$616K0.3%+26.5%0.000%
8/15/2025Chapman Financial Group LLC52$32K0.0%N/A0.000%
8/15/2025FSB Premier Wealth Management Inc.1,580$976K0.3%-3.4%0.000%
8/15/2025E Fund Management Co. Ltd.16,209$10.02M0.5%-4.2%0.002%
8/15/2025Stonebridge Capital Advisors LLC1,701$1.05M0.1%-27.4%0.000%
8/15/2025Captrust Financial Advisors766,197$473.40M1.1%-28.4%0.074%
8/15/2025Blue Chip Partners LLC4,184$2.59M0.2%+15.1%0.000%
8/15/2025Alaethes Wealth LLC3,451$2.14M0.6%+16.9%0.000%
8/15/2025Prevail Innovative Wealth Advisors LLC9,985$6.17M1.4%-9.9%0.001%
8/15/2025AlpenGlobal Capital LLC3,895$2.41M1.4%+0.7%0.000%
8/15/2025Silicon Valley Community Foundation2,777,873$1.72B97.0%-7.9%0.268%
8/15/2025Zuckerman Investment Group LLC1,483$916K0.1%+2.3%0.000%
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8/15/2025Manhattan West Asset Management LLC3,909$2.42M0.6%-3.0%0.000%
8/15/2025Cooksen Wealth LLC4,409$2.72M2.2%-0.8%0.000%
8/15/2025WFA of San Diego LLC81$50K0.0%N/A0.000%
8/15/2025Lantern Wealth Advisors LLC3,807$2.35M1.3%N/A0.000%
8/15/2025 Vident Advisory LLC22,752$14.06M0.2%+9.9%0.002%
8/15/2025 Visionary Wealth Advisors6,991$4.32M0.2%-16.1%0.001%
8/15/2025 Two Sigma Securities LLC13,232$8.18M1.0%+121.0%0.001%
8/15/2025 Tandem Wealth Advisors LLC27,238$16.83M8.3%+18.2%0.003%
8/15/2025 Scott Marsh Financial LLC2,393$1.48M0.5%N/A0.000%
8/15/2025 Tolleson Wealth Management Inc.28,748$17.76M3.0%-0.3%0.003%
8/15/2025 Smartleaf Asset Management LLC2,450$1.51M0.1%+51.9%0.000%
8/15/2025 Snowden Capital Advisors LLC50,019$30.99M0.9%+15.4%0.005%
8/15/2025 Sompo Asset Management Co. Ltd.1,840$1.14M0.2%+47.2%0.000%
8/15/2025 Redwood Financial Network Corp866$535K0.4%+2.2%0.000%
8/15/2025 Redwood Investment Management LLC12,025$7.43M0.8%-27.1%0.001%
8/15/2025 Riggs Asset Managment Co. Inc.993$614K0.2%-4.2%0.000%
8/15/2025 Royal Capital Wealth Management LLC31,566$19.50M13.0%+0.3%0.003%
8/15/2025 Ruggaard & Associates LLC992$613K0.2%+3.0%0.000%
8/15/2025 Oxford Financial Group LTD. LLC49,582$30.63M1.8%-1.9%0.005%
8/15/2025 Orion Porfolio Solutions LLC33,767$20.86M0.1%-73.8%0.003%
8/15/2025 Palisade Capital Management LP1,042$644K0.0%+4.2%0.000%
8/15/2025 MML Investors Services LLC689,431$425.97M1.2%+0.8%0.066%
8/15/2025 Monograph Wealth Advisors LLC7,149$4.43M0.5%+8.3%0.001%
8/15/2025 McIlrath & Eck LLC4,452$2.75M0.3%-2.6%0.000%
8/15/2025 Mission Creek Capital Partners Inc.17,721$10.95M2.2%-3.8%0.002%
8/15/2025 Lazard Asset Management LLC19,193$11.86M0.0%-39.2%0.002%
8/15/2025 LM Advisors LLC62,634$38.70M5.0%-0.7%0.006%
8/15/2025 London Co. of Virginia845$522K0.0%-28.0%0.000%
8/15/2025 HRT Financial LP8,833,517$5.46B24.0%+63.1%0.852%
8/15/2025 Helium Advisors LLC1,019$630K0.4%+73.3%0.000%
8/15/2025 Holocene Advisors LP12,192$7.53M0.0%-69.5%0.001%
8/15/2025 Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.6,004$3.71M0.6%+1.6%0.001%
8/15/2025 Houlihan Financial Resource Group Ltd.41,658$26.02M10.8%-0.6%0.004%
8/15/2025 Hyperion Capital Advisors LP352$217K0.1%N/A0.000%
8/15/2025 IHT Wealth Management LLC83,643$51.68M1.4%-2.7%0.008%
8/15/2025 III Capital Management329,200$203.40M36.5%N/A0.032%
8/15/2025 Fullerton Fund Management Co Ltd.6,882$4.25M0.2%+154.4%0.001%
8/15/2025 George Kaiser Family Foundation39,583$24.46M3.5%+52.7%0.004%
8/15/2025 Great Valley Advisor Group Inc.47,714$29.48M0.7%-5.2%0.005%
8/15/2025 Gallagher Fiduciary Advisors LLC9,858,304$6.09B8.6%+424,278.1%0.951%
8/15/2025 EP Wealth Advisors LLC443,374$273.94M1.8%+9.1%0.043%
8/15/2025 East Coast Asset Management LLC.5,206$3.22M1.1%-2.1%0.001%
8/15/2025 Engineers Gate Manager LP41,159$25.43M0.3%-33.6%0.004%
8/15/2025 Essential Planning LLC.4,632$2.86M1.1%+44.7%0.000%
8/15/2025 Curi Capital LLC158,035$97.82M1.9%+67.0%0.015%
8/15/2025 BBR Partners LLC1,010,922$624.60M38.9%+1.9%0.097%
8/15/2025 Beck Mack & Oliver LLC1,521$940K0.0%-1.3%0.000%
8/15/2025 Benjamin Edwards Inc.31,420$19.41M0.2%-55.4%0.003%
8/15/2025 Brandywine Trust Co.146,961$90.80M13.9%+0.5%0.014%
8/15/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp50,791$31.38M0.2%N/A0.005%
Elon Musk’s New Technology (Ad)

