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Livermore
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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.

13F holders, Q1 2024

Institutional positions in SPDR S&P 500 ETF Trust as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
3,705
+66 vs. Q4 2023
Shares held
583.6M
−45.6M (−7.3%) vs. Q4 2023
Total value
$304.2B
+$9.71B (+3.3%) vs. Q4 2023
New holders
207
1,431 more added
Sold out
141
1,589 more reduced

55 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SPY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2024: 3,705 institutions
Q1 2021: 2,734 institutionsQ2 2021: 2,744 institutionsQ3 2021: 2,758 institutionsQ4 2021: 3,181 institutionsQ1 2022: 3,144 institutionsQ2 2022: 3,099 institutionsQ3 2022: 3,059 institutionsQ4 2022: 3,310 institutionsQ1 2023: 3,268 institutionsQ2 2023: 3,310 institutionsQ3 2023: 3,329 institutionsQ4 2023: 3,694 institutionsQ1 2024: 3,705 institutionsQ2 2024: 3,766 institutionsQ3 2024: 3,807 institutionsQ4 2024: 4,242 institutionsQ1 2025: 4,189 institutionsQ2 2025: 4,245 institutionsQ3 2025: 4,264 institutionsQ4 2025: 4,646 institutionsQ1 2026: 4,600 institutionsQ2 2026: 4,668 institutions
Value heldQ1 2024: $304.2B
Q1 2021: $225.0BQ2 2021: $231.3BQ3 2021: $245.4BQ4 2021: $290.9BQ1 2022: $258.8BQ2 2022: $207.3BQ3 2022: $200.9BQ4 2022: $207.8BQ1 2023: $214.8BQ2 2023: $249.1BQ3 2023: $230.9BQ4 2023: $295.1BQ1 2024: $304.2BQ2 2024: $299.6BQ3 2024: $328.5BQ4 2024: $342.5BQ1 2025: $313.6BQ2 2025: $343.0BQ3 2025: $357.7BQ4 2025: $374.7BQ1 2026: $356.9BQ2 2026: $448.3B
Institutions holding SPY and their total value by quarter
QuarterHoldersValue
Q2 20264,668$448.3B
Q1 20264,600$356.9B
Q4 20254,646$374.7B
Q3 20254,264$357.7B
Q2 20254,245$343.0B
Q1 20254,189$313.6B
Q4 20244,242$342.5B
Q3 20243,807$328.5B
Q2 20243,766$299.6B
Q1 20243,705$304.2B
Q4 20233,694$295.1B
Q3 20233,329$230.9B
Q2 20233,310$249.1B
Q1 20233,268$214.8B
Q4 20223,310$207.8B
Q3 20223,059$200.9B
Q2 20223,099$207.3B
Q1 20223,144$258.8B
Q4 20213,181$290.9B
Q3 20212,758$245.4B
Q2 20212,744$231.3B
Q1 20212,734$225.0B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding SPDR S&P 500 ETF Trust; share changes are against Q4 2023.

