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

SPDR S&P 500 ETF Trust logo
$566.76 +8.29 (+1.48%)
Closing price 05/2/2025 04:10 PM Eastern
Extended Trading
$566.84 +0.08 (+0.01%)
As of 05/2/2025 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 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)
2831
Total
Institutional Inflows
(last 12 months)
$68.67B
Number of
Institutional Sellers
(last 12 months)
2218
Total
Institutional Outflows
(last 12 months)
$32.78B
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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
5/2/2025Patton Albertson Miller Group LLC4,843$2.71M0.4%-5.7%0.000%
5/2/2025Sachetta LLC27,986$15.66M6.4%+0.3%0.003%
5/2/2025Burling Wealth Partners LLC8,606$4.81M1.0%+5.2%0.001%
5/2/2025Retirement Planning Co of New England Inc.5,894$3.30M0.9%N/A0.001%
5/2/2025Acas LLC953$532K0.4%+10.6%0.000%
5/2/2025Hardy Reed LLC31,491$17.62M1.6%-11.5%0.003%
5/2/2025CVS HEALTH Corp307,891$172.23M99.7%-22.6%0.029%
5/2/2025Forum Financial Management LP16,355$9.15M0.2%+0.7%0.002%
5/2/2025Fortis Group Advisors LLC15,265$8.54M1.7%-3.5%0.001%
5/2/2025Asset Advisors Investment Management LLC3,291$1.84M0.2%-3.7%0.000%
5/2/2025Easterly Investment Partners LLC267,594$149.69M12.5%-15.8%0.025%
5/2/2025Kingsview Wealth Management LLC41,591$23.27M0.4%+1.4%0.004%
5/2/2025Montis Financial LLC8,985$5.03M1.5%-6.5%0.001%
5/2/2025Members Trust Co777,366$434.85M15.1%+8.3%0.073%
5/2/2025MTC Wealth Management LLC63,814$35.70M17.5%+24.3%0.006%
5/2/2025Bailard Inc.203,049$113.58M2.9%-0.3%0.019%
5/2/2025Opulen Financial Group LLC22,690$12.69M11.5%-1.1%0.002%
5/2/2025Graypoint LLC102,065$57.09M3.5%-1.4%0.010%
5/2/2025Dynasty Wealth Management LLC129,680$72.54M1.0%+8.8%0.012%
5/2/2025Litman Gregory Wealth Management LLC10,221$5.72M0.5%+9.3%0.001%
5/2/2025Granger Management LLC384,898$215.96M77.8%-11.8%0.036%
5/2/2025Ascent Wealth Partners LLC6,437$3.60M0.5%+15.7%0.001%
5/2/2025Verdence Capital Advisors LLC51,950$29.06M2.2%+6.4%0.005%
5/2/2025HTG Investment Advisors Inc.1,767$988K0.4%+1.1%0.000%
5/2/2025Dravo Bay LLC389$218K0.1%-76.7%0.000%
5/2/2025Legacy Capital Wealth Partners LLC75,690$42.34M9.2%-3.8%0.007%
5/2/2025Windsor Capital Management LLC8,736$4.89M1.5%-4.0%0.001%
5/2/2025BIP Alliance LLC2,619$1.47M0.6%+12.2%0.000%
5/2/2025Stevens Capital Partners1,303$729K0.3%-20.5%0.000%
5/2/2025Theory Financial LLC1,807$1.01M0.4%-9.0%0.000%
5/2/2025Wealthgarden F.S. LLC744$416K0.4%+10.9%0.000%
5/2/2025SKY Mountain Capital Management Inc.1,111$621K0.5%N/A0.000%
5/2/2025FWG Holdings LLC13,514$7.49M3.7%-0.4%0.001%
5/2/2025Summit X LLC3,323$1.86M0.4%+7.4%0.000%
5/2/2025Seaside Wealth Management Inc.1,565$875K0.3%-5.3%0.000%
5/2/2025Welch & Forbes LLC42,427$23.73M0.3%-8.7%0.004%
5/2/2025Pettinga Financial Advisors LLC16,834$9.42M2.2%+12.6%0.002%
