Go Pro
→ Bank of America: 'Digital Dollar Inevitable' (From Decentralized Masters) (Ad)tc pixel Free SPY Stock Alerts

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

SPDR S&P 500 ETF Trust logo
$769.74 +5.75 (+0.75%)
As of 03:46 PM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

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)
2777
Total
Institutional Inflows
(last 12 months)
$51.11B
Number of
Institutional Sellers
(last 12 months)
2340
Total
Institutional Outflows
(last 12 months)
$61.12B
Get SPY Insider Trade Alerts

Want to know when executives and insiders are buying or selling SPDR S&P 500 ETF Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

SPY Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/1/2026Hickory Point Bank & Trust21,804$16.63M10.1%-1.3%0.002%
10/1/2026Coastline Trust Co18,622$14.20M1.3%-22.0%0.002%
9/29/2026Greenwich Wealth Management LLC245,229$183.13M6.7%-29.0%0.023%
9/23/2026QRG Capital Management Inc.14,317$10.69M0.1%+30.9%0.001%
9/23/2026Envestnet Portfolio Solutions Inc.416,956$311.36M1.4%+12.8%0.040%
9/23/2026Envestnet Asset Management Inc.2,603,752$1.94B0.3%+0.7%0.252%
9/22/2026State Street Corp1,651,575$1.24B0.0%+3.6%0.160%
9/18/2026Security National Bank of SO Dak255$190K0.1%N/A0.000%
9/11/2026Bullseye Investment Management LLC260$194K0.1%N/A0.000%
9/11/2026Smith Chas P & Associates PA Cpas40,633$30.34M1.5%+2.7%0.004%
9/11/2026Talon Private Wealth LLC1,086$811K0.1%+6.5%0.000%
9/10/2026U S Wealth Group LLC.340$254K0.1%-97.3%0.000%
9/9/2026Rench Wealth Management Inc.1,172$875K0.2%+1.5%0.000%
9/9/2026Bouchey Financial Group Ltd.23,671$17.68M1.1%-0.5%0.002%
9/9/2026Core Capital Management & Research inc.7,644$5.85M3.1%N/A0.001%
9/9/2026The Manufacturers Life Insurance Company 1,202,150$897.73M0.5%-1.0%0.113%
9/9/2026Capstone Financial Advisors Inc.4,079$3.05M0.1%-1.1%0.000%
9/9/2026Blue Edge Capital LLC36,103$26.96M3.2%-6.7%0.003%
9/9/2026Van Hulzen Asset Management LLC19,608$14.64M1.0%-0.4%0.002%
9/9/2026IPG Investment Advisors LLC72,944$54.48M7.8%+0.6%0.007%
9/9/2026MCF Advisors LLC145,668$108.95M3.9%-1.6%0.014%
9/9/2026Bienville Capital Management LLC37,884$28.36M3.8%+19.9%0.004%
9/9/2026Archford Capital Strategies LLC4,314$3.22M0.3%-0.9%0.000%
9/9/2026Gemmer Asset Management LLC5,233$3.91M0.3%-6.8%0.000%
9/9/2026Lotus Asset Management LLC6,912$5.16M4.6%N/A0.001%
9/9/2026AG Asset Advisory LLC666$497K0.4%-5.4%0.000%
9/9/2026Summit Financial Strategies Inc.4,919$3.67M0.3%-5.1%0.000%
9/9/2026SVB Wealth LLC32,525$24.29M1.4%-2.4%0.003%
9/9/2026Capital Advantage Inc.2,086$1.56M0.2%+4.8%0.000%
9/9/2026Concorde Asset Management LLC8,976$6.72M3.8%+2.2%0.001%
9/9/2026Pinnacle Wealth Management Advisory Group LLC50,046$37.37M2.2%-0.1%0.005%
9/9/2026NorthRock Partners LLC273,293$204.09M3.0%-4.2%0.026%
9/9/2026Integrated Wealth Concepts LLC224,304$167.50M1.0%-2.0%0.021%
9/9/2026Community Bank N.A.14,997$11.20M1.2%-0.8%0.001%
9/9/2026RFG Advisory LLC16,727$12.49M0.2%+40.0%0.002%
9/9/2026NewEdge Advisors LLC1,004,114$749.84M2.2%+65.2%0.094%
9/9/2026Colony Family Offices LLC11,091$8.30M1.8%+9.0%0.001%
9/9/2026GFG Capital LLC542$404K0.1%-78.8%0.000%
9/9/2026Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD72,645$54.39M6.7%+17.4%0.007%
9/9/2026Pointe Capital Management LLC1,133$846K0.4%+2.6%0.000%
How Elon’s Empire Ends (and how to profit) (Ad)

