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

SPDR S&P 500 ETF Trust logo
$625.34 +4.89 (+0.79%)
Closing price 07/3/2025 05:00 PM Eastern
Extended Trading
$625.05 -0.29 (-0.05%)
As of 07/3/2025 05:00 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)
2950
Total
Institutional Inflows
(last 12 months)
$94.28B
Number of
Institutional Sellers
(last 12 months)
2368
Total
Institutional Outflows
(last 12 months)
$30.95B
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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
7/3/2025 TrueWealth Advisors LLC36,250$22.40M6.6%+1.0%0.004%
7/3/2025 Garde Capital Inc.9,835$6.08M0.3%+10.0%0.001%
7/3/2025 Collective Family Office LLC13,138$8.12M2.1%-0.6%0.001%
7/3/2025 McLean Asset Management Corp21,700$13.46M3.5%-1.6%0.002%
7/3/2025 Sage Capital Advisors llc17,608$10.88M2.7%+0.2%0.002%
7/3/2025 Stairway Partners LLC10,000$6.18M0.4%-6.8%0.001%
7/3/2025 Trust Co of the South10,777$6.66M1.2%+0.4%0.001%
7/3/2025 Fiduciary Financial Group LLC4,304$2.66M0.5%-9.9%0.000%
7/3/2025 City Center Advisors LLC1,218$753K0.8%+43.8%0.000%
7/2/2025 McAlister Sweet & Associates Inc.43,773$27.05M27.4%+801.2%0.004%
7/2/2025 Capital Market Strategies LLC543$335K0.2%N/A0.000%
7/2/2025 Boston Standard Wealth Management LLC810$500K0.1%+15.1%0.000%
7/2/2025 Dentgroup LLC2,891$1.79M1.2%+83.3%0.000%
7/2/2025 HBW Advisory Services LLC3,981$2.46M0.3%-14.3%0.000%
7/2/2025 Helen Stephens Group LLC13,695$8.46M2.1%+2.7%0.001%
7/2/2025 Crumly & Associates Inc.6,910$4.27M1.0%+164.1%0.001%
7/2/2025 Howard Financial Services LTD.23,850$14.74M1.9%+3.1%0.002%
7/2/2025 Doliver Advisors LP362$224K0.1%-8.8%0.000%
7/2/2025 First Financial Bank Trust Division91,122$56.30M4.9%+0.7%0.009%
7/2/2025 Marotta Asset Management1,177$727K0.1%-24.8%0.000%
7/2/2025 LVM Capital Management Ltd. MI19,588$12.10M1.3%-7.7%0.002%
7/2/2025 Central Pacific Bank Trust Division38,868$24.02M3.1%-3.1%0.004%
7/1/2025 Cacti Asset Management LLC25,295$15.55M1.1%+2.0%0.002%
7/1/2025 Confluence Investment Management LLC19,222$11.88M0.2%-50.0%0.002%
7/1/2025 Legacy Wealth Management LLC MS91,957$56.82M17.3%-5.0%0.009%
7/1/2025 Park National Corp OH6,493$4.01M0.1%-0.3%0.001%
7/1/2025 Harbor Investment Advisory LLC14,374$8.88M0.7%+7.5%0.001%
7/1/2025 Kera Capital Partners Inc.65,663$40.57M8.0%+20.1%0.006%
7/1/2025 Private Client Services LLC12,478$7.71M3.0%+14.5%0.001%
7/1/2025 Stonehearth Capital Management LLC1,259$778K0.3%-2.2%0.000%
6/18/2025Voya Investment Management LLC19,248$10.77M0.0%+25.6%0.002%
6/17/2025Howe & Rusling Inc.10,284$5.75M0.5%-12.7%0.001%
6/16/2025Maple Capital Management Inc.3,563$1.99M0.2%-18.5%0.000%
6/16/2025Lynx Investment Advisory4,451$2.49M1.7%-8.3%0.000%
6/16/2025Peterson Wealth Management26,795$14.99M10.1%+1.7%0.003%
6/13/2025Optima Capital LLC4,963$2.78M1.8%+36.6%0.000%
6/11/2025Kondo Wealth Advisors Inc.748$419K0.2%-2.7%0.000%
6/10/2025Compass Financial Services Inc1,755$982K0.5%+9.5%0.000%
6/6/2025eCIO Inc.400$224K0.1%N/A0.000%
6/4/2025 First Hawaiian Bank17,968$10.05M0.5%-94.5%0.002%
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6/3/2025CBIZ Investment Advisory Services LLC167$94K0.0%-71.9%0.000%
6/3/2025Invst LLC7,609$4.26M0.6%-126.8%0.001%
5/29/2025Nova Wealth Management Inc.1,196$669K0.6%-3.6%0.000%
5/29/2025Plum Street Advisors LLC14,664$8.20M4.0%-0.5%0.001%
5/29/2025Apeiron RIA LLC1,297$726K0.2%+5.3%0.000%
5/28/2025Jones Financial Companies Lllp683,904$381.21M0.3%+12.6%0.065%
5/28/2025Silicon Valley Capital Partners221,713$123.20M16.1%+21.3%0.021%
5/28/2025Strs Ohio350$196K0.0%N/A0.000%
5/28/2025GK Wealth Management LLC958$536K0.6%-7.0%0.000%
5/28/2025Wealth Management Associates Inc.998$558K0.2%+18.7%0.000%
5/28/2025Addison Capital Co27,589$15.43M6.0%+27.6%0.003%
5/28/2025Turn8 Private Wealth Inc.1,154$646K0.5%N/A0.000%
5/27/2025Jacobi Capital Management LLC332,960$186.25M13.7%-0.1%0.031%
5/27/2025Advisors Capital Management LLC20,326$11.37M0.2%-50.3%0.002%
5/27/2025Iron Gate Global Advisors LLC11,292$6.34M0.9%+35.8%0.001%
5/23/2025Strategic Financial Services Inc.1,582$885K0.1%-2.8%0.000%
5/23/2025Twin Lakes Capital Management LLC7,422$4.15M2.3%+0.2%0.001%
