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

SPDR S&P 500 ETF Trust logo
$627.58 -0.46 (-0.07%)
Closing price 07/18/2025 04:10 PM Eastern
Extended Trading
$627.79 +0.21 (+0.03%)
As of 07/18/2025 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)
2987
Total
Institutional Inflows
(last 12 months)
$102.55B
Number of
Institutional Sellers
(last 12 months)
2408
Total
Institutional Outflows
(last 12 months)
$31.24B
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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
7/18/2025 CHURCHILL MANAGEMENT Corp1,067,120$659.32M7.2%+2.1%0.104%
7/18/2025 Wiser Wealth Management Inc2,050$1.27M0.3%+4.2%0.000%
7/18/2025 AMI Asset Management Corp3,469$2.14M0.1%-20.0%0.000%
7/18/2025 Brookmont Capital Management325$201K0.1%N/A0.000%
7/18/2025 EWA LLC5,799$3.58M1.1%+369.2%0.001%
7/18/2025 Access Financial Services Inc.905$559K0.2%-2.2%0.000%
7/18/2025 Northstar Group Inc.5,524$3.41M0.5%+12.1%0.001%
7/18/2025 SimpliFi Inc.42,932$26.53M11.7%+0.9%0.004%
7/18/2025 Tanager Wealth Management LLP1,954$1.21M0.1%+17.6%0.000%
7/18/2025 Warren Street Wealth Advisors LLC4,275$2.64M0.9%+119.7%0.000%
7/18/2025 Vicus Capital6,873$4.25M0.4%+0.9%0.001%
7/18/2025 Gold Investment Management Ltd.5,852$3.61M1.4%+1.5%0.001%
7/18/2025 Naples Global Advisors LLC9,859$6.11M0.5%-1.2%0.001%
7/18/2025 Parsons Capital Management Inc. RI5,641$3.49M0.2%+3.8%0.001%
7/18/2025 Pure Financial Advisors LLC977,210$603.77M10.6%+3.7%0.095%
7/18/2025 RKL Wealth Management LLC7,898$4.88M0.4%-10.6%0.001%
7/18/2025 Consolidated Planning Corp17,554$10.85M1.4%+126.9%0.002%
7/18/2025 Clarity Financial LLC2,720$1.68M0.2%+2.5%0.000%
7/18/2025 Cantor Fitzgerald Investment Advisors L.P.10,304$6.37M0.4%+1.7%0.001%
7/18/2025 BSW Wealth Partners47,480$29.34M4.0%+1.8%0.005%
7/18/2025 BOCHK Asset Management Ltd348,500$215.32M62.4%N/A0.034%
7/18/2025 TPG Advisors LLC4,429$2.74M2.0%-0.8%0.000%
7/18/2025 Hudson Value Partners LLC2,585$1.60M0.6%+1.8%0.000%
7/18/2025 New Wave Wealth Advisors LLC21,455$13.26M5.6%-8.5%0.002%
7/18/2025 Community Financial Services Group LLC2,836$1.75M0.3%-1.1%0.000%
7/18/2025 NRI Wealth Management LC403$249K0.2%N/A0.000%
7/18/2025 TruNorth Capital Management LLC10,386$6.42M1.4%-1.4%0.001%
7/18/2025 USA Financial Formulas108,596$67.10M11.5%-51.1%0.011%
7/18/2025 Newman Dignan & Sheerar Inc.4,666$2.88M0.7%+5.8%0.000%
7/18/2025 Heritage Financial Services LLC2,886$1.78M0.2%+3.5%0.000%
7/18/2025 Madrona Financial Services LLC5,062$3.13M0.8%+12.8%0.000%
7/18/2025 Founders Capital Management10,658$6.59M3.9%+3.0%0.001%
7/18/2025 Parkwoods Wealth Partners LLC759$469K0.3%+5.0%0.000%
7/18/2025 Dogwood Wealth Management LLC63$39K0.0%-41.7%0.000%
7/18/2025 Vigilare Wealth Management7,810$4.83M1.8%+1,786.5%0.001%
7/18/2025 First Pacific Financial139$86K0.0%+504.3%0.000%
7/18/2025 Deltec Asset Management LLC8,298$5.13M0.9%-5.2%0.001%
7/18/2025 QTR Family Wealth LLC1,553$959K0.6%-3.2%0.000%
7/18/2025 Eagle Capital Management LLC38,712$23.92M10.5%+0.8%0.004%
7/18/2025 Trust Co. of Vermont14,668$9.06M0.4%+10.0%0.001%
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7/18/2025 SMI Advisory Services LLC4,366$2.73M0.5%+2.9%0.000%
7/18/2025 Bartlett & CO. Wealth Management LLC34,440$21.34M0.3%+1.3%0.003%
7/18/2025 Loudon Investment Management LLC9,520$5.88M3.3%+1.3%0.001%
7/18/2025 Lynx Investment Advisory3,741$2.31M1.5%-16.0%0.000%
7/18/2025 Magnolia Private Wealth LLC450$278K0.2%N/A0.000%
7/18/2025 Marino Stram & Associates LLC2,199$1.36M0.3%+6.4%0.000%
7/18/2025 Panoramic Capital Partners LLC3,876$2.42M1.7%+17.6%0.000%
7/18/2025 Rogco LP1,558$963K0.4%+1.4%0.000%
7/18/2025 Impact Capital Partners LLC3,377$2.09M0.7%+43.5%0.000%
7/18/2025 Community Bank & Trust Waco Texas1,359$840K0.2%-2.9%0.000%
7/18/2025 Childress Capital Advisors LLC36,514$22.56M5.7%+49.9%0.004%
7/18/2025 Lowery Thomas LLC15,100$9.33M6.0%-0.3%0.001%
7/18/2025 PFG Investments LLC36,405$22.49M1.3%-4.1%0.004%
7/18/2025 Consolidated Portfolio Review Corp6,896$4.26M0.6%+45.1%0.001%
7/18/2025 Midwest Financial Group LLC2,593$1.60M0.8%+5.6%0.000%
