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

SPDR S&P 500 ETF Trust logo
$528.46 +2.81 (+0.53%)
As of 01:45 PM 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)
2793
Total
Institutional Inflows
(last 12 months)
$67.09B
Number of
Institutional Sellers
(last 12 months)
2124
Total
Institutional Outflows
(last 12 months)
$32.74B
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SPY Institutional Buying and Selling by Quarter

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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
4/17/2025Cyndeo Wealth Partners LLC13,404$7.50M0.5%+4.4%0.001%
4/17/2025Rebalance LLC7,902$4.42M0.3%-2.6%0.001%
4/17/2025Traphagen Investment Advisors LLC3,908$2.19M0.2%+2.5%0.000%
4/17/2025Keystone Wealth Services LLC16,088$9.00M2.4%+0.5%0.002%
4/17/2025Access Financial Services Inc.925$517K0.2%-23.9%0.000%
4/17/2025Stewardship Advisors LLC628$351K0.1%-49.5%0.000%
4/17/2025Abound Wealth Management6,048$3.38M1.1%+2.2%0.001%
4/17/2025Bank Pictet & Cie Europe AG66,286$37.08M0.9%-9.5%0.006%
4/17/2025Good Life Advisors LLC21,470$12.01M0.8%+4.1%0.002%
4/17/2025Retirement Solution LLC1,198$670K0.2%+22.1%0.000%
4/17/2025Morton Capital Management LLC CA4,495$2.51M0.5%+28.8%0.000%
4/17/2025North Star Investment Management Corp.65,348$36.56M2.7%-2.6%0.006%
4/17/2025Asio Capital LLC641$359K0.1%+66.1%0.000%
4/17/2025Hengehold Capital Management LLC63,921$35.76M3.4%+10.3%0.006%
4/17/2025Brighton Jones LLC54,862$30.69M1.0%-6.2%0.005%
4/17/2025PPSC Investment Service Corp325,961$182.34M20.9%+3.8%0.031%
4/17/2025James Hambro & Partners LLP738$413K0.0%-53.5%0.000%
4/17/2025ORBA Wealth Advisors L.L.C.22,871$12.79M6.5%+19.2%0.002%
4/17/2025Lockerman Financial Group Inc.9,451$5.29M8.0%+13.5%0.001%
4/17/2025Factory Mutual Insurance Co.86,550$48.42M0.6%+1.6%0.008%
4/17/2025Total Clarity Wealth Management Inc.7,646$4.48M1.5%-1.6%0.001%
4/17/2025Atlas Private Wealth Advisors63,385$35.46M4.9%+98.8%0.006%
4/17/2025Compass Capital Management Inc.656$367K0.0%-98.4%0.000%
4/17/2025SFM LLC1,391$778K0.6%N/A0.000%
4/17/2025Cornell Pochily Investment Advisors Inc.17,239$9.64M3.4%-0.1%0.002%
4/17/2025Sound Income Strategies LLC6,333$3.54M0.2%+201.1%0.001%
4/17/2025Arkansas Financial Group Inc.9,225$4.84M0.8%-3.6%0.001%
4/17/2025Foster Victor Wealth Advisors LLC2,324$1.24M0.1%-80.9%0.000%
4/17/2025Aries Wealth Management19,985$11.18M3.0%+2.9%0.002%
4/17/2025Ritholtz Wealth Management38,048$21.28M0.6%-79.7%0.004%
4/17/2025Morey & Quinn Wealth Partners LLC906$507K0.4%+3.1%0.000%
4/17/2025Massachusetts Wealth Management2,054$1.15M0.8%-3.3%0.000%
4/17/2025Biltmore Wealth Management LLC368$206K0.1%N/A0.000%
4/17/2025Affinity Capital Advisors LLC4,442$2.37M0.5%+0.5%0.000%
4/17/2025Dynamic Advisor Solutions LLC26,429$14.78M0.5%-175.4%0.002%
4/17/2025Dohj LLC30,351$16.98M3.9%-0.1%0.003%
4/17/2025McBroom & Associates LLC3,453$1.93M1.1%-6.3%0.000%
4/17/2025Tcfg Wealth Management LLC1,581$885K0.4%-15.0%0.000%
4/17/2025Kennicott Capital Management LLC29,759$16.65M10.9%-36.9%0.003%
4/17/2025American Institute for Advanced Investment Management LLP9,750$5.45M4.0%-7.7%0.001%
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4/17/2025Cliftonlarsonallen Wealth Advisors LLC29,658$16.59M0.3%+3.0%0.003%
4/17/2025Missouri Trust & Investment Co2,198$1.23M0.4%-2.2%0.000%
4/16/2025Lakeridge Wealth Management LLC2,995$1.68M0.8%-14.7%0.000%
4/16/2025Greenhouse Wealth Management LLC87,833$49.12M36.7%-6.1%0.008%
4/16/2025Dover Advisors LLC645$362K0.2%N/A0.000%
4/16/2025Everpar Advisors LLC2,943$1.65M0.9%-24.3%0.000%
