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SPDR S&P 500 ETF Trust

SPY
Exchange
NYSE
SEC CIK
0000884394

No open-market purchases or sales by SPDR S&P 500 ETF Trust insiders were filed in the last 90 days; 4,668 institutions reported holding it in 13F filings for Q2 2026, worth $448.3B in total; 4 superinvestors hold it, including Soros Fund Management and Giverny Capital.

Q1 2024 vs. Q4 2023

How the institutions holding SPDR S&P 500 ETF Trust changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of SPY: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders3,694553,705+66
Shares630.5M1.25M583.6M−45.6M (−7.3%)
Value$295.1B$596.6M$304.2B+$9.71B (+3.3%)

55 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (207)

Institutions that held SPDR S&P 500 ETF Trust at the end of Q1 2024 but not at the end of Q4 2023.

Showing the largest 100 of 207 by value.

Institutions new to SPY in Q1 2024
InstitutionSharesValue% of portfolio
Silicon Valley Community Foundation2,501,513$1.31B47.97%
Quantitative Investment Management, LLC1,268,316$663.4M39.08%
Swiss Re Ltd950,000$496.9M99.79%
Bizma Investimentos Ltda204,390$101.7M39.66%
Old Mission Capital LLC166,171$86.9M2.13%
SpiderRock Advisors, LLC132,680$68.0M2.21%
Evoke Wealth, LLC128,018$67.2M2.00%
Diversify Advisory Services, LLC126,383$66.0M3.89%
Dynasty Wealth Management, LLC118,864$62.2M1.98%
Palo DS Manager LLC115,549$60.4M31.54%
Wallace Hart LLC104,408$54.6M45.61%
Q Global Advisors, LLC102,294$53.5M20.29%
Ardsley Advisory Partners LP100,000$52.3M7.51%
SAL Trading, LLC81,899$42.8M87.33%
BW Gestao de Investimentos Ltda.81,000$42.4M3.81%
Allianz SE78,110$40.9M1.29%
Engineers Gate Manager LP77,925$40.8M1.07%
Ace Management Global Ltd.77,054$40.3M14.90%
Schusterman Interests, LLC69,517$36.4M28.26%
Bryn Mawr Trust Co62,074$32.5M1.25%
ACT Advisors, LLC.54,977$28.8M15.76%
Penserra Capital Management LLC51,629$27.0M0.34%
Vinland Capital Management Gestora de Recursos LTDA.47,720$25.0M20.77%
Payden & Rygel Investment Group46,896$24.5M1.67%
ExodusPoint Capital Management, LP45,226$23.7M0.29%
Point72 (DIFC) Ltd45,087$23.6M1.82%
Central Pacific Bank - Trust Division40,629$21.2M2.63%
BTG Pactual Global Asset Management Ltd39,305$20.6M6.58%
Focus Financial Network, Inc.40,429$20.2M0.98%
Simplex Trading, LLC36,861$19.3M0.56%
Watts Gwilliam & Co., LLC33,530$17.5M5.42%
Redwood Capital Management, LLC32,923$17.2M2.43%
Portfolio Strategies, Inc.31,416$16.4M1.12%
Accuvest Global Advisors28,868$15.1M6.60%
Cowen and Company, LLC28,554$14.9M0.58%
Panagora Asset Management Inc28,336$14.8M0.08%
Kettle Hill Capital Management, LLC26,638$13.9M3.39%
Edge Financial Advisors LLC26,225$13.7M12.08%
American National Bank & Trust Co24,907$13.0M3.08%
Alpine Global Management, LLC22,355$11.7M2.26%
Ground Swell Capital, LLC22,231$11.6M12.19%
