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

$544.27

+5.86 (+1.09%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Headlines Holdings Ownership Ratings SEC Filings

Current Institutional Ownership Percentage: 63.54%
Number of Institutional Buyers (last 12 months): 2372
Total Institutional Inflows (last 12 months): $34.37B

Number of Institutional Sellers (last 12 months): 1977
Total Institutional Outflows (last 12 months): $36.78B

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SPY Institutional Buying and Selling by Quarter

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SPDR S&P 500 ETF Trust Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	WealthShield Partners LLC	4,144	$2.26M	0.3%	+27.4%	0.000%
7/26/2024	Worth Financial Advisory Group LLC	6,018	$3.28M	2.1%	+7.8%	0.001%
7/26/2024	Harbour Investments Inc.	65,793	$35.81M	1.2%	+9.6%	0.006%
7/26/2024	Park Edge Advisors LLC	1,979	$1.08M	0.3%	-11.6%	0.000%
7/26/2024	Bensler LLC	14,822	$8.07M	1.1%	+2.7%	0.001%
7/26/2024	Eagle Bay Advisors LLC	868	$474K	0.3%	+21.6%	0.000%
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7/26/2024	Patriot Financial Group Insurance Agency LLC	4,631	$2.52M	0.4%	+4.7%	0.000%
7/26/2024	Atomi Financial Group Inc.	29,860	$16.25M	1.2%	+11.7%	0.003%
7/26/2024	Evensky & Katz LLC	5,037	$2.73M	0.2%	+11.5%	0.000%
7/26/2024	Schaeffer Financial LLC	1,231	$670K	0.7%	+172.9%	0.000%
7/26/2024	Wealth Advisory Solutions LLC	66,225	$36.04M	9.8%	-0.7%	0.006%
7/26/2024	Integrity Wealth Solutions LLC	3,007	$1.64M	1.1%	-37.9%	0.000%
7/26/2024	Aspen Investment Management Inc	32,731	$17.81M	8.9%	+6.2%	0.003%
7/26/2024	Sequent Asset Management LLC	4,936	$2.69M	1.4%	+2.1%	0.000%
7/26/2024	Saxony Capital Management LLC	2,450	$1.33M	1.5%	-47.2%	0.000%
7/26/2024	AlphaStar Capital Management LLC	7,212	$3.93M	0.4%	+0.5%	0.001%
7/26/2024	Solstein Capital LLC	26,975	$14.68M	9.0%	+8.9%	0.003%
7/26/2024	Latitude Advisors LLC	11,736	$6.39M	3.9%	-2.9%	0.001%
7/26/2024	My Personal CFO LLC	8,714	$4.74M	2.5%	+1.2%	0.001%
7/26/2024	Pioneer Trust Bank N A OR	27,979	$15.23M	4.1%	+107.6%	0.003%
7/26/2024	Cordant Inc.	20,051	$10.91M	6.1%	-0.8%	0.002%
7/26/2024	Gold Investment Management Ltd.	6,810	$3.71M	1.6%	-0.5%	0.001%
7/26/2024	Signature Estate & Investment Advisors LLC	31,043	$16.89M	0.4%	+255.0%	0.003%
7/26/2024	Allspring Global Investments Holdings LLC	74,936	$40.78M	0.1%	-28.3%	0.007%
7/26/2024	State of Michigan Retirement System	3,101,740	$1.69B	8.7%	-1.3%	0.303%
7/26/2024	Trust Co. of Virginia VA	54,487	$29.65M	2.8%	+0.2%	0.005%
7/26/2024	First Command Advisory Services Inc.	2,447	$1.33M	0.0%	-2.3%	0.000%
7/26/2024	Callan Family Office LLC	62,122	$33.81M	6.5%	+19.5%	0.006%
7/26/2024	Shaker Investments LLC OH	3,203	$1.74M	0.8%	+1.6%	0.000%
7/26/2024	MTM Investment Management LLC	9,509	$5.18M	2.1%	+2.7%	0.001%
7/26/2024	Hyman Charles D	3,753	$2.04M	0.1%	-0.6%	0.000%
7/26/2024	St. Johns Investment Management Company LLC	19,525	$10.63M	5.0%	+4.7%	0.002%
7/26/2024	SlateStone Wealth LLC	116,110	$63.19M	6.8%	-4.7%	0.011%
7/26/2024	Bailard Inc.	205,869	$112.04M	3.1%	-0.9%	0.020%
7/26/2024	Verdence Capital Advisors LLC	47,919	$26.08M	2.3%	+0.5%	0.005%
7/26/2024	Paulson Wealth Management Inc.	19,514	$10.62M	3.1%	-8.7%	0.002%
7/26/2024	Bank of New York Mellon Corp	3,407,656	$1.85B	0.4%	+2.2%	0.332%
7/26/2024	Catalyst Financial Partners LLC	17,610	$9.58M	2.1%	+1.9%	0.002%
7/26/2024	Bristlecone Advisors LLC	23,351	$12.71M	1.1%	-1.6%	0.002%
7/26/2024	TFG Advisers LLC	1,364	$743K	0.3%	+1.6%	0.000%
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7/26/2024	Salomon & Ludwin LLC	50,597	$27.54M	3.1%	-11.8%	0.005%
7/26/2024	Townsend Asset Management Corp NC ADV	2,397	$1.31M	0.5%	+0.9%	0.000%
7/26/2024	Patten Group Inc.	13,352	$7.27M	1.7%	-1.2%	0.001%
7/26/2024	Proficio Capital Partners LLC	54,322	$29.56M	3.1%	-0.1%	0.005%
7/25/2024	Roger Wittlin Investment Advisory LLC	12,213	$6.65M	4.3%	+130.4%	0.001%