Marc Chaikin, the 60 year Wall Street veteran whose Chaikin Money Flow indicator sits on every Bloomberg terminal, says a new micro cluster AI technology could render today's data centers, including Elon Musk's Colossus in Tennessee, obsolete for major breakthroughs. These next generation centers use 99 percent less space, electricity and water, yet Chaikin's research shows they could be more than a trillion times more powerful than the top data center on earth today, potentially cutting AI breakthrough timelines from five years to five days.tc pixel

See Chaikin's full research and the company name here
9/9/2026Ehrenkranz Partners L.P.20,722$15.48M8.9%+26.5%0.002%
9/9/2026IFP Advisors Inc76,832$57.38M1.0%-13.4%0.007%
9/9/2026Roble Belko & Company Inc39,108$29.21M3.2%-0.1%0.004%
9/9/2026Baird Financial Group Inc.622,868$465.14M0.6%+0.1%0.059%
9/9/2026Arcus Capital Partners LLC6,539$4.88M2.1%+13.7%0.001%
9/9/2026Sterling Investment Advisors Ltd.3,205$2.39M0.4%-0.5%0.000%
9/9/2026One Charles Private Wealth Services LLC3,308$2.47M0.6%+5.1%0.000%
9/9/2026Stableford Capital II LLC1,069$798K0.3%-9.9%0.000%
9/9/2026XY Planning Network Inc.14,805$11.06M1.4%+1.0%0.001%
9/8/2026Ramsay Stattman Vela & Price Inc.7,115$5.31M0.9%+0.3%0.001%
9/8/2026CORDA Investment Management LLC.2,746$2.05M0.1%+4.6%0.000%
9/8/2026Edge Wealth Management LLC6,078$4.54M0.7%-1.1%0.001%
9/8/2026Bank OZK4,732$3.53M1.1%-1.3%0.000%
9/8/2026Paragon Capital Management Ltd12,067$9.01M1.7%-1.7%0.001%
9/3/2026Anchor Capital Advisors LLC701$524K0.0%+4.3%0.000%
9/2/2026MLG Wealth Management DBA Pine Grove Financial Group272$203K0.0%N/A0.000%
9/2/2026Second Line Capital LLC41,556$31.11M5.6%+3.6%0.004%
9/2/2026Kinetic Wealth Investment Advisors LLC1,141$852K0.4%N/A0.000%
9/2/2026Range Advisory LLC10,341$7.72M0.9%+9.2%0.001%
9/2/2026Allianz Asset Management GmbH16,100$12.02M0.0%-71.9%0.002%
9/2/2026Brown Lisle Cummings Inc.25,267$18.87M4.1%+1.1%0.002%
8/28/2026Cornerstone Financial Management LLC1,541$1.15M0.9%-20.6%0.000%
8/28/2026NWM Advisors LLC3,578$2.67M2.1%-1.5%0.000%
8/27/2026Corient Private Wealth LP1,369,947$1.02B1.4%-11.2%0.129%
8/27/2026Tucker Asset Management LLC128,059$95.63M23.6%+14.7%0.012%
8/27/2026SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co200,652$149.84M49.4%+580.0%0.019%
8/26/2026Giverny Capital Inc.2,294$1.71M0.1%-7.3%0.000%
8/26/2026HORAN Wealth LLC9,368$7.00M0.9%+0.3%0.001%
8/26/2026Amundi114,966$85.85M0.0%-8.8%0.011%
8/26/2026Schulz Wealth LTD.1,037$775K0.4%N/A0.000%
8/25/2026Advus Financial Partners LLC795$593K0.1%+32.9%0.000%
8/25/2026Kirkwood Financial Services117,959$88.10M25.2%N/A0.011%
8/25/2026Tobias Financial Advisors Inc.2,205$1.65M0.2%-3.6%0.000%
8/25/2026Financial Insights Inc.277$207K0.1%N/A0.000%
8/23/2026Tanager Wealth Management LLP2,707$2.02M0.2%-1.1%0.000%
8/23/2026Atlantic Private Wealth LLC65,419$48.85M29.2%-1.1%0.006%
8/23/2026Mason & Associates LLC5,496$4.10M0.9%-0.5%0.001%
8/23/2026Trans Canada Capital Inc.170,562$127.69M7.0%0.0%0.016%
8/23/2026Washington Trust Advisors Inc.7,931$5.92M0.4%+15.7%0.001%
8/23/2026Ameritas Advisory Services LLC99,725$74.47M1.5%+117.4%0.009%
8/23/2026Guardian Wealth Advisors LLC NC22,505$16.81M0.9%-4.2%0.002%
8/23/2026Trevian Wealth Management LLC4,268$3.19M1.4%+0.3%0.000%
8/23/2026Henrickson Nauta Wealth Advisors Inc.6,627$4.95M1.2%+12.6%0.001%
8/23/2026Wedmont Private Capital23,305$17.59M0.5%+4.5%0.002%
8/23/2026Kintra Wealth LLC22,159$17.24M0.9%-10.9%0.002%
8/23/2026PCG Wealth Advisors LLC32,638$24.37M5.4%+7.8%0.003%
8/23/2026Passaic Partners LLC481,148$359.31M26.5%-1.0%0.045%
8/23/2026Aspire Capital Advisors LLC11,960$8.93M1.7%-0.6%0.001%
8/23/2026Endeavor Private Wealth Inc.17,493$13.09M3.2%+21.5%0.002%
8/23/2026Andrews Lucia Wealth Management LLC327$244K0.1%N/A0.000%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
8/23/2026Widmann Financial Services Inc.3,204$2.39M1.3%+1.5%0.000%
8/23/2026Bayshore Asset Management LLC481$359K0.1%N/A0.000%
8/23/2026Sovereign Investment Advisors LLC49,146$36.79M6.9%+19.3%0.005%
8/23/2026Yarger Wealth Strategies LLC2,419$1.83M0.7%+9.0%0.000%
8/23/2026SFG Wealth Management LLC.41,163$30.74M11.1%-9.4%0.004%
8/23/2026Beaird Harris Wealth Management LLC7,276$5.43M0.3%+2.6%0.001%
8/23/2026Operose Advisors LLC15,759$11.77M2.3%N/A0.001%
8/23/2026Ameliora Wealth Management Ltd.11,184$8.35M2.5%-4.4%0.001%
8/23/2026Nilsine Partners LLC30,155$22.52M1.6%+0.4%0.003%
8/23/2026Northeast Planning Associates INC. NH859$641K0.5%-8.7%0.000%


