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

SPDR S&P 500 ETF Trust logo
$765.72 +3.12 (+0.41%)
As of 08/21/2026 04:10 PM Eastern

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)
2772
Total
Institutional Inflows
(last 12 months)
$50.86B
Number of
Institutional Sellers
(last 12 months)
2329
Total
Institutional Outflows
(last 12 months)
$60.84B
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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
8/23/2026 Nilsine Partners LLC30,155$22.52M1.6%+0.4%0.003%
8/23/2026 Northeast Planning Associates INC. NH859$641K0.5%-8.7%0.000%
8/23/2026 Nvest Financial LLC23,119$17.27M5.5%+13.1%0.002%
8/23/2026 Hutchens & Kramer Investment Management Group LLC2,688$2.01M0.5%+1.9%0.000%
8/23/2026 Asset Allocation Strategies LLC2,840$2.12M0.3%+18.4%0.000%
8/23/2026 Semitam Bonam LLC6,632$4.95M3.6%-0.7%0.001%
8/23/2026 Fortitude Advisory Group L.L.C.7,861$5.87M2.2%-12.7%0.001%
8/23/2026 Angeles Wealth Management LLC606,525$452.94M17.4%+997.8%0.057%
8/23/2026 Highland Financial Advisors LLC437$326K0.1%N/A0.000%
8/23/2026 Azimuth Capital Investment Management LLC1,131$845K0.0%+5.0%0.000%
8/23/2026 Unique Wealth LLC25,692$19.19M2.2%-8.9%0.002%
8/22/2026 XP Advisory US Inc.103,510$77.30M42.2%N/A0.010%
8/22/2026 Rose Capital Advisors LLC810$605K0.3%N/A0.000%
8/22/2026 NI Acquisitions Company LLC19,221$14.35M5.3%N/A0.002%
8/22/2026 NBH Bank1,334$996K0.4%N/A0.000%
8/22/2026 Gainline Financial Partners LLC3,738$2.79M2.6%N/A0.000%
8/22/2026 MW Advisory LLC4,758$3.55M1.4%N/A0.000%
8/22/2026 Tenet Wealth Partners LLC2,936$2.17M1.6%N/A0.000%
8/22/2026 Maloon Powers Pitre Higgins & Dennehy LLC9,032$6.75M2.3%N/A0.001%
8/22/2026 Markowski Investments100$75K0.0%N/A0.000%
8/22/2026 Centrica Wealth Management LLC605$439K0.3%N/A0.000%
8/22/2026 Old Mission Investment Co LLC10,321$7.73M1.6%N/A0.001%
8/22/2026 OceanIQ Capital LLC1,977$1.52M0.9%N/A0.000%
8/22/2026 Highland Investment Advisors LLC2,111$1.58M0.7%N/A0.000%
8/22/2026 Timbuktu Capital Management LLC10,115$7.55M11.4%N/A0.001%
8/22/2026 Oakmont Investment Advisors Inc.493$368K0.3%N/A0.000%
8/22/2026 Hopwood Nicholas Hunter3,147$2.35M0.6%N/A0.000%
8/22/2026 MOR Wealth Management LLC5,771$4.31M1.7%+8.5%0.001%
8/22/2026 Formulate Financial LLC14,830$11.08M11.7%+3.0%0.001%
8/22/2026 Aureum Wealth Management LLC2,829$2.11M1.3%-0.7%0.000%
8/22/2026 Plan A Wealth LLC2,005$1.50M0.6%+9.1%0.000%
8/22/2026 BAM Wealth Management LLC521$389K0.2%+41.2%0.000%
8/22/2026 SVRN Asset Management LLC30,596$22.85M11.7%+6,624.4%0.003%
8/22/2026 Cornerstone Advisors Asset Management LLC11,061$8.26M1.1%-3.4%0.001%
8/22/2026 Jim Saulnier & Associates LLC731$546K0.3%+17.1%0.000%
8/22/2026 Washington Growth Strategies LLC65,588$48.98M27.2%-0.3%0.006%
8/22/2026 Shum Financial Group Inc.979$731K0.4%N/A0.000%
8/22/2026 SMART Wealth LLC13,093$9.78M2.1%+942.4%0.001%
8/22/2026 Comprehensive Financial Planning Inc. PA4,248$3.17M1.7%+8.8%0.000%
8/22/2026 Investor s Fiduciary Advisor Network LLC442$330K0.1%-67.3%0.000%
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8/22/2026 Legacy Wealth Managment LLC ID755$564K0.2%+138.2%0.000%
8/22/2026 Tudor Financial Inc.3,787$2.83M1.3%-80.6%0.000%
8/22/2026 NWF Advisory Services Inc.10,860$8.11M0.8%+2.7%0.001%
8/22/2026 JANA Partners Management LP342,965$256.12M13.5%-0.2%0.032%
8/22/2026 Rogco LP1,301$972K0.3%+4.2%0.000%
8/22/2026 Syon Capital LLC10,977$8.20M0.4%-0.1%0.001%
8/22/2026 TD Waterhouse Canada Inc.769,996$574.44M1.5%+6.0%0.072%
8/22/2026 Syntax Research Inc.3,364$2.51M1.8%-57.2%0.000%
8/22/2026 Premier Path Wealth Partners LLC842$629K0.1%-6.7%0.000%
8/22/2026 United Community Bank5,328$3.98M1.3%+51.0%0.001%
8/22/2026 Lakeshore Financial Planning Inc.807$603K0.2%+19.9%0.000%
8/22/2026 Prosperitas Financial LLC1,522$1.14M0.4%-9.5%0.000%
8/22/2026 Burford Brothers Inc.3,892$2.91M1.1%-2.0%0.000%
8/22/2026 Allen Mooney & Barnes Investment Advisors LLC21,777$16.26M2.5%+0.1%0.002%
