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

SPDR S&P 500 ETF Trust logo
$764.29 +6.46 (+0.85%)
Closing price 09/11/2026 04:10 PM Eastern
Extended Trading
$764.24 -0.05 (-0.01%)
As of 09/11/2026 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

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)
2782
Total
Institutional Inflows
(last 12 months)
$51.33B
Number of
Institutional Sellers
(last 12 months)
2339
Total
Institutional Outflows
(last 12 months)
$61.05B
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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
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%
9/10/2026 U S Wealth Group LLC.340$254K0.1%-97.3%0.000%
9/9/2026 Rench Wealth Management Inc.1,172$875K0.2%+1.5%0.000%
9/9/2026 Bouchey Financial Group Ltd.23,671$17.68M1.1%-0.5%0.002%
9/9/2026 Core Capital Management & Research inc.7,644$5.85M3.1%N/A0.001%
9/9/2026 The Manufacturers Life Insurance Company 1,202,150$897.73M0.5%-1.0%0.113%
9/9/2026 Capstone Financial Advisors Inc.4,079$3.05M0.1%-1.1%0.000%
9/9/2026 Blue Edge Capital LLC36,103$26.96M3.2%-6.7%0.003%
9/9/2026 Van Hulzen Asset Management LLC19,608$14.64M1.0%-0.4%0.002%
9/9/2026 IPG Investment Advisors LLC72,944$54.48M7.8%+0.6%0.007%
9/9/2026 MCF Advisors LLC145,668$108.95M3.9%-1.6%0.014%
9/9/2026 Bienville Capital Management LLC37,884$28.36M3.8%+19.9%0.004%
9/9/2026 Archford Capital Strategies LLC4,314$3.22M0.3%-0.9%0.000%
9/9/2026 Gemmer Asset Management LLC5,233$3.91M0.3%-6.8%0.000%
9/9/2026 Lotus Asset Management LLC6,912$5.16M4.6%N/A0.001%
9/9/2026 AG Asset Advisory LLC666$497K0.4%-5.4%0.000%
9/9/2026 Summit Financial Strategies Inc.4,919$3.67M0.3%-5.1%0.000%
9/9/2026 SVB Wealth LLC32,525$24.29M1.4%-2.4%0.003%
9/9/2026 Capital Advantage Inc.2,086$1.56M0.2%+4.8%0.000%
9/9/2026 Concorde Asset Management LLC8,976$6.72M3.8%+2.2%0.001%
9/9/2026 Pinnacle Wealth Management Advisory Group LLC50,046$37.37M2.2%-0.1%0.005%
9/9/2026 NorthRock Partners LLC273,293$204.09M3.0%-4.2%0.026%
9/9/2026 Integrated Wealth Concepts LLC224,304$167.50M1.0%-2.0%0.021%
9/9/2026 Community Bank N.A.14,997$11.20M1.2%-0.8%0.001%
9/9/2026 RFG Advisory LLC16,727$12.49M0.2%+40.0%0.002%
9/9/2026 NewEdge Advisors LLC1,004,114$749.84M2.2%+65.2%0.094%
9/9/2026 Colony Family Offices LLC11,091$8.30M1.8%+9.0%0.001%
9/9/2026 GFG Capital LLC542$404K0.1%-78.8%0.000%
9/9/2026 Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD72,645$54.39M6.7%+17.4%0.007%
9/9/2026 Pointe Capital Management LLC1,133$846K0.4%+2.6%0.000%
9/9/2026 Ehrenkranz Partners L.P.20,722$15.48M8.9%+26.5%0.002%
9/9/2026 IFP Advisors Inc76,832$57.38M1.0%-13.4%0.007%
9/9/2026 Roble Belko & Company Inc39,108$29.21M3.2%-0.1%0.004%
9/9/2026 Baird Financial Group Inc.622,868$465.14M0.6%+0.1%0.059%
9/9/2026 Arcus Capital Partners LLC6,539$4.88M2.1%+13.7%0.001%
9/9/2026 Sterling Investment Advisors Ltd.3,205$2.39M0.4%-0.5%0.000%
9/9/2026 One Charles Private Wealth Services LLC3,308$2.47M0.6%+5.1%0.000%
9/9/2026 Stableford Capital II LLC1,069$798K0.3%-9.9%0.000%
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9/9/2026 XY Planning Network Inc.14,805$11.06M1.4%+1.0%0.001%
9/8/2026 Ramsay Stattman Vela & Price Inc.7,115$5.31M0.9%+0.3%0.001%
9/8/2026 CORDA Investment Management LLC.2,746$2.05M0.1%+4.6%0.000%
9/8/2026 Edge Wealth Management LLC6,078$4.54M0.7%-1.1%0.001%
9/8/2026 Bank OZK4,732$3.53M1.1%-1.3%0.000%
9/8/2026 Paragon Capital Management Ltd12,067$9.01M1.7%-1.7%0.001%
9/3/2026 Anchor Capital Advisors LLC701$524K0.0%+4.3%0.000%
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group272$203K0.0%N/A0.000%
9/2/2026 Second Line Capital LLC41,556$31.11M5.6%+3.6%0.004%
9/2/2026 Kinetic Wealth Investment Advisors LLC1,141$852K0.4%N/A0.000%
9/2/2026 Range Advisory LLC10,341$7.72M0.9%+9.2%0.001%
9/2/2026 Allianz Asset Management GmbH16,100$12.02M0.0%-71.9%0.002%
