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

SPDR S&P 500 ETF Trust logo
$591.15 +12.04 (+2.08%)
Closing price 05/27/2025 04:10 PM Eastern
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$590.36 -0.79 (-0.13%)
As of 05:49 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)
2950
Total
Institutional Inflows
(last 12 months)
$94.22B
Number of
Institutional Sellers
(last 12 months)
2364
Total
Institutional Outflows
(last 12 months)
$30.77B
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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
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%
5/27/2025 Iron Gate Global Advisors LLC11,292$6.34M0.9%+35.8%0.001%
5/23/2025 Strategic Financial Services Inc.1,582$885K0.1%-2.8%0.000%
5/23/2025 Twin Lakes Capital Management LLC7,422$4.15M2.3%+0.2%0.001%
5/22/2025 Rollins Financial Advisors LLC5,213$2.92M0.5%-14.5%0.000%
5/22/2025 BOS Asset Management LLC25,133$14.06M4.8%+2.2%0.002%
5/21/2025 Westbourne Investments Inc.2,656$1.49M0.9%-2.5%0.000%
5/21/2025 Indiana Trust & Investment Management Co42,714$23.89M8.7%-1.1%0.004%
5/21/2025 Beacon Capital Management Inc.24,123$14.30M0.7%-77.5%0.002%
5/21/2025 McAdam LLC6,888$3.85M0.2%-31.3%0.001%
5/21/2025 Acadian Asset Management LLC7,995$4.47M0.0%+783.4%0.001%
5/21/2025 Geneos Wealth Management Inc.130,427$72.96M2.4%-18.1%0.012%
5/21/2025 Schmidt P J Investment Management Inc.520$291K0.1%-8.8%0.000%
5/20/2025 Blue Rock Wealth Management LLC1,747$977K0.8%+5.5%0.000%
5/20/2025 Tenret Co LLC811$454K0.3%-25.0%0.000%
5/20/2025 Fortis Capital Advisors LLC54,094$30.26M6.1%-10.6%0.005%
5/20/2025 Belpointe Asset Management LLC100,246$56.09M2.9%+4.3%0.009%
5/20/2025 Jupiter Wealth Management LLC13,663$8.13M5.2%-9.6%0.001%
5/20/2025 Flaharty Asset Management LLC4,513$2.52M0.4%-8.6%0.000%
5/20/2025 Strive Asset Management LLC492$275K0.2%-38.8%0.000%
5/20/2025 Integrity Alliance LLC.33,504$18.74M0.7%+224.5%0.003%
5/20/2025 Ransom Advisory Ltd3,539$1.98M1.0%N/A0.000%
5/20/2025 Glenview Trust co158,692$88.77M1.7%+0.2%0.015%
5/20/2025 Aspen Investment Management Inc34,348$19.22M8.9%+2.0%0.003%
5/19/2025 SageView Advisory Group LLC10,908$6.10M0.3%+0.2%0.001%
5/19/2025 Advisory 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%
5/19/2025 Bayforest Capital Ltd199$111K0.0%N/A0.000%
5/19/2025 Client 1ST Advisory Group LLC1,214$679K0.3%+133.5%0.000%
5/19/2025 Alaethes Wealth LLC2,951$1.66M0.6%-43.3%0.000%
5/19/2025 SCS Capital Management LLC692,477$388.16M4.9%+177.4%0.065%
5/19/2025 Smith Asset Management Co. LLC4,906$2.74M2.6%N/A0.000%
5/19/2025 Legacy Advisory Services LLC936$524K0.4%N/A0.000%
5/16/2025 Windsor Advisory Group LLC1,542$863K1.1%+17.9%0.000%
5/16/2025 Woodline Partners LP12,790$7.16M0.0%N/A0.001%
5/16/2025 Zurich Insurance Group Ltd FI21,039$12.40M0.1%-0.9%0.002%
5/16/2025 Prostatis Group LLC42,516$23.78M7.5%+53.5%0.004%
5/16/2025 American Trust3,396$1.90M0.5%-72.3%0.000%
5/16/2025 McIlrath & Eck LLC4,571$2.56M0.3%-14.0%0.000%
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5/16/2025 Empowered Funds LLC16,101$9.01M0.1%N/A0.002%
5/16/2025 Logan Capital Management Inc.3,694$2.07M0.1%-54.1%0.000%
5/16/2025 AAF Wealth Management LLC1,461$817K0.4%-6.4%0.000%
5/16/2025 Northeast Financial Consultants Inc167,098$93.47M4.1%-4.4%0.016%
5/16/2025 Peloton Wealth Strategists738$413K0.2%-3.7%0.000%
5/16/2025 Ascent Group LLC17,976$10.06M0.4%+445.4%0.002%
5/16/2025 Visualize Group LP11,750$6.57M2.2%-21.7%0.001%
5/16/2025 Coppell Advisory Solutions LLC15,234$8.45M0.7%-25.6%0.001%
5/16/2025 Arete Wealth Advisors LLC28,401$15.89M1.1%-5.7%0.003%
5/16/2025 Great Lakes Advisors LLC22,960$12.84M0.1%-21.8%0.002%
5/16/2025 Bell Investment Advisors Inc2,176$1.22M0.2%-10.4%0.000%
5/16/2025 Strait & Sound Wealth Management LLC5,830$3.26M1.5%+12.4%0.001%
5/16/2025 Signature Estate & Investment Advisors LLC29,670$16.60M0.4%+1.7%0.003%
5/16/2025 CTC Alternative Strategies Ltd.1,652$924K1.1%-76.9%0.000%
5/16/2025 Ashton Thomas Private Wealth LLC46,849$26.28M1.0%+23.9%0.004%
5/16/2025 Resources Management Corp CT ADV2,547$1.43M0.2%-1.5%0.000%
