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

SPDR S&P 500 ETF Trust logo
$747.71 -3.57 (-0.48%)
Closing price 07/7/2026 04:10 PM Eastern
Extended Trading
$746.18 -1.53 (-0.20%)
As of 07/7/2026 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 Massive. 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)
3153
Total
Institutional Inflows
(last 12 months)
$93.36B
Number of
Institutional Sellers
(last 12 months)
2612
Total
Institutional Outflows
(last 12 months)
$66.87B
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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
7/7/2026180 Wealth Advisors LLC970$724K0.1%-10.9%0.000%
7/7/2026Post Resch Tallon Group Inc.734$548K0.4%+49.2%0.000%
7/7/2026Bill Few Associates Inc.2,951$2.20M0.5%-1.1%0.000%
7/7/2026Foster Group Inc.1,973$1.47M0.0%+18.0%0.000%
7/7/2026JGP Wealth Management LLC5,436$4.06M0.4%+0.3%0.001%
7/7/2026Mechanics Bank Trust Department59,249$44.25M5.5%+5.5%0.006%
7/7/2026Trust Asset Management LLC1,204,074$899.17M62.9%0.0%0.115%
7/7/2026Madison Park Capital Advisors LLC13,068$9.76M5.2%+1.6%0.001%
7/7/2026Mirador Capital Partners LP4,988$3.73M0.5%+1.7%0.000%
7/7/2026M.E. Allison & CO. Inc.6,525$4.87M2.8%-4.0%0.001%
7/7/2026Integral Investment Advisors Inc.4,673$3.49M0.8%-1.7%0.000%
7/7/2026Balefire LLC15,785$11.79M1.9%-8.7%0.002%
7/7/2026Willner & Heller LLC280$209K0.1%N/A0.000%
7/7/2026Graves Light Lenhart Wealth Inc.6,570$4.91M0.5%+2.9%0.001%
7/7/2026Tlwm171,390$127.99M20.8%-0.7%0.016%
7/7/2026Inspirion Wealth Advisors LLC5,614$4.19M0.5%-0.7%0.001%
7/7/2026Baron Wealth Management LLC8,466$6.32M1.6%-0.2%0.001%
7/7/2026GK Wealth Management LLC2,129$1.59M0.8%+433.6%0.000%
7/7/2026GAMMA Investing LLC9,435$7.05M0.3%-2.0%0.001%
7/7/2026Avior Wealth Management LLC47,080$35.16M0.9%+0.8%0.005%
7/7/2026Value Investment Professionals LLC4,767$3.56M3.0%+2.7%0.000%
7/7/2026Crescent Sterling Ltd.689$515K0.5%+22.4%0.000%
7/7/2026Greenfield Savings Bank5,727$4.28M1.6%+0.8%0.001%
7/7/2026Calder Financial LLC4,635$3.46M3.3%-11.6%0.000%
7/7/2026Central Pacific Bank Trust Division41,559$31.04M3.2%+38.6%0.004%
7/7/2026Canandaigua National Bank & Trust Co.63,366$47.32M4.0%N/A0.006%
7/7/2026Sandy Cove Advisors LLC6,726$5.02M1.3%+23.8%0.001%
7/7/2026Epiq Partners LLC5,048$3.77M1.6%-1.1%0.000%
7/7/2026Arlington Trust Co LLC2,073$1.55M0.1%-28.7%0.000%
7/7/2026Financial Enhancement Group LLC4,883$3.65M0.4%+4.4%0.000%
7/7/2026Moody National Bank Trust Division45,579$34.04M2.8%+0.3%0.004%
7/7/2026Grove Bank & Trust22,763$17.00M1.7%+4.7%0.002%
7/7/2026 Trinity Financial Advisors LLC58,809$44.03M11.3%-0.4%0.006%
7/7/2026 CGN Advisors LLC15,781$11.79M0.9%-0.9%0.002%
7/7/2026 CoreCap Advisors LLC43,860$32.75M1.0%+0.5%0.004%
7/7/2026 Pacific Excel Wealth Advisors Inc.407$304K0.1%-43.9%0.000%
7/7/2026 Boston Standard Wealth Management LLC898$670K0.1%+8.6%0.000%
7/7/2026 Anderson Hoagland & Co.271$202K0.0%N/A0.000%
7/7/2026 Pathway Financial Advisors LLC22,771$16.96M2.0%-5.0%0.002%
7/7/2026Paul R. Ried Financial Group LLC547$408K0.2%-24.4%0.000%
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7/7/2026Hiley Hunt Wealth Management917$685K0.3%-5.6%0.000%
7/7/2026Howard Financial Services LTD.23,788$17.76M1.8%+0.3%0.002%
7/6/2026 Bangor Savings Bank5,095$3.81M0.3%-2.6%0.000%
7/6/2026 Hobart Private Capital LLC74,119$55.35M9.5%+47.1%0.007%
7/6/2026 Sincerus Advisory LLC30,511$22.78M15.5%-0.6%0.003%
7/6/2026 Stableford Capital II LLC1,069$798K0.3%-9.9%0.000%