5/2/2025Altman Advisors Inc.421$233K0.1%-97.2%0.000%
5/2/2025Grandfield & Dodd LLC3,853$2.16M0.1%-4.9%0.000%
5/2/2025Cullen Frost Bankers Inc.193,684$108.35M1.5%+1.4%0.018%
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5/2/2025Guardian Wealth Advisors LLC39,241$21.95M14.1%+2.4%0.004%
5/2/2025Parcion Private Wealth LLC10,079$5.64M0.5%-22.0%0.001%
5/2/2025DDD Partners LLC7,435$4.16M0.5%-60.6%0.001%
5/2/2025Capital A Wealth Management LLC138$77K0.1%-27.4%0.000%
5/2/2025Victory Capital Management Inc.12,289$6.87M0.0%-64.9%0.001%
5/2/2025BIP Wealth LLC535,287$299.43M19.5%+1.9%0.050%
5/2/2025Bryn Mawr Capital Management LLC22,302$12.48M0.7%-12.4%0.002%
5/2/2025Schrum Private Wealth Management LLC20,003$11.19M9.8%-0.6%0.002%
5/2/2025Ndwm LLC6,058$3.39M3.3%-69.5%0.001%
5/2/2025Bridgewater Advisors Inc.63,502$35.20M3.0%0.0%0.006%
5/2/2025Midwest Professional Planners LTD.58,271$32.60M10.1%-15.7%0.005%
5/2/2025Grant Street Asset Management Inc.1,324$740K0.2%+7.3%0.000%
5/2/2025Stack Financial Management Inc1,378$771K0.1%-14.7%0.000%
5/2/2025Grange Capital LLC4,985$2.79M3.3%-2.7%0.000%
5/2/2025Sage Mountain Advisors LLC17,634$9.87M0.7%-31.8%0.002%
5/2/2025PAX Financial Group LLC1,604$897K0.2%+6.4%0.000%
5/2/2025Wealthfront Advisers LLC199,669$111.69M0.3%+13.9%0.019%
5/2/2025Fortress Wealth Management Inc.1,630$912K0.5%-1.3%0.000%
5/2/2025First Business Financial Services Inc.43,995$24.61M2.4%+2.7%0.004%
5/2/2025Mine & Arao Wealth Creation & Management LLC.57,074$31.93M15.6%-1.2%0.005%
5/2/2025Pinkerton Retirement Specialists LLC221,909$124.13M16.1%+124.5%0.021%
5/2/2025Schwarz Dygos Wheeler Investment Advisors LLC1,740$974K0.2%+22.0%0.000%
5/2/2025Whittier Trust Co. of Nevada Inc.240,050$134.28M3.4%+0.2%0.023%
5/2/2025Whittier Trust Co.423,294$236.79M3.3%-2.4%0.040%
5/2/2025Future You Wealth LLC4,426$2.48M1.6%+2.3%0.000%
5/2/2025Melfa Wealth Management Inc.3,608$2.02M1.4%-0.7%0.000%
5/2/2025ESG Planning DBA Harper Investing487$272K0.2%N/A0.000%
5/2/2025Accredited Investor Services LLC2,806$1.57M1.3%+23.3%0.000%
5/2/2025Droms Strauss Advisors Inc. MO ADV3,529$1.97M0.7%-0.8%0.000%
5/2/2025First Command Advisory Services Inc.2,240$1.25M0.0%+19.1%0.000%
5/2/2025Mountain Hill Investment Partners Corp.201$112K0.1%+13.6%0.000%
5/2/2025BluePointe Capital Management LLC39,251$22.02M8.4%+113.5%0.004%
5/2/2025Prevail Innovative Wealth Advisors LLC11,086$6.20M1.7%-31.0%0.001%
5/2/2025Hager Investment Management Services LLC552$309K0.2%-50.7%0.000%
5/2/2025Grey Fox Wealth Advisors LLC1,758$987K0.3%-6.8%0.000%
5/2/2025Graybill Wealth Management LTD.3,776$2.11M0.7%N/A0.000%
5/2/2025Firestone Capital Management44,493$24.89M6.5%-0.7%0.004%
5/2/2025Leo Wealth LLC11,702$6.55M0.9%-7.1%0.001%
5/2/2025Strata Wealth Advisors LLC2,980$1.67M0.5%-31.0%0.000%