5/16/2025 Cape Investment Advisory Inc.5,915$3.31M1.3%-2.0%0.001%
5/16/2025 Jones Financial Companies Lllp458,372$255.79M0.2%-24.5%0.043%
5/16/2025 CKW Financial Group1,796$1.01M0.1%+132.9%0.000%
5/16/2025 Front Street Capital Management Inc.1,405$786K0.1%-30.4%0.000%
5/16/2025 Coordinated Financial Services Inc. CO9,115$5.10M3.9%N/A0.001%
5/16/2025 Talon Private Wealth LLC2,527$1.45M0.2%+40.3%0.000%
5/16/2025 Tolleson Wealth Management Inc.28,839$16.18M3.1%-2.2%0.003%
5/16/2025 Trustees of Columbia University in the City of New York1,109,343$620.56M98.3%+3.5%0.105%
5/16/2025 Scientech Research LLC3,656$2.05M0.5%N/A0.000%
5/16/2025 Sepio Capital LP30,313$16.96M1.3%-1.4%0.003%
5/16/2025 Raab & Moskowitz Asset Management LLC5,740$3.21M0.8%-0.9%0.001%
5/16/2025 Rise Advisors LLC1,722$963K0.4%+33.5%0.000%
5/16/2025 Royal Capital Wealth Management LLC31,471$17.61M12.3%+0.4%0.003%
5/16/2025 Pacific Center for Financial Services4,848$2.71M0.7%-79.4%0.000%
5/16/2025 Passaic Partners LLC491,006$274.66M41.6%+3.3%0.046%
5/16/2025 Permanens Capital L.P.3,938$2.21M0.4%-5.6%0.000%
5/16/2025 Petrus Trust Company LTA201,540$112.74M10.5%+36.0%0.019%
5/16/2025 Pinnacle Family Advisors LLC26,143$14.62M8.0%-21.1%0.002%
5/16/2025 Plancorp LLC17,644$9.87M0.4%+178.8%0.002%
5/16/2025 Plotkin Financial Advisors LLC8,677$4.85M3.0%+5.9%0.001%
5/16/2025 New England Asset Management Inc.127,424$71.28M11.6%-7.2%0.012%
5/16/2025 Naman Capital Ltda68,191$38.15M15.0%+39.6%0.006%
5/16/2025 National Wealth Management Group LLC777$435K0.3%+18.6%0.000%
5/16/2025 Nearwater Capital Markets Ltd500,000$279.70M8.0%N/A0.047%
5/16/2025 NewEdge Advisors LLC816,849$456.94M2.7%+24.0%0.077%
5/16/2025 Integrated Wealth Concepts LLC203,537$113.86M1.3%+7.0%0.019%
5/16/2025 Investmark Advisory Group LLC6,444$3.61M1.8%+2.5%0.001%
5/16/2025 Kettle Hill Capital Management LLC24,568$13.74M3.8%N/A0.002%
5/16/2025 Gotham Asset Management LLC3,296,351$1.84B15.4%+38.3%0.311%
5/16/2025 Hall Laurie J Trustee2,907$1.63M0.6%-32.6%0.000%
5/16/2025 Hancock Whitney Corp34,872$19.51M0.6%-7.6%0.003%
5/16/2025 Edmond DE Rothschild Holding S.A.99,985$55.93M1.0%-15.3%0.009%
5/16/2025 Euclidean Capital LLC4,104$2.30M0.9%-99.5%0.000%
5/16/2025 Clark Capital Management Group Inc.3,759$2.10M0.0%-41.5%0.000%
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5/16/2025 Clifford Group LLC676$378K0.4%-15.4%0.000%
5/16/2025 Concentric Capital Strategies LP695,700$389.17M36.5%+59.9%0.066%
5/16/2025 Concorde Asset Management LLC1,084$597K0.3%-92.7%0.000%
5/16/2025 Curi RMB Capital LLC94,659$53.06M1.3%-25.2%0.009%
5/16/2025 Brandywine Trust Co.146,207$81.79M12.7%+1.7%0.014%
5/16/2025 Beaird Harris Wealth Management LLC5,384$3.01M0.3%+9.0%0.001%
5/16/2025 Banque Transatlantique SA20,485$10.59M0.2%+1,730.7%0.002%
5/16/2025 Alliancebernstein L.P.952,093$532.59M0.2%-0.2%0.090%
5/16/2025 AQR Capital Management LLC326,785$182.80M0.2%+238.4%0.031%
5/16/2025 Ardsley Advisory Partners LP4,000$2.23M0.4%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, 4,346 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 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 3,774 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), 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 1,895,040,443 shares in the last 24 months. This purchase volume represents approximately $862.90B in transactions.

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

Of the 3,034 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. ($28.22M), International Assets Investment Management LLC ($14.24M), Morgan Stanley ($6.07M), TD Asset Management Inc ($4.64M), Toronto Dominion Bank ($3.15M), Wellington Management Group LLP ($2.75M), and State of Michigan Retirement System ($2.62M).

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

Institutional investors have sold a total of 134,758,490 shares in the last 24 months. This volume of shares sold represents approximately $68.13B in transactions.


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This page (NYSEARCA:SPY) was last updated on 5/28/2025 by MarketBeat.com Staff
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