Elon Musk is building something in Memphis that could eclipse even Tesla and SpaceX. At the heart of it is a new AI supercomputer—what one industry CEO calls “the most powerful in the world.” Musk says this tech will drive the next wave of American innovation. You can’t invest in the supercomputer directly—but there’s a backdoor way to access the company powering it. It’s smaller than Tesla or Nvidia, but both rely on it for future growth.

Get the full details on the AI company behind Musk’s next big move.
8/15/2025 Byrne Financial Freedom LLC3,507$2.17M1.1%-5.2%0.000%
8/15/2025 Balanced Rock Investment Advisors LLC584$361K0.3%-31.3%0.000%
8/15/2025 Banque Transatlantique SA947$586K0.0%-95.4%0.000%
8/15/2025 Bellevue Group AG3,100$1.92M0.0%-45.2%0.000%
8/15/2025 Bienville Capital Management LLC31,727$19.66M3.9%+61.0%0.003%
8/15/2025 Blue Capital Inc.1,457$900K0.6%N/A0.000%
8/15/2025 Ameriprise Financial Inc.3,129,908$1.93B0.5%+0.2%0.302%
8/15/2025 AQR Capital Management LLC399,000$246.52M0.2%+22.1%0.038%
8/15/2025 Abbot Financial Management Inc.1,389$858K0.4%+12.1%0.000%
8/15/2025 Aberdeen Wealth Management LLC1,322$817K0.5%N/A0.000%
(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, 4,418 institutional investors and hedge funds held shares of SPDR S&P 500 ETF Trust. The most heavily invested institutionals were Goldman Sachs Group Inc. ($38.12B), Morgan Stanley ($10.34B), Laurel Wealth Advisors LLC ($8.82B), Kingstone Capital Partners Texas LLC ($8.13B), Northern Trust Corp ($7.90B), Soundwatch Capital LLC ($7.48B), and Gallagher Fiduciary Advisors LLC ($6.09B).Learn more on SPDR S&P 500 ETF Trust's institutional investors.

What percentage of SPDR S&P 500 ETF Trust's stock is owned by institutional investors?

63.54% of SPDR S&P 500 ETF Trust's 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's stock?

Of the 3,850 institutional investors that purchased SPDR S&P 500 ETF Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Goldman Sachs Group Inc. ($40.63M), Proficio Capital Partners LLC ($32.68M), International Assets Investment Management LLC ($25.62M), Laurel Wealth Advisors LLC ($14.25M), Kingstone Capital Partners Texas LLC ($13.15M), Soundwatch Capital LLC ($12.05M), and Gallagher Fiduciary Advisors LLC ($9.86M).

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

Institutional investors have bought a total of 226,362,264 shares in the last 24 months. This purchase volume represents approximately $133.15B in transactions.

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

Of the 2,538 institutional investors that sold SPDR S&P 500 ETF Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($14.24M), Wellington Management Group LLP ($2.68M), State of Michigan Retirement System ($2.00M), Clal Insurance Enterprises Holdings Ltd ($1.93M), GTS Securities LLC ($1.80M), Board of Trustees of The Leland Stanford Junior University ($1.54M), and Euclidean Capital LLC ($1.20M).

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

Institutional investors have sold a total of 60,795,490 shares in the last 24 months. This volume of shares sold represents approximately $35.59B in transactions.


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This page (NYSEARCA:SPY) was last updated on 8/18/2025 by MarketBeat.com Staff
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