7/25/2024	New Millennium Group LLC	124	$67K	0.0%	N/A	0.000%
7/25/2024	First Heartland Consultants Inc.	45,352	$24.68M	1.7%	+12.7%	0.004%
7/25/2024	Addison Capital Co	17,036	$9.27M	4.0%	+69.0%	0.002%
7/25/2024	MinichMacGregor Wealth Management LLC	19,278	$10.49M	2.5%	-0.7%	0.002%
7/25/2024	Easterly Investment Partners LLC	250,094	$136.11M	12.0%	+2.0%	0.024%
7/25/2024	Cypress Capital Group	20,439	$11.12M	1.3%	-0.3%	0.002%
7/25/2024	Wedgewood Investors Inc. PA	4,132	$2.25M	2.7%	N/A	0.000%
7/25/2024	Pineridge Advisors LLC	31,711	$17.26M	5.9%	+71,970.5%	0.003%
7/25/2024	Highland Capital Management LLC	5,918	$3.22M	0.2%	-3.1%	0.001%
7/25/2024	Capital Advisors Ltd. LLC	125,609	$68.36M	8.9%	+0.4%	0.012%
7/25/2024	AMG National Trust Bank	718,893	$391.24M	10.6%	+10.6%	0.070%
7/25/2024	Tempus Wealth Planning LLC	5,371	$2.92M	1.2%	+9.3%	0.001%
7/25/2024	Overbrook Management Corp	374	$204K	0.1%	-28.5%	0.000%
7/25/2024	SimpliFi Inc.	30,286	$16.48M	7.6%	-0.3%	0.003%
7/25/2024	Dodds Wealth LLC	604	$336K	0.1%	-3.0%	0.000%
7/25/2024	Compass Capital Management Inc.	825	$449K	0.0%	-10.2%	0.000%
7/25/2024	AMI Investment Management Inc.	23,687	$12.89M	4.5%	-0.2%	0.002%
7/25/2024	Access Financial Services Inc.	1,169	$636K	0.3%	-1.7%	0.000%
7/25/2024	Independence Bank of Kentucky	40,735	$22.17M	5.9%	+5.8%	0.004%
7/25/2024	Bryant Woods Investment Advisors LLC	1,237	$673K	0.5%	-6.2%	0.000%
7/25/2024	Clear Creek Financial Management LLC	12,666	$6.90M	0.8%	-0.4%	0.001%
7/25/2024	Aries Wealth Management	17,011	$9.26M	2.9%	+1.7%	0.002%
7/25/2024	Forbes Financial Planning Inc.	6,993	$3.81M	3.0%	-1.5%	0.001%
7/25/2024	Levy Wealth Management Group LLC	2,209	$1.20M	0.3%	-5.8%	0.000%
7/25/2024	Pettinga Financial Advisors LLC	13,886	$7.56M	1.9%	+8.5%	0.001%
7/25/2024	Pinnacle Wealth Management Advisory Group LLC	50,136	$27.29M	2.8%	+2.0%	0.005%
7/25/2024	Destiny Wealth Partners LLC	10,421	$5.67M	1.0%	+3.0%	0.001%
7/25/2024	Community Financial Services Group LLC	4,771	$2.60M	0.6%	-0.6%	0.000%
7/25/2024	Moody Lynn & Lieberson LLC	21,274	$11.58M	0.8%	-0.5%	0.002%
7/25/2024	Yeomans Consulting Group Inc.	2,347	$1.28M	0.5%	-1.3%	0.000%
7/25/2024	Miramar Fiduciary Corp	5,349	$2.91M	0.8%	+16.8%	0.001%
7/25/2024	Tranquility Partners LLC	2,421	$1.32M	0.5%	+2.3%	0.000%
7/25/2024	Retirement Solution LLC	1,231	$670K	0.2%	+8.9%	0.000%
7/25/2024	Tanager Wealth Management LLP	769	$420K	0.1%	-8.6%	0.000%
7/25/2024	Sterling Investment Counsel LLC	4,157	$2.26M	0.9%	+6.7%	0.000%
7/25/2024	Institute for Wealth Management LLC.	9,520	$5.18M	0.7%	-92.8%	0.001%
7/25/2024	RPS Advisory Solutions LLC	6,895	$3.75M	3.5%	N/A	0.001%
7/25/2024	Washburn Capital Management Inc.	62,322	$33.92M	24.2%	+0.2%	0.006%
7/25/2024	Kanawha Capital Management LLC	9,954	$5.42M	0.4%	-0.2%	0.001%
7/25/2024	Planning Alternatives Ltd. ADV	19,204	$10.45M	1.7%	-8.3%	0.002%
7/25/2024	Red Cedar Investment Management LLC	14,250	$7.76M	1.1%	-13.2%	0.001%
7/25/2024	RFP Financial Group LLC	1,590	$865K	0.3%	-4.9%	0.000%
7/25/2024	Etesian Wealth Advisors Inc.	11,377	$6.19M	3.5%	+2.9%	0.001%
7/25/2024	Laurel Wealth Planning LLC	1,895	$1.03M	0.7%	-29.8%	0.000%
7/25/2024	Waterway Wealth Management LLC	4,905	$2.67M	1.3%	-8.2%	0.000%
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7/25/2024	Bank Pictet & Cie Europe AG	55,542	$30.23M	0.7%	+7.3%	0.005%
7/25/2024	Banque Pictet & Cie SA	29,375	$15.99M	0.1%	-1.4%	0.003%
7/25/2024	First Merchants Corp	19,695	$10.72M	0.4%	-0.5%	0.002%
7/25/2024	Nichols & Pratt Advisers LLP MA	1,486	$809K	0.1%	+4.1%	0.000%
7/25/2024	Financial Guidance Group Inc.	19,383	$10.55M	6.5%	+10.3%	0.002%
7/25/2024	Pictet North America Advisors SA	6,853	$3.73M	0.4%	-1.9%	0.001%
7/25/2024	Waypoint Wealth Partners Inc.	1,131	$616K	0.2%	-8.1%	0.000%
7/25/2024	Beacon Capital Management LLC	281,423	$153.16M	28.2%	+5.2%	0.028%
7/25/2024	Atlantic Union Bankshares Corp	28,986	$15.78M	1.0%	+353.5%	0.003%
7/25/2024	Capital Insight Partners LLC	6,625	$3.61M	0.7%	-0.9%	0.001%