4/16/2025Hoey Investments Inc.145$81K0.0%-38.8%0.000%
4/16/2025CRA Financial Services LLC16,985$9.50M1.6%+16.6%0.002%
4/16/2025Palouse Capital Management Inc.2,247$1.26M0.9%-17.7%0.000%
4/16/2025Opal Wealth Advisors LLC6,555$3.67M1.1%-6.4%0.001%
4/16/2025Armbruster Capital Management Inc.10,764$6.02M1.2%-0.8%0.001%
4/16/2025IAG Wealth Partners LLC630$352K0.1%+11.3%0.000%
4/16/2025TPG Financial Advisors LLC1,008$564K0.2%-16.6%0.000%
4/16/2025Campbell Newman Asset Management Inc.1,737$972K0.1%N/A0.000%
4/16/2025Tritonpoint Wealth LLC6,033$3.39M0.3%-4.9%0.001%
4/16/2025Matauro LLC81,255$45.45M9.2%+27.2%0.008%
4/16/2025Stock Yards Bank & Trust Co.96,635$54.06M1.9%-6.1%0.009%
4/16/2025Jackson Square Capital LLC5,919$3.31M1.1%+1.0%0.001%
4/16/2025BNC Wealth Management LLC3,715$2.08M0.7%-2.8%0.000%
4/16/2025Marmo Financial Group LLC56,887$31.82M17.4%+0.4%0.005%
4/16/2025Goldstone Financial Group LLC6,897$3.86M0.6%-7.9%0.001%
4/16/2025BigSur Wealth Management LLC52,445$29.43M8.0%-1.6%0.005%
4/16/2025Pullen Investment Management LLC6,165$3.45M2.2%-0.5%0.001%
4/16/2025Ipswich Investment Management Co. Inc.411$230K0.1%-68.6%0.000%
4/16/2025Kelly Financial Group LLC862$482K0.1%+8.6%0.000%
4/16/2025Cypress Point Wealth Management LLC487$272K0.1%N/A0.000%
4/16/2025RTD Financial Advisors Inc.3,177$1.78M0.2%-5.4%0.000%
4/16/2025New Century Financial Group LLC3,923$2.19M2.5%-24.8%0.000%
4/16/2025CVA Family Office LLC1,318$737K0.1%-11.4%0.000%
4/16/2025Powers Advisory Group LLC1,676$938K0.4%-1.6%0.000%
4/16/2025Signature Resources Capital Management LLC257$144K0.1%+301.6%0.000%
4/16/2025Elevation Point Wealth Partners LLC4,516$2.53M0.2%-6.2%0.000%
4/16/2025Krilogy Financial LLC11,944$6.68M0.4%-5.3%0.001%
4/16/2025Tudor Financial Inc.4,528$2.53M1.5%-8.8%0.000%
4/16/2025West Branch Capital LLC28,126$15.73M5.2%+3.8%0.003%
4/16/2025Howard Capital Management Group LLC151,101$84.52M6.6%-0.5%0.014%
4/16/2025Salem Investment Counselors Inc.29,431$16.51M0.6%+2.7%0.003%
4/16/2025CCM Investment Advisers LLC606$339K0.0%-22.2%0.000%
4/16/2025Defined Wealth Management LLC9,704$5.43M3.6%-0.4%0.001%
4/16/2025Sound Stewardship LLC504$282K0.2%-15.9%0.000%
4/16/2025Everhart Financial Group Inc.1,929$1.08M0.1%+3.4%0.000%
4/16/2025Marshall Financial Group LLC4,052$2.27M0.5%-2.0%0.000%
4/16/2025Hilltop Wealth Advisors LLC397$222K0.1%N/A0.000%
4/16/2025Randolph Co Inc3,152$1.76M0.2%-1.8%0.000%
4/16/2025Jacksonville Wealth Management LLC21,871$12.24M12.0%+2.1%0.002%
4/16/2025Martel Wealth Advisors Inc2,121$1.19M0.2%-14.2%0.000%
4/16/2025Twin Peaks Wealth Advisors LLC7,075$3.80M1.7%-5.0%0.001%
4/16/2025Sanchez Wealth Management Group52,383$29.30M8.0%+6.7%0.005%
4/16/2025Bensler LLC17,682$9.89M1.2%+6.3%0.002%
4/16/2025Seros Financial LLC2,679$1.50M1.1%-22.5%0.000%
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4/16/2025Smithbridge Asset Management Inc. DE26,939$15.07M2.8%N/A0.003%
4/16/2025Relyea Zuckerberg Hanson LLC26,991$15.10M2.0%+0.2%0.003%
4/16/2025Founders Grove Wealth Partners LLC3,896$2.18M0.6%-7.5%0.000%
4/16/2025Dodds Wealth LLC2,681$1.50M0.5%+344.6%0.000%
4/16/2025Quintet Private Bank Europe S.A.29,250$16.36M1.0%-17.8%0.003%
4/16/2025RMR Wealth Builders15,307$8.56M0.9%-8.2%0.001%
4/16/2025Hassell Wealth Management LLC5,404$2.91M1.2%-21.7%0.001%
4/16/2025NorthCrest Asset Manangement LLC48,941$27.38M0.8%-1.9%0.005%
4/16/2025Sky Investment Group LLC6,089$3.41M0.6%+2.7%0.001%
4/16/2025Patriot Investment Management Group Inc.4,488$2.51M0.2%-1.2%0.000%
(Data available from 1/1/2016 forward)

