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DOW   39,069.61 (+0.19%)
QQQ   443.10 (+0.93%)
AAPL   177.47 (-1.81%)
MSFT   412.66 (-0.24%)
META   499.53 (+1.92%)
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AMZN   177.76 (+0.57%)
TSLA   201.58 (-0.15%)
NVDA   815.00 (+3.02%)
NIO   5.83 (+1.39%)
AMD   199.33 (+3.53%)
BABA   74.85 (+1.11%)
T   16.99 (+0.35%)
F   12.49 (+0.40%)
MU   95.39 (+5.28%)
CGC   3.25 (-1.22%)
GE   158.99 (+1.34%)
DIS   111.65 (+0.06%)
AMC   4.45 (+3.01%)
PFE   26.55 (-0.04%)
PYPL   60.45 (+0.18%)
XOM   106.06 (+1.47%)
S&P 500   5,124.09 (+0.55%)
DOW   39,069.61 (+0.19%)
QQQ   443.10 (+0.93%)
AAPL   177.47 (-1.81%)
MSFT   412.66 (-0.24%)
META   499.53 (+1.92%)
GOOGL   137.93 (-0.38%)
AMZN   177.76 (+0.57%)
TSLA   201.58 (-0.15%)
NVDA   815.00 (+3.02%)
NIO   5.83 (+1.39%)
AMD   199.33 (+3.53%)
BABA   74.85 (+1.11%)
T   16.99 (+0.35%)
F   12.49 (+0.40%)
MU   95.39 (+5.28%)
CGC   3.25 (-1.22%)
GE   158.99 (+1.34%)
DIS   111.65 (+0.06%)
AMC   4.45 (+3.01%)
PFE   26.55 (-0.04%)
PYPL   60.45 (+0.18%)
XOM   106.06 (+1.47%)
S&P 500   5,124.09 (+0.55%)
DOW   39,069.61 (+0.19%)
QQQ   443.10 (+0.93%)
AAPL   177.47 (-1.81%)
MSFT   412.66 (-0.24%)
META   499.53 (+1.92%)
GOOGL   137.93 (-0.38%)
AMZN   177.76 (+0.57%)
TSLA   201.58 (-0.15%)
NVDA   815.00 (+3.02%)
NIO   5.83 (+1.39%)
AMD   199.33 (+3.53%)
BABA   74.85 (+1.11%)
T   16.99 (+0.35%)
F   12.49 (+0.40%)
MU   95.39 (+5.28%)
CGC   3.25 (-1.22%)
GE   158.99 (+1.34%)
DIS   111.65 (+0.06%)
AMC   4.45 (+3.01%)
PFE   26.55 (-0.04%)
PYPL   60.45 (+0.18%)
XOM   106.06 (+1.47%)
S&P 500   5,124.09 (+0.55%)
DOW   39,069.61 (+0.19%)
QQQ   443.10 (+0.93%)
AAPL   177.47 (-1.81%)
MSFT   412.66 (-0.24%)
META   499.53 (+1.92%)
GOOGL   137.93 (-0.38%)
AMZN   177.76 (+0.57%)
TSLA   201.58 (-0.15%)
NVDA   815.00 (+3.02%)
NIO   5.83 (+1.39%)
AMD   199.33 (+3.53%)
BABA   74.85 (+1.11%)
T   16.99 (+0.35%)
F   12.49 (+0.40%)
MU   95.39 (+5.28%)
CGC   3.25 (-1.22%)
GE   158.99 (+1.34%)
DIS   111.65 (+0.06%)
AMC   4.45 (+3.01%)
PFE   26.55 (-0.04%)
PYPL   60.45 (+0.18%)
XOM   106.06 (+1.47%)

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

$510.87
+2.79 (+0.55%)
(As of 12:10 PM ET)

Institutional Ownership Changes (13F Filings) for SPDR S&P 500 ETF Trust (NYSEARCA:SPY)