5/22/2025Rollins Financial Advisors LLC5,213$2.92M0.5%-14.5%0.000%
5/22/2025BOS Asset Management LLC25,133$14.06M4.8%+2.2%0.002%
5/21/2025Westbourne Investments Inc.2,656$1.49M0.9%-2.5%0.000%
5/21/2025Indiana Trust & Investment Management Co42,714$23.89M8.7%-1.1%0.004%
5/21/2025Beacon Capital Management Inc.24,123$14.30M0.7%-77.5%0.002%
5/21/2025McAdam LLC6,888$3.85M0.2%-31.3%0.001%
5/21/2025Acadian Asset Management LLC7,995$4.47M0.0%+783.4%0.001%
5/21/2025Geneos Wealth Management Inc.130,427$72.96M2.4%-18.1%0.012%
5/21/2025Schmidt P J Investment Management Inc.520$291K0.1%-8.8%0.000%
5/20/2025Blue Rock Wealth Management LLC1,747$977K0.8%+5.5%0.000%
5/20/2025Tenret Co LLC811$454K0.3%-25.0%0.000%
5/20/2025Fortis Capital Advisors LLC54,094$30.26M6.1%-10.6%0.005%
5/20/2025Belpointe Asset Management LLC100,246$56.09M2.9%+4.3%0.009%
5/20/2025Jupiter Wealth Management LLC13,663$8.13M5.2%-9.6%0.001%
5/20/2025Flaharty Asset Management LLC4,513$2.52M0.4%-8.6%0.000%
5/20/2025Strive Asset Management LLC492$275K0.2%-38.8%0.000%
5/20/2025Integrity Alliance LLC.33,504$18.74M0.7%+224.5%0.003%
5/20/2025Ransom Advisory Ltd3,539$1.98M1.0%N/A0.000%
5/20/2025Glenview Trust co158,692$88.77M1.7%+0.2%0.015%
5/20/2025Aspen Investment Management Inc34,348$19.22M8.9%+2.0%0.003%
5/19/2025SageView Advisory Group LLC10,908$6.10M0.3%+0.2%0.001%
5/19/2025Advisory Alpha LLC39,547$22.12M0.8%+152.6%0.004%
5/19/2025 Trinity Financial Advisors LLC64,843$34.91M12.6%-0.3%0.006%
5/19/2025Bayforest Capital Ltd199$111K0.0%N/A0.000%
5/19/2025Client 1ST Advisory Group LLC1,214$679K0.3%+133.5%0.000%
5/19/2025Alaethes Wealth LLC2,951$1.66M0.6%-43.3%0.000%
5/19/2025SCS Capital Management LLC692,477$388.16M4.9%+177.4%0.065%
5/19/2025Smith Asset Management Co. LLC4,906$2.74M2.6%N/A0.000%
5/19/2025Legacy Advisory Services LLC936$524K0.4%N/A0.000%
5/16/2025Windsor Advisory Group LLC1,542$863K1.1%+17.9%0.000%
5/16/2025Woodline Partners LP12,790$7.16M0.0%N/A0.001%
5/16/2025Zurich Insurance Group Ltd FI21,039$12.40M0.1%-0.9%0.002%
5/16/2025Prostatis Group LLC42,516$23.78M7.5%+53.5%0.004%
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5/16/2025American Trust3,396$1.90M0.5%-72.3%0.000%
5/16/2025McIlrath & Eck LLC4,571$2.56M0.3%-14.0%0.000%
5/16/2025Empowered Funds LLC16,101$9.01M0.1%N/A0.002%
5/16/2025Logan Capital Management Inc.3,694$2.07M0.1%-54.1%0.000%
5/16/2025AAF Wealth Management LLC1,461$817K0.4%-6.4%0.000%
5/16/2025Northeast Financial Consultants Inc167,098$93.47M4.1%-4.4%0.016%
5/16/2025Peloton Wealth Strategists738$413K0.2%-3.7%0.000%
5/16/2025Ascent Group LLC17,976$10.06M0.4%+445.4%0.002%
5/16/2025Visualize Group LP11,750$6.57M2.2%-21.7%0.001%
5/16/2025Coppell Advisory Solutions LLC15,234$8.45M0.7%-25.6%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, 4,355 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), Northern Trust Corp ($7.90B), Bridgewater Associates LP ($4.82B), D. E. Shaw & Co. Inc. ($3.97B), TD Asset Management Inc. ($3.83B), and TD Asset Management Inc ($3.55B).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 3,778 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: Bank Julius Baer & Co. Ltd Zurich ($1.66B), Goldman Sachs Group Inc. ($40.63M), Proficio Capital Partners LLC ($32.69M), International Assets Investment Management LLC ($25.62M), Cerity Partners LLC ($8.12M), 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 164,866,841 shares in the last 24 months. This purchase volume represents approximately $94.28B in transactions.

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

Of the 2,368 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 ($2.04M), GTS Securities LLC ($1.80M), Euclidean Capital LLC ($1.20M), Toronto Dominion Bank ($1.14M), and Northwestern Mutual Wealth Management Co. ($1.09M).

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

Institutional investors have sold a total of 53,928,401 shares in the last 24 months. This volume of shares sold represents approximately $30.95B in transactions.



This page (NYSEARCA:SPY) was last updated on 7/4/2025 by MarketBeat.com Staff
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