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

SPDR S&P 500 ETF Trust logo
$756.42 -3.15 (-0.41%)
As of 10:04 AM 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)
3146
Total
Institutional Inflows
(last 12 months)
$93.36B
Number of
Institutional Sellers
(last 12 months)
2612
Total
Institutional Outflows
(last 12 months)
$67.06B
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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
6/2/2026Blue Edge Capital LLC38,696$25.17M3.3%+7.1%0.004%
6/1/2026 Caerus Investment Advisors LLC16,919$11.00M4.6%-3.3%0.002%
6/1/2026 First Nebraska Trust Co64,026$41.64M3.9%N/A0.006%
6/1/2026 Flagship Wealth Advisors LLC19,762$12.21M5.0%-15.7%0.002%
6/1/2026 Foguth Wealth Management LLC.20,332$13.22M1.6%-45.0%0.002%
6/1/2026 Concorde Asset Management LLC8,779$5.73M2.8%-11.8%0.001%
6/1/2026 Financial Solutions Advisory Group Inc.72,587$47.20M6.5%N/A0.007%
6/1/2026 Integrated Investment Consultants LLC1,040$676K0.1%+6.4%0.000%
6/1/2026 Dala Group LLC4,697$3.06M2.6%N/A0.000%
5/29/2026 Ramiah Investment Group1,146$745K0.7%-96.5%0.000%
5/29/2026 Mullaney Keating & Wright Inc.1,486$966K0.5%+4.1%0.000%
5/29/2026 Ipsen Advisor Group LLC789$513K0.4%-19.0%0.000%
5/29/2026 Krane Financial Solutions LLC1,291$840K0.6%N/A0.000%
5/29/2026 Asset Dedication LLC10,371$6.75M0.5%-13.9%0.001%
5/28/2026 Cozad Asset Management Inc.13,435$8.74M0.7%+0.6%0.001%
5/28/2026 Lavelle Capital LP35,429$23.04M14.3%N/A0.003%
5/28/2026 Blue Fin Capital Inc.11,778$7.66M1.3%+0.5%0.001%
5/28/2026 Maripau Wealth Management LLC7,479$4.86M2.1%+2.0%0.001%
5/27/2026 Security Financial Services INC.5,734$3.73M0.6%-1.0%0.001%
5/27/2026 Capasso Planning Partners LLC52,375$34.06M18.4%-6.0%0.005%
5/27/2026 Westshore Wealth LLC92,353$60.06M21.1%-7.1%0.009%
5/26/2026 Serenity Investment Advisors988$643K0.2%-56.9%0.000%
5/26/2026 Summit Financial Wealth Advisors LLC5,891$3.83M0.5%+1.4%0.001%
5/26/2026 Ruggaard & Associates LLC912$593K0.2%-8.5%0.000%
5/26/2026 Axiom Investment Management LLC4,599$2.99M2.3%N/A0.000%
5/22/2026 WNY Asset Management LLC3,948$2.57M0.3%N/A0.000%
5/22/2026 Independent Wealth Advisors LLC4,443$2.89M2.8%+9.9%0.000%
5/22/2026 Segall Bryant & Hamill LLC19,075$12.90M0.2%N/A0.002%
5/21/2026 Raab & Moskowitz Asset Management LLC5,099$3.32M0.7%-4.9%0.000%
5/21/2026 Compass Capital Management Inc.2,320$1.51M0.1%-5.3%0.000%
5/21/2026 GKV Capital Management Co. Inc.1,215$790K0.3%+4.4%0.000%
5/21/2026 Front Street Capital Management Inc.1,344$874K0.1%-7.7%0.000%
5/21/2026 Essential Partners LLC1,216$791K0.3%N/A0.000%
5/21/2026 Vestor Capital LLC2,323$1.51M0.1%-71.0%0.000%
5/21/2026 J. Derek Lewis & Associates Inc.4,020$2.61M0.6%+1.1%0.000%
5/21/2026 JDM Financial Group LLC8,838$5.75M1.2%-0.2%0.001%
5/20/2026 Hobbs Group Advisors LLC1,468$955K0.3%-1.1%0.000%
5/20/2026 January Capital Advisors LLC359$234K0.3%N/A0.000%
5/20/2026 Arete Wealth Advisors LLC29,234$19.00M1.2%+2.9%0.003%
5/20/2026 RMR Capital Management LLC860$559K0.4%+14.7%0.000%
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5/20/2026 SOA Wealth Advisors LLC.5,005$3.26M0.3%+6.6%0.000%
5/20/2026 Leigh Baldwin & CO. LLC3,856$2.51M1.6%-18.6%0.000%
5/20/2026 TrueWealth Financial Partners3,059$1.99M0.8%N/A0.000%
5/20/2026 Norris Financial Group LLC41,933$27.27M8.9%N/A0.004%
5/19/2026 Front Row Advisors LLC2,182$1.42M0.5%-0.7%0.000%
5/19/2026 Western Wealth Management LLC62,017$40.33M1.5%+22.1%0.006%
5/19/2026 McIlrath & Eck LLC3,900$2.54M0.2%-8.2%0.000%
5/19/2026 Mascagni Wealth Management Inc.2,502$1.63M1.2%+10.4%0.000%
5/19/2026 Sonoma Allocations LLC3,073$2.02M0.7%-3.8%0.000%
5/19/2026 Park State Asset Management348$226K0.2%N/A0.000%
5/19/2026 Silicon Valley Capital Partners211,671$137.66M13.5%-2.1%0.021%
5/19/2026 Paragon Private Wealth Management LLC3,373$2.19M0.7%+58.1%0.000%