9/2/2026 Brown Lisle Cummings Inc.25,267$18.87M4.1%+1.1%0.002%
8/28/2026 Cornerstone Financial Management LLC1,541$1.15M0.9%-20.6%0.000%
8/28/2026 NWM Advisors LLC3,578$2.67M2.1%-1.5%0.000%
8/27/2026 Corient Private Wealth LP1,369,947$1.02B1.4%-11.2%0.129%
8/27/2026 Tucker Asset Management LLC128,059$95.63M23.6%+14.7%0.012%
8/27/2026 SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co200,652$149.84M49.4%+580.0%0.019%
8/26/2026 Giverny Capital Inc.2,294$1.71M0.1%-7.3%0.000%
8/26/2026 HORAN Wealth LLC9,368$7.00M0.9%+0.3%0.001%
8/26/2026 Amundi114,966$85.85M0.0%-8.8%0.011%
8/26/2026 Schulz Wealth LTD.1,037$775K0.4%N/A0.000%
8/25/2026 Advus Financial Partners LLC795$593K0.1%+32.9%0.000%
8/25/2026 Kirkwood Financial Services117,959$88.10M25.2%N/A0.011%
8/25/2026 Tobias Financial Advisors Inc.2,205$1.65M0.2%-3.6%0.000%
8/25/2026 Financial Insights Inc.277$207K0.1%N/A0.000%
8/23/2026 Tanager Wealth Management LLP2,707$2.02M0.2%-1.1%0.000%
8/23/2026 Atlantic Private Wealth LLC65,419$48.85M29.2%-1.1%0.006%
8/23/2026 Mason & Associates LLC5,496$4.10M0.9%-0.5%0.001%
8/23/2026 Trans Canada Capital Inc.170,562$127.69M7.0%0.0%0.016%
8/23/2026 Washington Trust Advisors Inc.7,931$5.92M0.4%+15.7%0.001%
8/23/2026 Ameritas Advisory Services LLC99,725$74.47M1.5%+117.4%0.009%
8/23/2026 Guardian Wealth Advisors LLC NC22,505$16.81M0.9%-4.2%0.002%
8/23/2026 Trevian Wealth Management LLC4,268$3.19M1.4%+0.3%0.000%
8/23/2026 Henrickson Nauta Wealth Advisors Inc.6,627$4.95M1.2%+12.6%0.001%
8/23/2026 Wedmont Private Capital23,305$17.59M0.5%+4.5%0.002%
8/23/2026 Kintra Wealth LLC22,159$17.24M0.9%-10.9%0.002%
8/23/2026 PCG Wealth Advisors LLC32,638$24.37M5.4%+7.8%0.003%
8/23/2026 Passaic Partners LLC481,148$359.31M26.5%-1.0%0.045%
8/23/2026 Aspire Capital Advisors LLC11,960$8.93M1.7%-0.6%0.001%
8/23/2026 Endeavor Private Wealth Inc.17,493$13.09M3.2%+21.5%0.002%
8/23/2026 Andrews Lucia Wealth Management LLC327$244K0.1%N/A0.000%
8/23/2026 Widmann Financial Services Inc.3,204$2.39M1.3%+1.5%0.000%
8/23/2026 Bayshore Asset Management LLC481$359K0.1%N/A0.000%
8/23/2026 Sovereign Investment Advisors LLC49,146$36.79M6.9%+19.3%0.005%
8/23/2026 Yarger Wealth Strategies LLC2,419$1.83M0.7%+9.0%0.000%
8/23/2026 SFG Wealth Management LLC.41,163$30.74M11.1%-9.4%0.004%
8/23/2026 Beaird Harris Wealth Management LLC7,276$5.43M0.3%+2.6%0.001%
8/23/2026 Operose Advisors LLC15,759$11.77M2.3%N/A0.001%
8/23/2026 Ameliora Wealth Management Ltd.11,184$8.35M2.5%-4.4%0.001%
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8/23/2026 Nilsine Partners LLC30,155$22.52M1.6%+0.4%0.003%
8/23/2026 Northeast Planning Associates INC. NH859$641K0.5%-8.7%0.000%
8/23/2026 Nvest Financial LLC23,119$17.27M5.5%+13.1%0.002%
8/23/2026 Hutchens & Kramer Investment Management Group LLC2,688$2.01M0.5%+1.9%0.000%
8/23/2026 Asset Allocation Strategies LLC2,840$2.12M0.3%+18.4%0.000%
8/23/2026 Semitam Bonam LLC6,632$4.95M3.6%-0.7%0.001%
8/23/2026 Fortitude Advisory Group L.L.C.7,861$5.87M2.2%-12.7%0.001%
8/23/2026 Angeles Wealth Management LLC606,525$452.94M17.4%+997.8%0.057%
8/23/2026 Highland Financial Advisors LLC437$326K0.1%N/A0.000%
8/23/2026 Azimuth Capital Investment Management LLC1,131$845K0.0%+5.0%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 4,156 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 75,415,062 shares in the last 24 months. This purchase volume represents approximately $51.33B in transactions.

Of the 2,339 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 90,804,667 shares in the last 24 months. This volume of shares sold represents approximately $61.05B in transactions.



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 9/11/2026. New 13F filings are added each quarter as they're published.
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