Institutions holding SPY in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Macquarie Group Ltd54$280.00%+54New
Semmax Financial Advisors Inc.1$2610.00%−36−97.3%Reduced
PEAK6 Investments LLC1$5100.00%−1−50.0%Reduced
Equitec Proprietary Markets, LLC2$1.05K0.00%−17,635−100.0%Reduced
Dogwood Wealth Management LLC2$1.05K0.00%+2New
ARK Investment Management LLCSuperinvestorARK Invest4$2.02K0.00%+4New
Global Assets Advisory, LLC1,188,718$2.28K0.10%+1,188,718New
University of Texas/Texas Am Investment Managment Co5$2.38K0.00%00.0%Unchanged
Hillsdale Investment Management Inc.5$2.62K0.00%00.0%Unchanged
Horizons Wealth Management7$3.33K0.00%00.0%Unchanged
Gs Investments, Inc.8$4.18K0.00%00.0%Unchanged
Orion Capital Management LLC8$4.18K0.00%00.0%Unchanged
Insight Financial Services11$5.75K0.01%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)13$6.80K0.00%00.0%Unchanged
Eukles Asset Management13$6.80K0.00%00.0%Unchanged
Capco Asset Management, LLC14$7.32K0.00%+14New
Gould Capital, LLC20$10.5K0.01%00.0%Unchanged
Valued Wealth Advisors LLC22$11.5K0.01%+22New
DecisionPoint Financial, LLC24$12.2K0.00%00.0%Unchanged
Pingora Partners LLC25$13.1K0.01%00.0%Unchanged
Copeland Capital Management, LLC29$15.2K0.00%+5+20.8%Added
Cypress Capital Management LLC (WY)30$15.7K0.02%00.0%Unchanged
Covestor Ltd52$16.0K0.01%+23+79.3%Added
Advantage Trust Co31$16.2K0.01%00.0%Unchanged
Hamilton Capital, LLC23,500$16.5K0.00%+23,500New
Pineridge Advisors LLC44$22.9K0.01%−249−85.0%Reduced
Game Plan Financial Advisors, LLC50$26.2K0.01%00.0%Unchanged
Broadwater Capital Management LLC50$26.2K0.02%00.0%Unchanged
Legend Financial Advisors, Inc.51$26.7K0.02%−44−46.3%Reduced
MB, Levis & Associates, LLC53$27.7K0.01%00.0%Unchanged
Moser Wealth Advisors, LLC55$28.8K0.02%00.0%Unchanged
Warther Private Wealth, LLC57$29.8K0.01%00.0%Unchanged
CGC Financial Services, LLC60$31.4K0.02%00.0%Unchanged
PayPay Securities Corp62$32.4K1.62%−12−16.2%Reduced
Evergreen Private Wealth LLC68$35.6K0.02%00.0%Unchanged
Kessler Investment Group, LLC70$36.6K0.02%+70New
FPC Investment Advisory, Inc.75$37.9K0.04%+75New
DB Fitzpatrick & Co, Inc79$41.3K0.04%00.0%Unchanged
Riverview Trust Co80$41.8K0.03%+80New
Transcendent Capital Group LLC81$42.1K0.02%+1+1.3%Added
Essex Investment Management Co LLC81$42.4K0.01%−940−92.1%Reduced
Vermillion & White Wealth Management Group, LLC83$43.4K0.03%00.0%Unchanged
Scarborough Advisors, LLC83$43.7K0.02%+15+22.1%Added
New England Capital Financial Advisors LLC86$45.0K0.03%+44+104.8%Added
FWL Investment Management, LLC92$48.1K0.03%−3−3.2%Reduced
Northwest Bank & Trust Co100$50.2K0.05%00.0%Unchanged
Vigilare Wealth Management98$51.3K0.03%+98New
REAP Financial Group, LLC100$52.3K0.01%−32−24.2%Reduced
Skylands Capital, LLC100$52.3K0.01%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.102$53.4K0.04%+1+1.0%Added
Creekmur Asset Management LLC107$56.0K0.02%−152−58.7%Reduced
Arcadia Investment Advisors LLC111$58.0K0.03%00.0%Unchanged
Transamerica Financial Advisors, Inc.113$59.0K0.01%+24+27.0%Added
Deane Retirement Strategies, Inc.114$59.6K0.03%+114New
Dynamic Wealth Strategies, LLC119$62.0K0.05%+9+8.2%Added
Studio Investment Management LLC121$63.5K0.02%00.0%Unchanged
Stuart Chaussee & Associates, Inc.130$68.0K0.02%00.0%Unchanged
Prestige Wealth Management Group LLC131$68.7K0.01%00.0%Unchanged
Atlantic Trust, LLC141$73.8K0.02%00.0%Unchanged
Hoey Investments, Inc145$75.8K0.02%00.0%Unchanged
Milestone Investment Advisors LLC152$79.5K0.02%00.0%Unchanged
True Wealth Design, LLC164$85.8K0.02%−63−27.8%Reduced
Benjamin Edwards Inc165$86.0K0.02%+43+35.2%Added
Perkins Coie Trust Co169$88.4K0.02%00.0%Unchanged
Exchange Traded Concepts, LLC169$88.4K0.00%+169New
Citizens National Bank Trust Department178$93.1K0.02%00.0%Unchanged
Tradewinds Capital Management, LLC178$93.2K0.03%−21,112−99.2%Reduced
Evolution Advisers, Inc.179$94.0K0.06%00.0%Unchanged
VitalStone Financial, LLC281$95.0K0.07%+92+48.7%Added
Corecam Pte. Ltd.182$95.4K0.09%00.0%Unchanged
Horrell Capital Management, Inc.183$96.0K0.03%+1+0.5%Added
McCarthy Grittinger Financial Group, LLC186$97.3K0.03%00.0%Unchanged
Hartford Financial Management Inc.187$97.8K0.02%+27+16.9%Added
McClarren Financial Advisors, Inc.191$100.0K0.07%+1+0.5%Added
Pacifica Partners Inc.201$104.4K0.05%−18−8.2%Reduced
Goodman Advisory Group, LLC210$109.8K0.03%00.0%Unchanged
Standard Family Office LLC210$109.8K0.15%+210New
Mendota Financial Group, LLC212$110.9K0.06%00.0%Unchanged
Horizon Bancorp Inc213$111.0K0.05%−292−57.8%Reduced
Cadent Capital Advisors, LLC217$113.3K0.05%+1+0.5%Added
Centerpoint Advisors, LLC232$121.0K0.05%+165+246.3%Added
DAGCO, Inc.232$121.4K0.06%+122+110.9%Added
RE Dickinson Investment Advisors, LLC241$126.0K0.08%+1+0.4%Added
HBC Financial Services, PLLC260$130.0K0.09%00.0%Unchanged
Osterweis Capital Management Inc–$132.3K0.01%––
Kiely Wealth Advisory Group, Inc.275$140.3K0.08%−256−48.2%Reduced
Avion Wealth277$145.0K0.04%+11+4.1%Added
Stephens Consulting, LLC292$152.7K0.05%00.0%Unchanged
Financial Freedom, LLC292$152.9K0.09%00.0%Unchanged
JJJ Advisors Inc.295$154.4K0.03%−56−16.0%Reduced
FRG Family Wealth Advisors LLC309$155.1K0.03%+309New
Tamar Securities, LLC303$158.6K0.03%+303New
Jag Capital Management, LLC305$159.5K0.02%+305New
JCIC Asset Management Inc.305$159.5K0.07%00.0%Unchanged
Strengthening Families & Communities, LLC305$160.0K0.09%+1+0.3%Added
Chelsea Counsel Co310$162.6K0.09%+25+8.8%Added
Carolina Wealth Advisors, LLC311$162.7K0.09%+250+409.8%Added
Field & Main Bank312$163.2K0.06%00.0%Unchanged
STRS Ohio320$167.0K0.00%+75+30.6%Added
Grayhawk Investment Strategies Inc.320$167.4K0.15%00.0%Unchanged