Cercano Management LLC21,048$11.0M0.31%
Foguth Wealth Management, LLC.20,638$10.8M5.78%
Sentinus, LLC19,386$10.1M3.57%
Mason & Associates, LLC18,300$9.57M7.29%
Aristides Capital LLC17,732$9.28M3.93%
Stevens Capital Management LP16,700$8.73M1.70%
Smithbridge Asset Management Inc16,286$8.52M1.76%
Adams Diversified Equity Fund, Inc.16,200$8.47M0.30%
BTC Capital Management, Inc.14,627$7.65M0.70%
Mitsubishi UFJ Asset Management (UK) Ltd.13,600$7.11M3.61%
Hartline Investment Corp13,376$7.00M1.23%
St. Louis Financial Planners Asset Management, LLC13,427$6.97M6.27%
Davies Financial Advisors, Inc.13,311$6.96M7.11%
Old North State Trust, LLC12,049$6.30M5.33%
Boston Mountain Money Management Inc11,984$6.27M4.29%
Cubist Systematic Strategies, LLC11,628$6.08M0.07%
OmniStar Financial Group, Inc.11,423$5.98M5.47%
Coordinated Financial Services, Inc.10,626$5.56M4.85%
Point72 Italy, S.r.l.10,000$5.23M2.15%
Coppell Advisory Solutions Corp.9,833$5.14M0.97%
Imprint Wealth LLC9,659$5.04M1.22%
Nisa Investment Advisors, LLC9,518$4.99M0.03%
Zimmer Partners, LP9,500$4.97M0.11%
LRI Investments, LLC9,302$4.87M1.23%
Breakwater Investment Management8,833$4.62M2.13%
CM Wealth Advisors LLC8,166$4.22M1.21%
Empowered Funds, LLC7,185$3.76M0.07%
Cascade Financial Partners, LLC7,167$3.66M0.53%
Elite Wealth Management, Inc.6,875$3.60M0.88%
Botty Investors LLC6,579$3.45M1.44%
Councilmark Asset Management, LLC6,245$3.27M2.35%
Pullen Investment Management, LLC5,980$3.13M2.64%
Spirepoint Private Client, LLC5,464$2.86M0.44%
Yost Capital Management, LP5,170$2.70M4.18%
Prelude Capital Management, LLC4,905$2.57M0.18%
Community Financial Services Group, LLC4,798$2.51M0.57%
Coulter & Justus Financial Services, LLC4,671$2.44M0.54%
Clayton Financial Group LLC4,410$2.31M1.05%
General Partner, Inc.4,088$2.14M1.34%
Hilltop National Bank4,045$2.12M0.72%
Roberts Wealth Advisors, LLC4,118$2.08M0.78%
McCarthy & Cox3,901$2.04M0.77%
Ransom Advisory, Ltd3,717$1.94M1.04%
Forthright Family Wealth Advisory LLC3,655$1.91M1.28%
United Advisor Group, LLC3,617$1.89M0.71%
XTX Topco Ltd3,372$1.76M0.24%
Bright Financial Advisors, Inc.3,408$1.72M1.37%
Melfa Wealth Management, LLC3,197$1.67M1.21%
TrueWealth Financial Partners3,059$1.60M1.12%
Headlands Technologies LLC3,041$1.59M0.38%
Legacy Financial Group LLC3,020$1.58M0.32%
TruNorth Capital Management, LLC2,958$1.55M0.53%
Meyer Handelman Co2,750$1.44M0.05%
Skaana Management L.P.2,500$1.31M0.36%
DHK Financial Advisors, Inc.2,482$1.30M0.92%
Northstar Advisory Group, LLC2,424$1.26M0.76%
Idaho Trust Bank2,374$1.24M1.20%
Atlanta Consulting Group Advisors, LLC2,200$1.15M0.40%
Integral Investment Advisors, Inc.2,084$1.09M0.45%

Sold out (141)

Institutions that held SPDR S&P 500 ETF Trust at the end of Q4 2023 and filed for Q1 2024 without it.

Showing the largest 100 of 141 by value.