Current
Institutional Ownership
Percentage
59.31%
Number of
Institutional Buyers
(last 12 months)
2444
Total
Institutional Inflows
(last 12 months)
$795.35 B
Number of
Institutional Sellers
(last 12 months)
2128
Total
Institutional Outflows
(last 12 months)
$36.83 B
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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
2/29/2024Scarborough Advisors LLC68$32K0.0%N/A0.000%
2/29/2024Quintet Private Bank Europe S.A.19,094$9.08M0.6%-3.6%0.002%
2/28/2024EP Wealth Advisors LLC364,325$173.17M2.2%+7.1%0.037%
2/28/2024Abel Hall LLC8,148$3.87M3.3%N/A0.001%
2/27/2024Zeno Equity Partners LLP1,106$0.53M0.1%N/A0.000%
2/27/2024Beaird Harris Wealth Management LLC4,840$2.30M0.2%-48.7%0.000%
2/27/2024Lazari Capital Management Inc.2,755$1.31M0.7%-2.0%0.000%
2/27/2024ARQ Wealth Advisors LLC1,977$0.94M0.6%-4.8%0.000%
2/26/2024Syon Capital LLC2,131$1.01M0.1%N/A0.000%
2/26/2024Great Oak Capital Partners LLC1,296$0.62M0.3%N/A0.000%
2/26/2024Centaurus Financial Inc.71,260$33.87M2.6%+51.4%0.007%
2/26/2024Teachers Retirement System of The State of Kentucky56,594$26.90M0.3%-0.2%0.006%
2/23/2024Cim LLC1,523$0.77M0.1%N/A0.000%
2/23/2024Arkansas Financial Group Inc.10,603$5.04M0.9%-3.0%0.001%
2/23/2024TKG Advisors LLC28,521$13.56M8.1%+4.5%0.003%
2/23/2024Chicago Partners Investment Group LLC83,269$40.42M1.9%+0.5%0.009%
2/23/2024Beacon Financial Group2,209$1.05M0.1%+38.1%0.000%
2/22/2024Peterson Wealth Management21,599$10.27M9.2%-18.5%0.002%
2/22/2024Sierra Summit Advisors LLC2,474$1.18M0.3%N/A0.000%
2/22/2024Landmark Wealth Management Inc.2,917$1.39M14.3%N/A0.000%
2/22/2024Scarborough Advisors LLC3,929$1.87M0.1%N/A0.000%
2/22/2024Proathlete Wealth Management LLC2,964$1.41M0.8%N/A0.000%
2/22/2024Napa Wealth Management1,469$0.70M0.4%N/A0.000%
2/22/2024Sun Life Financial Inc.1,813,548$862M52.1%-0.8%0.185%
2/21/2024Raleigh Capital Management Inc.15,814$7.52M3.5%+7.7%0.002%
2/21/2024WNY Asset Management LLC5,528$2.63M0.4%+0.8%0.001%
2/21/2024Garde Capital Inc.10,046$4.78M0.4%-1.2%0.001%
2/21/2024American Trust11,405$5.42M0.4%-14.8%0.001%
2/21/2024Smith Shellnut Wilson LLC ADV1,050$0.50M0.3%+24.7%0.000%
2/21/2024Novak & Powell Financial Services Inc.10,335$4.91M3.3%N/A0.001%
2/20/2024GLOBALT Investments LLC GA5,198$2.47M0.1%N/A0.001%
2/20/2024Able Wealth Management LLC2,442$1.16M1.1%N/A0.000%
2/20/2024Polen Capital Management LLC662$0.32M0.0%N/A0.000%
2/20/2024Clarity Capital Partners LLC2,333$1.11M0.8%N/A0.000%
2/20/2024Nepc LLC35,515$16.88M0.9%N/A0.004%
2/20/2024Prospect Financial Services LLC1,017$0.48M0.5%N/A0.000%
2/20/2024Pacific Center for Financial Services21,749$10.34M3.3%+1,919.4%0.002%
2/20/2024Voisard Asset Management Group Inc.36,047$17.13M10.3%N/A0.004%