5/19/2026 Royal Fund Management LLC9,474$6.17M0.6%-69.6%0.001%
5/19/2026 NewEdge Advisors LLC433,978$282.23M5.5%-28.2%0.042%
5/19/2026 Bank of America Corp DE32,276,125$20.99B1.5%+4.8%3.152%
5/19/2026 Twin Lakes Capital Management LLC7,327$4.77M1.8%-0.7%0.001%
5/19/2026 Alexander Labrunerie & CO. Inc.510$332K0.1%+9.7%0.000%
5/19/2026 Strait & Sound Wealth Management LLC5,077$3.30M1.2%-1.3%0.000%
5/19/2026 Edgestream Partners L.P.28,984$18.85M0.6%-71.5%0.003%
5/19/2026 Kensington Investment Counsel LLC1,166$758K0.4%+56.1%0.000%
5/19/2026 Chesapeake Wealth Management7,366$4.79M1.5%+1.4%0.001%
5/19/2026 Centaurus Financial Inc.56,530$36.76M1.7%-10.9%0.006%
5/19/2026 Cim LLC1,518$987K0.1%-5.8%0.000%
5/19/2026 Bull Harbor Capital LLC1,434$933K0.2%N/A0.000%
5/19/2026 Strategic Investment Advisors MI2,115$1.38M0.1%+25.6%0.000%
5/19/2026 IFS Group LLC365$237K0.2%N/A0.000%
5/19/2026 Claris Financial LLC5,151$3.35M1.8%+23.8%0.001%
5/19/2026 Strategic Planning Inc.6,325$4.11M2.1%+0.9%0.001%
5/19/2026 Arete Wealth Advisors LLC29,233$18.35M1.3%+2.9%0.003%
5/18/2026 ADAR1 Capital Management LLC75,940$49.39M2.9%+38.9%0.007%
5/18/2026 Sunbelt Securities Inc.23,457$15.26M1.0%+0.9%0.002%
5/18/2026 Guardian Partners Inc.12,040$7.85M0.7%+0.3%0.001%
5/18/2026 MSA Advisors LLC76,728$49.97M15.0%-16.0%0.007%
5/18/2026 Amundi126,010$81.95M0.0%+2.2%0.012%
5/18/2026 Constant Guidance Financial LLC44,451$28.91M20.0%-15.2%0.004%
5/18/2026 Empire Financial Management Company LLC2,429$1.58M0.4%+1.7%0.000%
5/18/2026 Talon Private Wealth LLC1,020$663K0.1%N/A0.000%
5/18/2026 Readystate Asset Management LP389$253K0.0%-88.9%0.000%
5/18/2026 Resources Management Corp CT ADV3,969$2.58M0.3%-1.9%0.000%
5/18/2026 Raine Capital LLC626$407K2.9%N/A0.000%
5/18/2026 Regal Partners Ltd360$234K0.0%N/A0.000%
5/18/2026 Elite Wealth Management Inc.1,982$1.29M0.4%-13.2%0.000%
5/18/2026 Empowered Funds LLC63,964$41.60M0.3%+34.7%0.006%
5/18/2026 Evelyn Partners Asset Management Ltd3,824$2.49M0.6%+11.9%0.000%
5/18/2026 Evelyn Partners Investment Management Europe Ltd21,762$14.15M4.9%-1.7%0.002%
5/18/2026 Evercore Wealth Management LLC115,674$75.23M1.2%-0.7%0.011%
5/16/2026 American Capital Management Inc.2,425$1.58M0.1%-4.3%0.000%
5/16/2026 The Manufacturers Life Insurance Company 1,214,328$789.73M0.7%-0.8%0.119%
5/16/2026 KCM Investment Advisors LLC37,275$24.24M0.8%-16.0%0.004%
5/16/2026 Glen Eagle Advisors LLC55,430$36.05M5.0%-1.9%0.005%
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5/16/2026 Excelsior Advisor Network LLC9,106$5.92M2.3%+0.6%0.001%
5/16/2026 Quantinno Capital Management LP785,441$510.80M0.9%+51.1%0.077%
5/16/2026 Q Global Advisors LLC20,000$13.01M11.5%+36.4%0.002%
5/16/2026 Family Manage LLC58,886$38.30M4.6%+34.6%0.006%
5/16/2026 JCP Investment Management LLC50,944$33.22M22.1%+45.6%0.005%
5/15/2026 Cardiff Park Advisors LLC49,688$32.31M2.6%-0.6%0.005%
5/15/2026 Legacy PCG LLC579$377K2.0%-93.9%0.000%
5/15/2026 Intelligence Driven Advisers LLC4,761$3.10M0.5%-84.1%0.000%
5/15/2026 Owlhouse Capital LP4,059$2.64M3.5%N/A0.000%
5/15/2026 Gateway Wealth Partners LLC54,971$35.75M1.4%+95.4%0.005%


SPY Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,779 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 4,194 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 144,441,346 shares in the last 24 months. This purchase volume represents approximately $93.36B in transactions.

Of the 2,612 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 101,048,122 shares in the last 24 months. This volume of shares sold represents approximately $67.06B in transactions.


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This page (NYSEARCA:SPY) was last updated on 6/3/2026 by MarketBeat.com Staff.
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