8/21/2026 Alley Investment Management Company LLC6,602$4.93M0.6%-2.6%0.001%
8/21/2026 Mason & Associates Inc1,636$1.22M0.2%-2.0%0.000%
8/21/2026 Integrity Financial Corp WA40,048$29.98M14.4%+4.1%0.004%
8/21/2026 Montz Harcus Wealth Management LLC47,755$35.66M11.7%-1.6%0.004%
8/21/2026 High Net Worth Advisory Group LLC10,701$7.99M1.7%-1.4%0.001%
8/21/2026 Retireful LLC7,984$5.96M5.7%+138.5%0.001%
8/21/2026 ParaFi Capital LP1,961$1.46M0.4%N/A0.000%
8/21/2026 KFG Wealth Management LLC1,038$775K0.1%-3.5%0.000%
8/21/2026 Lowery Thomas LLC12,193$9.11M4.4%-5.1%0.001%
8/21/2026 Beacon Capital Management LLC140,753$105.11M15.4%-15.6%0.013%
8/21/2026 Greenspring Advisors LLC8,167$6.10M0.3%+2.0%0.001%
8/21/2026 Waycross Investment Management Co8,247$6.16M3.6%+41.2%0.001%
8/21/2026 Paragon Private Wealth Management LLC15,749$11.76M3.1%+366.9%0.001%
8/21/2026 Mayport LLC20,483$15.30M2.4%+244.4%0.002%
8/21/2026 Continuum Advisory LLC10,470$7.82M0.6%+5.9%0.001%
8/21/2026 Safeguard Investment Advisory Group LLC49,618$37.05M8.3%-1.2%0.005%
8/21/2026 Orion Capital Management LLC163$122K0.0%+158.7%0.000%
8/21/2026 Ewing Morris & Co. Investment Partners Ltd.2,470$1.85M1.0%-50.1%0.000%
8/21/2026 Round Rock Advisors LLC10,145$7.58M1.0%+16.0%0.001%
8/21/2026 Alamar Capital Management LLC1,506$1.13M0.6%-4.3%0.000%
8/21/2026 InTrack Investment Management Inc2,432$1.82M0.9%-5.2%0.000%
8/21/2026 Hudson Portfolio Management LLC2,663$1.99M1.5%-1.2%0.000%
8/21/2026 Tranquilli Financial Advisor LLC6,206$4.63M2.5%+13.5%0.001%
8/21/2026 EMC Capital Management2,935$2.20M0.9%N/A0.000%
8/21/2026 Twin Lakes Capital Management LLC7,080$5.29M1.7%-3.4%0.001%
8/21/2026 Coppell Advisory Solutions LLC19,884$148K0.0%N/A0.002%
8/21/2026 Firestone Capital Management44,551$33.27M6.2%+1.7%0.004%
8/21/2026 Resolute Advisors LLC28,800$21.56M5.3%-5.7%0.003%
8/21/2026 Atticus Wealth Management LLC127,732$95.39M23.0%-2.2%0.012%
8/21/2026 Natural Investments LLC3,894$2.91M0.7%+80.4%0.000%
8/21/2026 SkyOak Wealth LLC4,405$3.29M0.5%+1.0%0.000%
8/21/2026 XML Financial LLC8,396$6.27M0.5%+4.2%0.001%
8/21/2026 Beacon Financial Advisory LLC6,610$4.94M1.0%-3.7%0.001%
8/21/2026 KFA Private Wealth Group LLC8,862$6.62M1.8%-25.2%0.001%
8/21/2026 Briaud Financial Planning Inc962$718K0.2%-38.8%0.000%
8/21/2026 Sound Financial Strategies Group LLC354$264K0.2%-5.3%0.000%
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8/21/2026 Symphony Financial Ltd. Co.30,254$22.50M2.6%+62.2%0.003%
8/21/2026 Chesapeake Wealth Management7,426$5.55M1.6%+0.8%0.001%
8/21/2026 Retirement Income Solutions Inc.69,678$52.03M8.3%-0.1%0.007%
8/21/2026 Capital Wealth Management LLC12,508$9.34M1.9%-0.5%0.001%
8/21/2026 Independence Bank of Kentucky126,901$94.77M10.6%-2.8%0.012%
8/21/2026 Bedel Financial Consulting Inc.19,763$14.76M1.4%+10.2%0.002%
8/21/2026 Luken Investment Analytics LLC19,297$14.41M4.9%-1.0%0.002%
8/21/2026 Midwest Professional Planners LTD.72,460$54.11M10.5%+6.8%0.007%
8/21/2026 Acorn Wealth Advisors LLC2,595$1.94M0.4%-4.6%0.000%
8/21/2026 Keeler Thomas Management LLC1,048$783K0.3%+16.7%0.000%


SPY Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,756 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), Ironclad Investments LLC ($5.08B), and HRT Financial LP ($4.88B).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 4,149 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 ($32.71M), 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 74,819,087 shares in the last 24 months. This purchase volume represents approximately $50.86B in transactions.

Of the 2,329 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 ($3.04M).

Institutional investors have sold a total of 90,521,840 shares in the last 24 months. This volume of shares sold represents approximately $60.84B in transactions.



Institutional ownership data for NYSEARCA:SPY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/23/2026. New 13F filings are added each quarter as they're published.
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