2/20/2024Covenant Partners LLC1,116$0.53M0.2%N/A0.000%
2/20/2024Taylor Financial Group Inc.2,994$1.42M1.2%N/A0.000%
2/17/2024FIL Ltd121,916$57.95M0.1%+133.8%0.012%
2/17/2024Madison Wealth Partners Inc8,077$3.84M1.5%+0.9%0.001%
2/16/2024Price T Rowe Associates Inc. MD7,736$3.68M0.0%+44.2%0.001%
2/16/2024Burford Brothers Inc.1,686$0.80M0.6%N/A0.000%
2/16/2024DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main189,669$90.14M0.1%-27.8%0.019%
2/16/2024Hobbs Group Advisors LLC723$0.34M0.2%N/A0.000%
2/16/2024D L Carlson Investment Group Inc.6,022$3.02M0.6%-0.6%0.001%
2/16/2024SageView Advisory Group LLC21,393$10.50M0.4%-13.7%0.002%
2/16/2024Sanibel Captiva Trust Company Inc.27,777$13.20M0.5%N/A0.003%
2/16/2024CMG Global Holdings LLC13,052$6.55M4.8%+9.5%0.001%
2/16/2024Childress Capital Advisors LLC23,890$11.36M3.4%+11.2%0.002%
2/16/2024Oarsman Capital Inc.2,541$1.21M0.3%+3.0%0.000%
2/16/2024Harbour Investments Inc.58,053$27.59M1.1%+13.3%0.006%
2/16/2024Wealthquest Corp5,219$2.48M0.3%-2.3%0.001%
2/16/2024Aspect Partners LLC66,010$31.38M20.2%N/A0.007%
2/16/2024Optimist Retirement Group LLC4,561$2.17M1.4%N/A0.000%
2/16/2024O Dell Group LLC44,657$21.23M5.6%+0.1%0.005%
2/15/2024Ashford Capital Management Inc.13,312$6.33M0.8%+0.5%0.001%
2/15/2024GR Financial Group LLC482,891$229.52M81.5%N/A0.049%
2/15/2024Aragon Global Management LP44,580$21.19M12.0%N/A0.005%
2/15/2024Arkos Global Advisors105,850$50.31M9.2%-2.2%0.011%
2/15/2024Mercer Global Advisors Inc. ADV1,160,190$551.45M1.7%+194.0%0.119%
2/15/2024Medici Capital LLC34,044$16.18M18.8%N/A0.003%
2/15/2024Mango Five Family Inc.2,114$1.01M0.4%N/A0.000%
2/15/2024Westshore Wealth LLC116,488$55.37M25.6%+6.4%0.012%
2/15/2024Chartwell Investment Partners LLC3,003$1.43M0.1%-81.2%0.000%
2/15/2024Venture Visionary Partners LLC111,581$53.04M2.8%-12.0%0.011%
2/15/2024Morse Asset Management Inc1,401$0.67M0.2%+1.4%0.000%
2/15/2024Townsquare Capital LLC55,216$26.25M0.4%+11.8%0.006%
2/15/2024Coastal Bridge Advisors LLC2,135$1.02M0.3%+212.6%0.000%
2/15/2024Front Row Advisors LLC3,097$1.48M0.7%-4.9%0.000%
2/15/2024Cape Cod Five Cents Savings Bank6,443$3.06M0.3%-49.2%0.001%
2/15/2024Swmg LLC1,128$0.54M0.3%-5.0%0.000%
2/15/2024Midwest Professional Planners LTD.97,401$46.30M18.5%-6.1%0.010%
2/15/2024Virtue Capital Management LLC5,110$2.39M0.5%N/A0.001%
2/15/2024Blue Edge Capital LLC32,876$15.62M2.9%+10.0%0.003%
2/15/2024Ruggaard & Associates LLC1,283$0.61M0.3%-6.7%0.000%
2/15/2024Dagco Inc.110$52K0.0%N/A0.000%
2/15/2024Main Street Group LTD4,607$2.19M0.8%N/A0.000%
2/15/2024Kensington Investment Counsel LLC708$0.34M0.2%-14.1%0.000%
2/15/2024Horizon Kinetics Asset Management LLC2,730$1.30M0.0%-1.2%0.000%
2/15/2024Moneta Group Investment Advisors LLC131,018$62.27M1.2%+0.6%0.013%
2/15/2024Wunderlich Capital Managemnt4,216$2M0.9%-1.7%0.000%
