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

SPDR S&P 500 ETF Trust logo
$749.17 -5.78 (-0.77%)
Closing price 04:10 PM Eastern
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$748.16 -1.01 (-0.13%)
As of 08:00 PM 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)
3136
Total
Institutional Inflows
(last 12 months)
$85.22B
Number of
Institutional Sellers
(last 12 months)
2603
Total
Institutional Outflows
(last 12 months)
$67.30B
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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
7/12/2026 SL Advisors LLC1,947$1.45M2.5%-9.3%0.000%
7/10/2026 Lee Kelleher & Klein Wealth Management18,095$13.51M7.1%-1.0%0.002%
7/10/2026 Regent Peak Wealth Advisors LLC6,043$4.51M0.8%-32.8%0.001%
7/10/2026 Abound Wealth Management15,868$11.85M2.4%+1.3%0.002%
7/10/2026 Northside Capital Management LLC19,282$14.40M1.2%-1.4%0.002%
7/10/2026 Investors Research Corp2,752$2.06M0.4%+168.5%0.000%
7/10/2026 Annex Advisory Services LLC12,658$9.45M0.2%+4.4%0.001%
7/10/2026 Insight Wealth Strategies LLC6,414$4.78M0.5%-5.0%0.001%
7/10/2026 Butensky & Cohen Financial Security Inc.965$720K0.2%-2.8%0.000%
7/10/2026 Hudson Value Partners LLC2,239$1.67M0.4%+0.7%0.000%
7/10/2026 Whitener Capital Management Inc.533$398K0.1%+30.6%0.000%
7/10/2026 Leverty Financial Group LLC8,340$6.23M1.2%-1.7%0.001%
7/10/2026 Taylor & Morgan Wealth Management LLC49,347$36.85M18.2%+2.9%0.005%
7/10/2026 FORM Wealth Advisors LLC280$209K0.0%N/A0.000%
7/10/2026 Ramsey Quantitative Systems127,043$94.87M85.0%-7.5%0.012%
7/10/2026 JFS Wealth Advisors LLC20,373$15.22M0.8%+1.0%0.002%
7/10/2026 Kennicott Capital Management LLC24,875$18.58M8.6%+0.9%0.002%
7/10/2026 Magnolia Capital Management Ltd.29,595$22.10M15.3%-13.3%0.003%
7/10/2026 Sunesis Advisors LLC6,472$4.83M2.0%-1.0%0.001%
7/10/2026 GenWealth Group Inc.14,669$10.95M1.7%-1.2%0.001%
7/10/2026 Dagco Inc.727$543K0.1%+12.4%0.000%
7/10/2026 West Branch Capital LLC30,320$22.64M5.3%+0.5%0.003%
7/10/2026 Canvas Wealth Advisors LLC2,035$1.52M0.2%-0.7%0.000%
7/10/2026 Rise Advisors LLC1,979$1.48M0.4%+3.2%0.000%
7/10/2026 William Mack & Associates Inc.1,475$1.10M0.4%+14.6%0.000%
7/10/2026 Fiduciary Financial Group LLC4,218$3.15M0.4%-2.0%0.000%
7/10/2026 Lam Group Inc.2,028$1.51M0.8%+1.4%0.000%
7/10/2026 G&S Capital LLC26,940$20.12M5.8%+1.5%0.003%
7/10/2026 Kentucky Trust Co215$161K0.1%+12.0%0.000%
7/10/2026 Torren Management LLC744$555K0.3%-11.7%0.000%
7/10/2026 Diversified Management Inc.51,464$38.43M8.2%-0.2%0.005%
7/10/2026 Clarus Wealth Advisors31,542$23.51M9.0%-1.7%0.003%
7/10/2026 Peoples Bank KS936$699K0.7%-17.6%0.000%
7/10/2026 City Holding Co.5,524$4.13M0.5%-1.4%0.001%
7/10/2026 Charles Schwab Trust Co7,653$5.72M0.3%+158.9%0.001%
7/10/2026 Salvus Wealth Management LLC647$483K0.3%-10.9%0.000%
7/10/2026 KWB Wealth824$615K0.1%+54.6%0.000%
7/10/2026 Prosperity Planning Inc.5,927$4.43M1.0%-2.8%0.001%
7/10/2026 Spinnaker Investment Group LLC6,004$4.48M0.7%+76.8%0.001%
7/10/2026 Affiance Financial LLC5,966$4.46M0.6%-2.7%0.001%
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7/10/2026 Highland Financial Advisors LLC437$326K0.1%N/A0.000%
7/10/2026 Fulcrum Equity Management398$297K0.2%N/A0.000%
7/10/2026 Redhawk Wealth Advisors Inc.41,279$30.83M3.0%-19.2%0.004%
7/10/2026 Sage Capital Advisors llc17,682$13.20M2.7%+0.3%0.002%
7/10/2026 LVM Capital Management Ltd. MI17,432$13.02M1.1%-2.2%0.002%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors14,855$11.09M1.2%-2.1%0.001%
7/10/2026 Fulton Bank N.A.3,723$2.78M0.1%+13.9%0.000%
7/10/2026 Wealthcare Advisory Partners LLC87,230$65.14M1.2%-48.3%0.008%
7/9/2026 Kraft Davis & Associates LLC10,941$8.14M1.7%+3.0%0.001%
7/9/2026 Kopp Family Office LLC30,163$22.53M13.8%+0.9%0.003%
7/9/2026 Financial Management Professionals Inc.28,168$21.09M2.0%+460.2%0.003%
7/9/2026 Harrell Investment Partners LLC989$739K0.2%-5.9%0.000%
7/9/2026 Shrier Wealth Management LLC1,219$910K0.3%-5.5%0.000%