5/2/2025Dakota Wealth Management75,523$42.25M1.0%+2.5%0.007%
5/2/2025LJI Wealth Management LLC8,134$4.55M0.9%-8.5%0.001%
5/2/2025OVERSEA CHINESE BANKING Corp Ltd20,352$11.49M0.1%-4.5%0.002%
5/2/2025SBI Securities Co. Ltd.23,585$13.19M0.4%-3.5%0.002%
5/2/2025Lokken Investment Group LLC3,045$1.70M0.7%-19.1%0.000%
5/2/2025Lauer Wealth LLC1,060$588K0.5%-3.3%0.000%
5/2/2025Apollon Financial LLC4,824$2.70M0.6%+28.2%0.000%
5/2/2025Trail Ridge Investment Advisors LLC2,796$1.56M0.8%-25.0%0.000%
5/2/2025Apollon Wealth Management LLC61,667$34.50M0.8%-7.3%0.006%
5/2/2025Pioneer Trust Bank N A OR33,183$18.56M4.9%+3.8%0.003%
5/2/2025Prepared Retirement Institute LLC1,441$806K0.5%-4.1%0.000%
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5/2/2025Hohimer Wealth Management LLC10,101$5.65M1.1%-0.2%0.001%
5/2/2025Red Wave Investments LLC3,190$1.78M0.6%-14.9%0.000%
5/2/2025Sigma Planning Corp94,481$52.85M1.7%+1.5%0.009%
5/2/2025Catalyst Financial Partners LLC22,390$12.53M2.3%+15.1%0.002%
5/2/2025Signaturefd LLC75,194$42.06M0.8%+6.6%0.007%
5/2/2025Edgestream Partners L.P.43,811$24.51M0.8%-31.0%0.004%
5/2/2025Private Capital Advisors Inc.4,145$2.32M0.3%+43.0%0.000%
5/1/2025 Cutter & CO Brokerage Inc.4,520$2.53M0.6%+2.1%0.000%
5/1/2025 Turtle Creek Wealth Advisors LLC10,520$5.89M0.9%N/A0.001%
5/1/2025 Parker Investment Management LLC145,500$81.39M14.5%+108.8%0.014%
(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, 4,303 institutional investors and hedge funds held shares of SPDR S&P 500 ETF Trust. The most heavily invested institutionals were 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), TD Asset Management Inc ($3.82B), and Mizuho Securities USA LLC ($3.19B).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 3,725 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), Proficio Capital Partners LLC ($32.69M), Envestnet Asset Management Inc. ($27.30M), International Assets Investment Management LLC ($25.62M), Cerity Partners LLC ($8.84M), 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 1,880,785,084 shares in the last 24 months. This purchase volume represents approximately $849.63B in transactions.

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

Of the 2,993 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), Cibc World Markets Corp ($6.46M), Morgan Stanley ($6.07M), TD Asset Management Inc ($4.45M), Toronto Dominion Bank ($3.15M), and Wellington Management Group LLP ($3.04M).

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

Institutional investors have sold a total of 142,902,362 shares in the last 24 months. This volume of shares sold represents approximately $70.35B in transactions.



This page (NYSEARCA:SPY) was last updated on 5/3/2025 by MarketBeat.com Staff
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