2/15/2024Yahav Achim Ve Achayot Provident Funds Management Co Ltd.3,225$1.54M1.3%-88.7%0.000%
2/15/2024Encompass More Asset Management1,008$0.48M0.5%N/A0.000%
2/15/2024Coyle Financial Counsel LLC4,702$2.24M0.9%+12.5%0.000%
2/15/2024Port Capital LLC11,922$5.67M0.3%+0.7%0.001%
2/15/2024Wexford Capital LP2,596$1.23M0.3%-87.0%0.000%
2/15/2024Primoris Wealth Advisors LLC2,500$1.19M1.1%+25.0%0.000%
2/15/2024SkyView Investment Advisors LLC5,700$2.71M0.7%-59.6%0.001%
2/15/2024Atlas Capital Advisors LLC18,890$8.98M1.3%-11.5%0.002%
2/15/2024Fayez Sarofim & Co5,422$2.72M0.0%-46.2%0.001%
2/15/2024Vanguard Group Inc.90,168$42.86M0.0%-1.0%0.009%
2/15/2024Voya Investment Management LLC12,656$6.02M0.0%-3.0%0.001%
2/15/2024Vernal Point Advisors LLC1,860$0.89M0.9%N/A0.000%
2/15/2024Vident Advisory LLC19,154$9.10M0.2%+0.2%0.002%
2/15/2024Vienna Asset Management LLC8,676$4.10M3.7%N/A0.001%
2/15/2024Waters Parkerson & CO. LLC5,711$2.71M0.2%-3.8%0.001%
2/15/2024Websterrogers Financial Advisors LLC2,148$1.02M0.4%-2.0%0.000%
2/15/2024Wimmer Associates 1 LLC8,988$4.27M2.4%-0.3%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, 3,761 institutional investors and hedge funds held shares of SPDR S&P 500 ETF Trust. The most heavily invested institutionals were Morgan Stanley ($10.34B), TFO Wealth Partners LLC ($9.03B), Northern Trust Corp ($6.46B), TD Asset Management Inc ($4.85B), Cerity Partners LLC ($4.22B), TD Asset Management Inc. ($3.66B), 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?

59.31% 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 3,349 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), Moneta Group Investment Advisors LLC ($153.91M), Barclays PLC ($44.28M), Envestnet Asset Management Inc. ($27.31M), International Assets Investment Management LLC ($11.39M), Cerity Partners LLC ($8.75M), and Bishop Rock Capital L.P. ($7.95M).

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

Institutional investors have bought a total of 2,065,337,981 shares in the last 24 months. This purchase volume represents approximately $899.90B in transactions.

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

Of the 2,707 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), Hsbc Holdings PLC ($15.31M), Morgan Stanley ($13.36M), Cibc World Markets Corp ($6.46M), Aaron Wealth Advisors LLC ($6.29M), TD Asset Management Inc. ($4.97M), and First Republic Investment Management Inc. ($2.63M).

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

Institutional investors have sold a total of 155,691,144 shares in the last 24 months. This volume of shares sold represents approximately $65.54B in transactions.


This page (NYSEARCA:SPY) was last updated on 3/1/2024 by MarketBeat.com Staff