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SPY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPY shares?

During the previous two years, 4,266 institutional investors and hedge funds held shares of SPDR S&P 500 ETF Trust. The most heavily invested institutionals were Morgan Stanley ($10.34B), Northern Trust Corp ($7.90B), Bridgewater Associates LP ($4.82B), D. E. Shaw & Co. Inc. ($3.97B), TD Asset Management Inc. ($3.83B), TD Asset Management Inc ($3.82B), and Mizuho Securities USA LLC ($3.19B).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 3,693 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), Proficio Capital Partners LLC ($32.69M), Envestnet Asset Management Inc. ($27.30M), International Assets Investment Management LLC ($25.62M), Cerity Partners LLC ($8.80M), Bridgewater Associates LP ($7.52M), and D. E. Shaw & Co. Inc. ($6.28M).

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

Institutional investors have bought a total of 1,879,006,369 shares in the last 24 months. This purchase volume represents approximately $848.20B in transactions.

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

Of the 2,924 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. ($28.06M), International Assets Investment Management LLC ($14.24M), Cibc World Markets Corp ($6.46M), Morgan Stanley ($6.07M), TD Asset Management Inc ($4.45M), Toronto Dominion Bank ($3.15M), and Wellington Management Group LLP ($3.04M).

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

Institutional investors have sold a total of 141,832,029 shares in the last 24 months. This volume of shares sold represents approximately $69.37B in transactions.


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This page (NYSEARCA:SPY) was last updated on 4/17/2025 by MarketBeat.com Staff
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