Institutions that sold out of SPY in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Optiver Holding B.V.3,472,155$1.65B
Clear Street LLC2,499,900$1.19B
Squarepoint Ops LLC2,347,118$1.12B
Echo Street Capital Management LLC1,537,106$730.6M
Meiji Yasuda Life Insurance Co726,951$345.5M
IMC-Chicago, LLC590,689$280.8M
Cetera Advisor Networks LLC541,340$257.3M
Cetera Advisors LLC497,093$236.3M
Marathon Trading Investment Management LLC297,833$141.6M
Laurion Capital Management LP255,000$121.2M
Tredje AP-fonden250,076$118.9M
Alphadyne Asset Management LP200,000$95.1M
Navigation Wealth Management, Inc.174,478$82.9M
Gladius Capital Management LP168,944$80.3M
Soros Fund Management LLCSuperinvestorSoros Fund Management165,498$78.7M
Redmile Group, LLC142,500$67.7M
Ensign Peak Advisors, Inc140,000$66.5M
Luxor Capital Group, LP108,955$51.8M
TRB Advisors LP100,000$47.5M
AdvisorShares Investments LLC98,498$46.8M
Meridian Wealth Management, LLC78,743$37.4M
Axxcess Wealth Management, LLC77,162$36.3M
Eagle Capital Management LLC63,956$30.4M
Cantor Fitzgerald, L. P.32,658$27.8M
Azora Capital LP56,140$26.7M
Point72 Asia (Singapore) Pte. Ltd.47,139$22.4M
Bayesian Capital Management, LP45,200$21.5M
Waycross Partners, LLC45,000$21.4M
Woodline Partners LP44,364$21.1M
Curated Wealth Partners LLC41,305$19.6M
Advanced Portfolio Management, LLC40,000$19.0M
Parallax Volatility Advisers, L.P.39,216$18.6M
Panview Asian Equity Master Fund39,000$18.5M
Lanham O'Dell & Company, Inc.32,854$15.6M
Gillson Capital LP28,171$13.4M
First Eagle Investment Management, LLC27,500$13.1M
AlphaCore Capital LLC24,336$11.6M
SageView Advisory Group, LLC21,393$10.5M
Todd Asset Management LLC21,630$10.3M
Accent Capital Management, LLC20,935$9.95M
Alta Capital Management LLC19,388$9.22M
Eagle Asset Management Inc19,248$9.15M
Vident Advisory, LLC19,154$9.10M
Windham Capital Management, LLC15,406$7.32M
Coho Partners, Ltd.15,201$7.23M
MYDA Advisors LLC14,400$6.84M
Curi Capital13,992$6.65M
North Peak Capital Management, LLC13,110$6.23M
Alight Capital Management LP13,000$6.18M
Scoggin Management LP12,500$5.94M
Hartree Partners, LP10,150$4.82M
Epoch Investment Partners, Inc.10,037$4.77M
StemPoint Capital LP9,921$4.72M
BlueSky Wealth Advisors, LLC8,845$4.20M
Corbin Capital Partners, L.P.8,600$4.09M
Bristol Gate Capital Partners Inc.8,315$3.95M
LJI Wealth Management, LLC8,169$3.88M
ORG Partners LLC7,972$3.79M
FDx Advisors, Inc.7,370$3.50M
Vestmark Advisory Solutions, Inc.6,910$3.28M
New York Life Investment Management LLC6,511$3.09M
All Season Financial Advisors, Inc.5,896$2.80M
Invera Wealth Advisors, LLC5,844$2.78M
C2C Wealth Management, LLC5,715$2.72M
Hillman Capital Management, Inc.5,293$2.52M
Grey Street Capital, LLC4,454$2.13M
Scholtz & Company, LLC4,442$2.11M
HFG Wealth Management, LLC3,600$1.71M
Dorsey Wright & Associates3,583$1.70M
Arlington Partners LLC3,499$1.66M
Vulcan Value Partners, LLC3,472$1.64M
Smead Capital Management, Inc.2,944$1.40M
Kooman & Associates2,927$1.39M
WoodTrust Financial Corp2,839$1.35M
Punch & Associates Investment Management, Inc.2,594$1.23M
Cornerstone Investment Partners, LLC2,546$1.21M
Artemis Wealth Advisors, LLC2,221$1.06M
3Chopt Investment Partners, LLC2,179$1.04M
Patient Capital Management, LLC2,091$994.0K
Seizert Capital Partners, LLC2,075$986.3K
Quest Partners LLC2,000$950.6K
Castellan Group, LLC1,691$803.8K
CMH Wealth Management LLC1,621$770.5K
Scissortail Wealth Management, LLC1,420$697.7K
Laidlaw Wealth Management LLC1,400$665.5K
Summitry LLC1,276$606.5K
Investidor Profissional Gestao de Recursos Ltda.1,146$544.7K
Covenant Partners, LLC1,116$530.4K
Lineweaver Wealth Advisors, LLC999$475.1K
Hyperion Capital Advisors LP952$452.5K
Columbia Advisory Partners LLC869$413.0K
Point72 Europe (London) LLP862$409.7K
Jackson Thornton Asset Management, LLC807$383.6K
Sprinkle Financial Consultants LLC795$377.9K
Touchstone Capital, Inc.789$375.0K
Cox Capital Mgt LLC777$369.3K
Hixon Zuercher, LLC759$360.8K
Guild Investment Management, Inc.750$356.5K
May Barnhard Investments LLC723$343.9K
Campbell Newman Asset Management Inc720$342.2K