7/9/2026 Ares Financial Consulting LLC813$607K0.4%+153.3%0.000%
7/9/2026 Key Client Fiduciary Advisors LLC12,975$9.69M2.8%+4.7%0.001%
7/9/2026 Asset Advisory Group Inc.9,740$7.27M3.2%-0.2%0.001%
7/9/2026 Vista Investment Partners LLC18,486$13.81M3.5%+0.2%0.002%
7/9/2026 Centurion Wealth Management LLC2,659$1.99M0.5%-41.8%0.000%
7/9/2026 Bay Rivers Group9,946$7.43M2.5%+0.6%0.001%
7/9/2026 Wealthcare Capital Partners LLC2,799$2.09M0.9%+20.9%0.000%
7/9/2026 CPA Asset Management Group LLC996$743K0.2%-9.5%0.000%
7/9/2026 Financial Advisory Corp1,700$1.27M0.2%-2.0%0.000%
7/9/2026 Friday Financial302$226K0.1%N/A0.000%
7/9/2026 Fortitude Financial LLC927$692K0.6%-99.2%0.000%
7/9/2026 Baron Financial Group LLC33,282$24.85M11.9%+1.9%0.003%
7/9/2026 DiPaolo Financial Group Inc.287$214K0.1%N/A0.000%
7/9/2026 Contravisory Investment Management Inc.264$197K0.0%+18.9%0.000%
7/9/2026 Sapient Capital LLC89,403$66.94M0.9%-4.3%0.009%
7/9/2026 AFG Fiduciary Services Limited Partnership29,741$22.15M17.2%-93.8%0.003%
7/9/2026 Atlas Brown Inc.8,316$6.21M1.7%-1.9%0.001%
7/9/2026 World Equity Group Inc.25,200$18.82M4.2%+108.5%0.002%
7/9/2026 Professional Financial Advisors LLC483$361K0.1%+4.3%0.000%
7/9/2026 Next Level Private LLC15,705$11.73M2.3%-1.6%0.001%
7/9/2026 Focus Financial Network Inc.39,307$29.35M0.9%+1.1%0.004%
7/9/2026 Fluent Financial LLC54,729$40.87M14.6%+706.9%0.005%
7/9/2026 Legacy Wealth Management LLC9,742$7.28M0.4%+0.3%0.001%
7/9/2026 Pettinga Financial Advisors LLC31,658$23.64M3.8%+17.0%0.003%
7/9/2026 Capital Wealth Management LLC12,508$9.34M2.2%-0.5%0.001%
7/9/2026 Vertrix Wealth Management LLC519$387K0.1%-6.0%0.000%
7/9/2026 Melone Private Wealth LLC290$216K0.1%-32.7%0.000%
7/9/2026 Allied Private Wealth LLC435$325K0.2%N/A0.000%
7/9/2026 IFC & Insurance Marketing Inc.1,069$798K0.7%+4.9%0.000%
7/9/2026 Corepath Wealth Partners LLC358$267K0.2%-27.1%0.000%
7/9/2026 Herbst Group LLC13,015$9.72M5.3%-1.7%0.001%
7/9/2026 StoneCrest Wealth Management Inc.750$560K0.2%-8.1%0.000%
7/9/2026 Great Waters Wealth Management1,571$1.17M0.1%+58.8%0.000%
7/9/2026 Exchange Bank2,214$1.65M1.0%-22.7%0.000%
7/9/2026 HF Advisory Group LLC1,982$1.48M0.5%+1.3%0.000%
7/9/2026 Arista Wealth Management LLC26,551$19.83M2.1%-0.2%0.003%
7/9/2026 GoalVest Advisory LLC3,770$2.82M0.5%+7.5%0.000%
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7/9/2026 Yanni & Associates Investment Advisors LLC24,708$18.45M17.0%-1.5%0.002%
7/9/2026 Tactive Advisors LLC4,524$3.38M0.8%-70.7%0.000%
7/9/2026 Everhart Financial Group Inc.2,521$1.88M0.1%-77.5%0.000%
7/9/2026 Sax Wealth Advisors LLC31,528$23.54M0.9%+8.0%0.003%
7/9/2026 Oliver Luxxe Assets LLC10,257$7.66M1.1%-1.4%0.001%
7/9/2026 Everpar Advisors LLC4,310$3.22M0.9%+16.4%0.000%
7/9/2026 Avity Investment Management Inc.11,049$8.25M0.5%+1.7%0.001%
7/9/2026 Adamsbrown Wealth Consultants LLC1,710$1.28M0.2%+69.6%0.000%
7/9/2026 Hennion & Walsh Asset Management Inc.6,948$5.19M0.1%+2.4%0.001%
7/9/2026 Windsor Capital Management LLC5,627$4.20M1.1%-5.9%0.001%


SPY Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,790 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), HRT Financial LP ($4.88B), and Gotham Asset Management LLC ($4.59B).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 4,201 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 ($32.68M), 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 131,158,181 shares in the last 24 months. This purchase volume represents approximately $85.22B in transactions.

Of the 2,603 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 ($3.66M).

Institutional investors have sold a total of 101,247,377 shares in the last 24 months. This volume of shares sold represents approximately $67.30B in transactions.


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This page (NYSEARCA:SPY) was last updated on 7/13/2026 by MarketBeat.com Staff.
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