(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, 3,750 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 ($6.46B), Cerity Partners LLC ($4.22B), TD Asset Management Inc ($3.88B), TD Asset Management Inc. ($3.66B), Mizuho Securities USA LLC ($3.19B), and Northwestern Mutual Wealth Management Co. ($2.18B).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 3,302 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), Envestnet Asset Management Inc. ($27.31M), Barclays PLC ($15.39M), International Assets Investment Management LLC ($11.39M), Cerity Partners LLC ($8.62M), Bishop Rock Capital L.P. ($7.95M), and Bank of Nova Scotia ($7.10M).

How much institutional buying is happening at SPDR S&P 500 ETF Trust?: Institutional investors have bought a total of 1,852,133,968 shares in the last 24 months. This purchase volume represents approximately $815.81B in transactions.
Which SPDR S&P 500 ETF Trust major shareholders have been selling company stock?: Of the 2,688 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. ($28.16M), Cibc World Markets Corp ($6.46M), Morgan Stanley ($6.07M), TD Asset Management Inc. ($4.44M), TD Asset Management Inc ($4.25M), First Republic Investment Management Inc. ($2.63M), and ING Groep NV ($2.52M).
How much institutional selling is happening at SPDR S&P 500 ETF Trust?: Institutional investors have sold a total of 129,471,633 shares in the last 24 months. This volume of shares sold represents approximately $56.19B in transactions.