Not filed for Q1 2024 yet (55)

Institutions that held SPDR S&P 500 ETF Trust at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SPY in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Lumina Fund Management LLC321,771$152.9M
Sawtooth Solutions, LLC184,768$87.8M
Wade G W & Inc105,411$50.1M
Traverso Chambers Private Wealth Management, LLC83,117$39.5M
Strategic Wealth Designers77,401$36.8M
Focus Financial Network Inc72,859$34.8M
StrategIQ Financial Group, LLC67,702$32.2M
DB Wealth Management Group, LLC56,194$26.7M
Telemus Capital, LLC47,085$22.4M
Bartlett & Co. LLC33,531$16.0M
DFPG Investments, LLC27,223$12.8M
Provence Wealth Management Group24,181$11.5M
Putnam Investments LLC19,806$9.41M
Watershed Asset Management, L.L.C.15,946$7.58M
Landmark Financial Advisors, LLC12,447$5.92M
Bridgeworth, LLC12,299$5.85M
Coppell Advisory Solutions LLC10,982$5.22M
Wealthsource Partners, LLC9,189$4.37M
Platform Technology Partners6,562$3.29M
Baystate Wealth Management LLC5,651$2.69M
Financial Advisors Network, Inc.5,176$2.46M
LWS Wealth Advisors, Inc.5,029$2.39M
Wedgewood Investors Inc4,197$1.99M
Portsea Asset Management LLP3,795$1.80M
Engrave Wealth Partners LLC3,549$1.69M
Banta Asset Management LP3,465$1.65M
Maia Wealth LLC3,449$1.64M
Lee Danner & Bass Inc2,681$1.27M
Asset Management Resources, LLC2,526$1.20M
Resource Consulting Group Inc2,398$1.14M
Desjardins Global Asset Management Inc.2,293$1.09M
Day & Ennis, LLC2,204$1.05M
Hudson Portfolio Management LLC2,091$993.9K
Retirement Investment Advisors, Inc.1,983$942.5K
Alamar Capital Management, LLC1,587$757.3K
Columbia Trust Co 010120161,251$594.6K
Moreno Evelyn V1,200$570.4K
Luts & Greenleigh Group, Inc1,141$542.6K
Golden State Equity Partners1,057$502.3K
Resource Planning Group1,037$492.9K
TPG Financial Advisors, LLC983$466.5K
Rainsberger Wealth Advisors, Inc.840$399.3K
Regal Wealth Group, Inc.821$383.4K
EisnerAmper Wealth Management Corporate Benefits, LLC792$376.0K
Hobbs Group Advisors, LLC723$343.7K
Strategic Investment Solutions, Inc.700$332.9K
Fiat Wealth Management LLC663$315.1K
Red Mountain Financial, LLC602$286.1K
Bridgecreek Investment Management, LLC600$285.2K
Alterity Financial Group, LLC594$282.2K
Live Oak Investment Partners–$266.6K
Cohen Lawrence B491$233.4K
Fairfield Financial Advisors, LTD85$40.4K
Nalls Sherbakoff Group, LLC40$19.0K
HWG Holdings LP1$475