7/6/2026 Vigilare Wealth Management4,764$3.56M1.1%-59.5%0.000%
7/6/2026 Stonebridge Financial Group LLC8,073$6.03M0.5%-10.9%0.001%
7/6/2026 Bulwark Capital Corp646$483K0.3%-17.3%0.000%
7/6/2026 Private Client Services LLC11,934$8.91M2.3%-12.8%0.001%
7/2/2026 Silverleafe Capital Partners LLC2,814$2.10M0.6%+2.5%0.000%
7/2/2026 Kozak & Associates Inc.63,062$47.03M8.2%-4.2%0.006%
7/2/2026 Gladwyn Financial Advisors Inc.2,762$2.06M1.3%+0.8%0.000%
7/2/2026 MassMutual Private Wealth & Trust FSB12,506$9.34M0.2%-8.6%0.001%
7/2/2026 Frisco Financial Planning LLC13,650$10.19M7.7%+0.2%0.001%
7/2/2026 Cedar Mountain Advisors LLC404$302K0.1%+99.0%0.000%
7/2/2026 Collective Family Office LLC12,432$9.28M1.9%-3.5%0.001%
7/2/2026 Hilltop National Bank5,087$3.80M0.8%+2.0%0.000%
7/2/2026 CX Institutional30,467$22.75M0.7%+9.9%0.003%
7/2/2026 Stairway Partners LLC7,762$5.80M0.3%-0.9%0.001%
7/2/2026 First County Bank CT 3,931$2.94M1.4%+13.6%0.000%
7/1/2026 Noble Wealth Management PBC1,202$898K0.4%-10.8%0.000%
7/1/2026 Confluence Investment Management LLC8,922$6.66M0.1%-25.2%0.001%
7/1/2026 Benjamin Joseph Floyd DBA Floyd Capital Management176,101$131.51M100.0%+1,067.0%0.017%
7/1/2026 First Financial Bank Trust Division89,927$67.16M4.8%-1.4%0.009%
7/1/2026 Adelphi Trust Co1,796$1.34M0.9%+1.7%0.000%
7/1/2026 Eastern Bank155,477$116.11M1.8%-2.1%0.015%
7/1/2026 Trust Co of the South4,935$3.69M0.5%+2.1%0.000%
7/1/2026 Global Wealth Strategies & Associates2,152$1.61M0.3%-2.5%0.000%
6/30/2026JANA Partners Management LP343,665$223.50M13.4%-12.2%0.034%
6/30/2026VectorGlobal IAG Inc.20,107$13.08M3.4%N/A0.002%
6/26/2026WealthPoint Financial LLC3,993$2.60M2.0%-0.7%0.000%
6/24/2026Redwood Investment Management LLC4,921$3.20M0.4%-2.2%0.000%
6/23/2026Ballast Advisors LLC1,534$998K0.3%-9.6%0.000%
6/23/2026MTM Financial Group LLC427$278K0.1%+26.3%0.000%
6/22/2026Sapient Capital LLC93,455$60.95M0.9%+1.2%0.009%
6/18/2026Western Wealth Management LLC62,017$40.33M1.5%+22.1%0.006%
6/16/2026Steelhead Wealth Management LLC3,759$2.44M1.2%N/A0.000%
6/10/2026Curry Webb Wealth Management LLC9,480$6.17M2.9%N/A0.001%
6/10/2026FAS Wealth Partners Inc.16,425$10.68M0.7%+6.8%0.002%
6/9/2026Rathbones Group PLC74,158$48.23M0.2%-0.7%0.007%
6/9/2026Robinswood Financial LLC626$407K0.5%N/A0.000%
6/8/2026First National Bank of Mount Dora Trust Investment Services28,561$18.57M4.0%-17.8%0.003%
6/8/2026Farmers National Bank6,128$3.99M0.9%-2.6%0.001%
6/4/2026Fischer Investment Strategies LLC7,259$4.72M2.8%-1.1%0.001%
6/4/2026Midwest Financial Network LLC15,420$10.03M8.0%+126.0%0.002%
6/4/2026Evansbrook LLC58,578$38.10M25.4%+0.2%0.006%
6/3/2026CoreFirst Bank & Trust3,312$2.15M1.1%-0.7%0.000%
6/3/2026DBK Financial Counsel LLC11,829$7.69M5.8%-0.8%0.001%
6/3/2026Stillwater Private Wealth LLC838$546K0.5%N/A0.000%
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6/3/2026NewEdge Advisors LLC607,741$395.24M1.4%+0.6%0.059%
6/2/2026Blue Edge Capital LLC38,696$25.17M3.3%+7.1%0.004%
6/1/2026Caerus Investment Advisors LLC16,919$11.00M4.6%-3.3%0.002%
6/1/2026First Nebraska Trust Co64,026$41.64M3.9%N/A0.006%
6/1/2026Flagship Wealth Advisors LLC19,762$12.21M5.0%-15.7%0.002%
6/1/2026Foguth Wealth Management LLC.20,332$13.22M1.6%-45.0%0.002%
6/1/2026Concorde Asset Management LLC8,779$5.73M2.8%-11.8%0.001%
6/1/2026Financial Solutions Advisory Group Inc.72,587$47.20M6.5%N/A0.007%
6/1/2026Integrated Investment Consultants LLC1,040$676K0.1%+6.4%0.000%
6/1/2026Dala Group LLC4,697$3.06M2.6%N/A0.000%