SPY Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,770 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 Northwestern Mutual Wealth Management Co. ($4.66B).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 4,155 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 75,038,293 shares in the last 24 months. This purchase volume represents approximately $51.11B in transactions.

Of the 2,340 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 90,897,311 shares in the last 24 months. This volume of shares sold represents approximately $61.12B in transactions.


Related Companies

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 10/1/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Elon Warns "America Will Go Bankrupt". Trump's Plan Inside.
National debt just crossed 40 trillion dollars, and Elon Musk says America is 1,000% going to go bankrupt with...
American Hartford Gold | Sponsoredtc pixel
A new kind of civil war is coming after election day?
Across America, AI-driven backlash is fueling protests, lawsuits, and moratoria that could reshape the politic...
Stansberry Research | Sponsoredtc pixel
How Elon’s Empire Ends (and how to profit)
Marc Chaikin, the 60 year Wall Street veteran whose Chaikin Money Flow indicator sits on every Bloomberg termi...
Chaikin Analytics | Sponsoredtc pixel
How options let you do more with less capital
Would you rather spend $5,000 buying 100 shares of a $50 stock, or control those same 100 shares for a fractio...
Base Camp Trading | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
The SEC Just Opened The Floodgates…
The SEC removed the 25 year old Pattern Day Trader rule in June 2026, cutting the minimum to open a trading ac...
StocksToTrade | Sponsoredtc pixel
They're not buying gold. They're buying this.
Bank of America raised its stake in a small gold company by 139%. Jane Street increased its position by 159%, ...
Behind the Markets | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel