Free Trial

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

→ A new way to collect income from stocks (From DTI) (Ad)
Free SPY Stock Alerts
$503.44
-1.97 (-0.39%)
(As of 04/25/2024 ET)
Compare
Stock AnalysisChartDividendHeadlinesHoldingsOwnershipRatingsSEC Filings

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)
2391
Total
Institutional Inflows
(last 12 months)
$781.35B
Number of
Institutional Sellers
(last 12 months)
2083
Total
Institutional Outflows
(last 12 months)
$37.00B
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.

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 to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024Center for Financial Planning Inc.6,334$3.31M0.5%-1.9%0.001%
4/25/2024TRUE Private Wealth Advisors5,982$3.13M0.4%+1.4%0.001%
4/25/2024Gainplan LLC155,942$81.57M39.5%+8.3%0.015%
4/25/2024Strategy Asset Managers LLC12,832$6.71M1.4%-33.8%0.001%
4/25/2024Osborne Partners Capital Management LLC46,228$24.18M1.5%-3.5%0.005%
4/25/2024TNF LLC4,634$2.34M0.9%-2.2%0.000%
4/25/2024Schnieders Capital Management LLC24,526$12.83M2.6%-0.7%0.002%
4/25/2024Smith Chas P & Associates PA Cpas24,088$12.60M0.8%+329.1%0.002%
4/25/2024Professional Financial Advisors LLC727$380K0.1%N/A0.000%
4/25/2024Oldfather Financial Services LLC26,476$13.85M5.7%-2.1%0.003%
4/25/2024Fielder Capital Group LLC493$258K0.1%N/A0.000%
4/25/2024HTLF Bank11,274$5.90M0.7%+0.3%0.001%
4/25/2024Capital Investment Advisory Services LLC9,776$5.11M0.5%-1.5%0.001%
4/25/2024Triumph Capital Management13,722$7.17M2.9%-26.2%0.001%
4/25/2024Seven Post Investment Office LP68,109$35.63M8.7%+24.2%0.007%
4/25/2024L.M. Kohn & Company19,309$10.10M2.8%+9.1%0.002%
4/25/2024Center For Asset Management LLC1,232$644K0.5%+23.2%0.000%
4/25/2024MTM Investment Management LLC9,258$4.84M2.0%+1.9%0.001%
4/25/2024Investment Advisory Services Inc. TX ADV2,990$1.56M0.6%-9.7%0.000%
4/25/2024GFS Advisors LLC54,131$28.31M4.7%-7.8%0.005%
4/25/2024Eudaimonia Partners LLC3,163$1.66M0.4%+1.4%0.000%
4/25/2024Eudaimonia Advisors LLC1,085$568K0.3%-8.1%0.000%
4/25/2024Tilson Financial Group Inc.13,557$7.09M3.8%-26.1%0.001%
4/25/2024Penn Davis Mcfarland Inc.1,002$524K0.1%+3.0%0.000%
4/25/2024Whalen Wealth Management Inc.775$405K0.3%+7.3%0.000%
4/25/2024Presidio Capital Management LLC565$296K0.2%+4.8%0.000%
4/25/2024Signify Wealth9,860$5.16M8.6%+11.2%0.001%
4/25/2024Long Run Wealth Advisors LLC7,780$4.07M1.1%-2.2%0.001%
4/25/2024Olistico Wealth LLC4,563$2.39M1.7%+4.7%0.000%
4/25/2024Telos Capital Management Inc.753$394K0.0%-8.7%0.000%
4/25/2024 IMA Wealth Inc.1,783$933K0.4%-5.8%0.000%
4/25/2024 IFG Advisors LLC103,791$54.29M14.1%+12.3%0.010%
4/25/2024 IAG Wealth Partners LLC531$277K0.1%+55.7%0.000%
4/25/2024 Summit Financial LLC71,052$37.27M2.2%+2.2%0.007%
4/24/2024 Private Trust Co. NA36,781$19.24M2.1%+5.6%0.004%
4/24/2024 Leavell Investment Management Inc.34,266$17.98M1.0%+1.0%0.003%
4/24/2024 Krilogy Financial LLC12,505$6.54M0.5%-6.6%0.001%
4/24/2024 PSI Advisors LLC651$341K0.1%-16.0%0.000%
4/24/2024 Patton Albertson Miller Group LLC5,255$2.75M0.4%-4.6%0.001%
4/24/2024 Axim Planning & Wealth402$210K0.2%-47.0%0.000%
Red Alert: Your Money's Disappearance Act - Banks' Greed Unleashed! (Ad)

Get your free information kit NOW, before it’s too late. Inside you’ll get the 3 secret strategies you can put in place starting today, so “they” don’t get your money tomorrow.

Click here for your free guide
4/24/2024 Zhang Financial LLC14,176$7.42M0.5%+4.8%0.001%
4/24/2024 Wolff Financial Management LLC1,025$536K0.2%-30.3%0.000%
4/24/2024 Family Legacy Inc.7,934$4.15M1.5%-0.8%0.001%
4/24/2024 CENTRAL TRUST Co29,020$15.18M0.4%-1.7%0.003%
4/24/2024 4Thought Financial Group Inc.77,535$40.56M26.7%+2.1%0.008%
4/24/2024 1900 Wealth Management LLC6,939$3.63M0.3%+6.1%0.001%
4/24/2024 Activest Wealth Management110,781$57.95M27.9%+2.4%0.011%
4/24/2024 Oxler Private Wealth LLC18,879$9.88M3.9%+79.1%0.002%
4/24/2024 Berkshire Bank104,731$54.78M13.6%-2.2%0.010%
4/24/2024 Newbridge Financial Services Group Inc.4,765$2.49M1.1%-18.7%0.000%
4/24/2024 Fulcrum Equity Management5,472$2.86M3.4%-83.6%0.001%
4/24/2024 Pegasus Partners Ltd.56,994$29.81M3.2%-1.3%0.006%
4/24/2024 Blue Bell Private Wealth Management LLC229,093$119.83M25.7%+1.0%0.023%
4/24/2024 Adams Diversified Equity Fund Inc.16,200$8.47M0.3%N/A0.002%
4/24/2024 Conscious Wealth Investments LLC24,447$12.31M9.2%+7.4%0.002%
4/24/2024 Trinity Legacy Partners LLC2,214$1.16M0.3%-38.9%0.000%
4/24/2024 HMS Capital Management LLC52,389$27.40M15.2%-12.2%0.005%
4/24/2024 Pitti Group Wealth Management LLC6,204$3.21M3.6%+0.6%0.001%
4/24/2024 Sightline Wealth Advisors LLC8,787$4.60M3.0%+1.4%0.001%
4/24/2024 Hartford Financial Management Inc.187$98K0.0%+16.9%0.000%
4/24/2024 Round Rock Advisors LLC9,814$5.13M1.2%-1.3%0.001%
4/24/2024 Paragon Financial Partners Inc.31,777$16.62M13.7%+3.1%0.003%
4/24/2024 Dakota Wealth Management29,935$15.66M0.4%+56.3%0.003%
4/24/2024 Landmark Wealth Management LLC762$399K0.2%+68.2%0.000%
4/24/2024 Waypoint Wealth Partners Inc.1,231$644K0.2%+26.3%0.000%
4/24/2024 Smith Anglin Financial LLC38,454$20.11M2.1%-1.9%0.004%
4/24/2024 Simplicity Wealth LLC188,351$95.85M2.3%+14,115.2%0.019%
4/24/2024 Archford Capital Strategies LLC3,761$1.97M0.3%-1.1%0.000%
4/24/2024 NBT Bank N A NY16,166$8.46M0.6%-1.4%0.002%
4/24/2024 Wells Trecaso Financial Group LLC1,322$691K0.2%-7.0%0.000%
4/24/2024 Childress Capital Advisors LLC23,622$12.36M3.6%-1.1%0.002%
4/24/2024 Spire Wealth Management85,198$44.57M1.8%-2.2%0.009%
4/24/2024 First Pacific Financial620$325K0.1%N/A0.000%
4/24/2024 Gemmer Asset Management LLC6,974$3.65M0.4%-26.9%0.001%
4/24/2024 Essex Financial Services Inc.42,672$22.32M2.1%+8.7%0.004%
4/24/2024 Solstein Capital LLC24,766$12.95M8.7%+6.3%0.002%
4/24/2024 Capasso Planning Partners LLC118,055$61.75M25.6%+16.4%0.012%
4/24/2024 Bar Harbor Wealth Management12,035$6.30M0.4%+27.0%0.001%
4/24/2024 West Branch Capital LLC22,920$11.99M4.8%+6.6%0.002%
4/24/2024 E Fund Management Hong Kong Co. Ltd.12,262$6.41M4.2%+42.5%0.001%
4/23/2024 Wetzel Investment Advisors Inc.6,912$3.45M2.0%-2.6%0.001%
4/23/2024 IRON Financial LLC13,279$6.95M3.9%-3.4%0.001%
4/23/2024 Bell Bank20,464$10.70M0.9%-2.2%0.002%
4/23/2024 Godsey & Gibb Inc.19,636$10.27M1.1%-2.8%0.002%
4/23/2024 Charter Oak Capital Management LLC8,755$4.58M0.5%-0.8%0.001%
4/23/2024 North Point Portfolio Managers Corp OH1,102$576K0.1%+41.1%0.000%
4/23/2024 Iowa State Bank13,954$7.30M1.6%+2.2%0.001%
4/23/2024 Canal Capital Management LLC3,554$1.86M0.3%-1.3%0.000%
4/23/2024Busey Bank114,960$60.13M2.1%+4.9%0.012%
4/23/2024 BSW Wealth Partners47,556$24.88M4.2%-0.6%0.005%
Thousands of investors use this no cost solution | Do you? (Ad)

In today’s volatile markets we are all looking for the edge. But imagine tapping into a world where every investment move has the potential to be ahead of the curve. Most investors have heard of the publication Insider Financial. For nearly a decade, they've unlocked doors to opportunities tucked away from the public eye, guiding over a million investors with well researched information before it hits the mainstream media.

Simply tap here now to subscribe and start getting "Insider Financial Advantage"
4/23/2024 Sky Investment Group LLC5,801$3.03M0.6%+8.3%0.001%
4/23/2024 Bfsg LLC64,180$33.57M4.4%+59.9%0.006%
4/23/2024 Global Retirement Partners LLC115,096$60.20M2.2%+6.2%0.012%
4/23/2024 Cornell Pochily Investment Advisors Inc.17,393$9.10M3.6%-0.2%0.002%
4/23/2024 Arbor Investment Advisors LLC3,394$1.78M0.3%+196.2%0.000%
4/23/2024 Twin Peaks Wealth Advisors LLC8,672$4.54M2.5%+9.0%0.001%
4/23/2024 Mason & Associates Inc962$503K0.1%+2.9%0.000%
4/23/2024 TriaGen Wealth Management LLC1,159$606K0.3%-3.6%0.000%
4/23/2024 PFG Private Wealth Management LLC1,567$820K0.5%-2.7%0.000%
4/23/2024 Sweet Financial Partners LLC553$289K0.1%-7.4%0.000%
(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, 3,726 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?

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 3,298 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 ($8.75M), 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 1,869,169,725 shares in the last 24 months. This purchase volume represents approximately $822.72B in transactions.

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

Of the 2,695 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), Cibc World Markets Corp ($6.46M), Aaron Wealth Advisors LLC ($6.29M), Morgan Stanley ($6.07M), 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 146,699,733 shares in the last 24 months. This volume of shares sold represents approximately $62.32B in transactions.


Related Companies:
This page (NYSEARCA:SPY) was last updated on 4/25/2024 by MarketBeat.com Staff

From Our Partners
The Best AI Stock to Own in the World Today is Trading for Just $25
Banyan Hill Publishing
Conflict In Israel Sends Gold Soaring ???? Here’s How To Get Your Share
Colonial Metals
These AI trades triggered this morning (545% return)
Prosper Trading Academy
The A.I. story nobody is telling you (Read ASAP)
TradeSmith
He Is Giving Away Bitcoin
Crypto Swap Profits
Fed launches fourth dollar overhaul
Stansberry Research
The AI stock to buy right now
StockEarnings
The only accurate crypto trading system I know …
Weiss Ratings