7/18/2025 Victrix Investment Advisors8,528$5.27M2.3%-0.3%0.001%
7/18/2025 Institute for Wealth Management LLC.9,305$5.75M0.6%+1.4%0.001%
7/18/2025 Arcadia Wealth Management LLC713$440K0.2%+29.9%0.000%
7/18/2025 Columbia Asset Management14,901$9.21M1.8%+3.5%0.001%
7/18/2025 O ROURKE & COMPANY Inc3,370$2.08M1.0%+7.2%0.000%
7/18/2025 Wetzel Investment Advisors Inc.6,548$4.06M1.9%-0.9%0.001%
7/18/2025 Cooper Financial Group5,154$3.19M0.4%-17.0%0.001%
7/18/2025 Alley Investment Management Company LLC7,450$4.60M0.6%-0.3%0.001%
7/18/2025 Bourgeon Capital Management LLC2,807$1.73M0.3%+6.7%0.000%
7/18/2025 Parkside Investments LLC4,331$2.68M0.4%-2.8%0.000%
7/18/2025 Lockerman Financial Group Inc.10,532$6.51M8.8%+11.4%0.001%
7/18/2025 Pennsylvania Capital Management Inc. ADV4,998$3.09M1.0%+258.0%0.000%
7/18/2025 First United Bank & Trust6,337$3.92M1.4%-2.4%0.001%
7/18/2025 Union Bancaire Privee UBP SA46,775$29.68M0.6%+32.8%0.005%
7/17/2025 MBA Advisors LLC1,580$976K0.5%-27.6%0.000%
7/17/2025 Elwood & Goetz Wealth Advisory Group LLC4,420$2.73M0.6%+2.6%0.000%
7/17/2025 Chicago Capital LLC24,404$15.08M0.4%+165.0%0.002%
7/17/2025 One Wealth Advisors LLC340$210K0.0%N/A0.000%
7/17/2025 Trivium Point Advisory LLC11,439$7.07M0.8%+5.9%0.001%
7/17/2025 LifeGuide Financial Advisors LLC1,463$904K0.3%+3.1%0.000%
7/17/2025 Greenhouse Wealth Management LLC92,452$57.10M36.8%+5.3%0.009%
7/17/2025 Melfa Wealth Management Inc.3,584$2.21M1.4%-0.7%0.000%
7/17/2025 Eagle Bluffs Wealth Management LLC1,699$1.05M0.5%+9.3%0.000%
7/17/2025 Robbins Farley183$113K0.1%+21.2%0.000%
7/17/2025 Mainsail Financial Group LLC28,993$18.04M8.4%+1.4%0.003%
7/17/2025 Bluesphere Advisors LLC329$203K0.1%N/A0.000%
7/17/2025 Lee Johnson Capital Management LLC946$584K0.2%-39.8%0.000%
7/17/2025 Park Place Capital Corp3,730$2.30M0.5%+79.0%0.000%
7/17/2025 Greenleaf Trust104,448$64.53M0.6%-1.8%0.010%
7/17/2025 Halbert Hargrove Global Advisors LLC642$397K0.0%-7.5%0.000%
7/17/2025 XML Financial LLC7,326$4.53M0.4%+6.9%0.001%
7/17/2025 HCR Wealth Advisors9,776$6.04M0.7%+0.9%0.001%
7/17/2025 Poinciana Advisors Group LLC1,602$990K0.9%+1.2%0.000%
7/17/2025 G&S Capital LLC26,696$16.49M6.5%+8.8%0.003%
7/17/2025 Capital Investment Advisors LLC49,105$30.34M0.5%+4.4%0.005%
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7/17/2025 Leverty Financial Group LLC9,127$5.64M1.7%-18.4%0.001%
7/17/2025 Centennial Wealth Advisory LLC654$404K0.1%+5.7%0.000%
7/17/2025 Bennett Selby Investments LP6,624$4.09M1.5%+2.1%0.001%
7/17/2025 LifeGoal Wealth Advisors582$360K0.3%-72.6%0.000%
7/17/2025 Sterling Investment Advisors Ltd.3,408$2.11M0.5%+3.1%0.000%
7/17/2025 Northwest Wealth Management LLC656$405K0.1%-8.8%0.000%
7/17/2025 Summit Financial Strategies Inc.5,227$3.23M0.3%+1.8%0.001%
7/17/2025 Raleigh Capital Management Inc.13,039$8.06M3.4%+40.9%0.001%
7/17/2025 Asio Capital LLC889$549K0.1%+38.7%0.000%
7/17/2025 LexAurum Advisors LLC2,720$1.68M0.3%-1.9%0.000%
(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, 4,375 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), Kingstone Capital Partners Texas LLC ($8.13B), Northern Trust Corp ($7.90B), Bridgewater Associates LP ($4.82B), D. E. Shaw & Co. Inc. ($3.97B), and TD Asset Management Inc. ($3.83B).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 3,802 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), Kingstone Capital Partners Texas LLC ($13.15M), Cerity Partners LLC ($8.12M), and Bridgewater Associates LP ($7.52M).

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

Institutional investors have bought a total of 178,100,217 shares in the last 24 months. This purchase volume represents approximately $102.56B in transactions.

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

Of the 2,408 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 54,348,670 shares in the last 24 months. This volume of shares sold represents approximately $31.24B in transactions.



This page (NYSEARCA:SPY) was last updated on 7/20/2025 by MarketBeat.com Staff
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