SPY Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,788 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), Bank of America Corp DE ($20.99B), Morgan Stanley ($20.00B), Northern Trust Corp ($9.41B), Gallagher Fiduciary Advisors LLC ($6.09B), HRT Financial LP ($4.88B), and Gotham Asset Management LLC ($4.59B).Learn more on SPDR S&P 500 ETF Trust's 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.

Of the 4,204 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), Bank of America Corp DE ($25.11M), Laurel Wealth Advisors LLC ($14.25M), International Assets Investment Management LLC ($14.25M), Kingstone Capital Partners Texas LLC ($13.15M), and Soundwatch Capital LLC ($12.05M).

Institutional investors have bought a total of 144,686,176 shares in the last 24 months. This purchase volume represents approximately $93.55B in transactions.

Of the 2,612 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: Laurel Wealth Advisors LLC ($14.25M), Proficio Capital Partners LLC ($12.73M), Soundwatch Capital LLC ($11.57M), Morgan Stanley ($11.33M), Perritt Capital Management Inc ($9.83M), Northwestern Mutual Wealth Management Co. ($5.89M), and TD Asset Management Inc ($3.66M).

Institutional investors have sold a total of 100,753,384 shares in the last 24 months. This volume of shares sold represents approximately $66.90B in transactions.



This page (NYSEARCA:SPY) was last updated on 7/8/2026 by MarketBeat.com Staff.
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