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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,668 | $448.3B |
| Q1 2026 | 4,600 | $356.9B |
| Q4 2025 | 4,646 | $374.7B |
| Q3 2025 | 4,264 | $357.7B |
| Q2 2025 | 4,245 | $343.0B |
| Q1 2025 | 4,189 | $313.6B |
| Q4 2024 | 4,242 | $342.5B |
| Q3 2024 | 3,807 | $328.5B |
| Q2 2024 | 3,766 | $299.6B |
| Q1 2024 | 3,705 | $304.2B |
| Q4 2023 | 3,694 | $295.1B |
| Q3 2023 | 3,329 | $230.9B |
| Q2 2023 | 3,310 | $249.1B |
| Q1 2023 | 3,268 | $214.8B |
| Q4 2022 | 3,310 | $207.8B |
| Q3 2022 | 3,059 | $200.9B |
| Q2 2022 | 3,099 | $207.3B |
| Q1 2022 | 3,144 | $258.8B |
| Q4 2021 | 3,181 | $290.9B |
| Q3 2021 | 2,758 | $245.4B |
| Q2 2021 | 2,744 | $231.3B |
| Q1 2021 | 2,734 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hexagon Capital Partners LLC | 1,586 | $829.4K | 0.18% | +59+3.9% | Added |
| Ruedi Wealth Management, Inc. | 1,590 | $831.7K | 0.35% | +1+0.1% | Added |
| TFB Advisors LLC | 1,664 | $832.6K | 0.30% | +296+21.6% | Added |
| WESPAC Advisors, LLC | 1,596 | $834.7K | 0.49% | +101+6.8% | Added |
| Crown Wealth Group, LLC | 1,598 | $836.0K | 0.43% | +898+128.3% | Added |
| Concentric Wealth Management, LLC | 1,599 | $836.4K | 0.22% | 00.0% | Unchanged |
| Hansen & Associates Financial Group, Inc. | 1,690 | $836.8K | 0.48% | +1,690 | New |
| Dock Street Asset Management Inc | 1,602 | $838.0K | 0.13% | +293+22.4% | Added |
| Souders Financial Advisors | 1,603 | $838.2K | 0.13% | −197−10.9% | Reduced |
| Aft, Forsyth & Company, Inc. | 1,603 | $838.5K | 0.48% | +22+1.4% | Added |
| Fundamentun, LLC | 1,606 | $840.4K | 0.08% | −526−24.7% | Reduced |
| Kraft Asset Management, LLC | 1,612 | $843.2K | 0.68% | −52−3.1% | Reduced |
| Asset Planning Services Inc | 1,614 | $844.0K | 0.47% | −460−22.2% | Reduced |
| McDonough Capital Management, Inc | 1,615 | $844.8K | 0.67% | +11+0.7% | Added |
| Morris Retirement Advisors, LLC | 1,624 | $849.3K | 0.51% | +206+14.5% | Added |
| Commonwealth Retirement Investments LLC | 1,624 | $849.5K | 0.41% | +57+3.6% | Added |
| Spinnaker Investment Group, LLC | 1,628 | $851.4K | 0.24% | 00.0% | Unchanged |
| BancFirst Trust & Investment Management | 1,627 | $851.5K | 0.40% | −438−21.2% | Reduced |
| Capital Management Associates, Inc | 1,628 | $851.7K | 0.63% | −10,706−86.8% | Reduced |
| Gradient Investments LLC | 1,633 | $854.0K | 0.02% | −3,646−69.1% | Reduced |
| Fairman Group, LLC | 1,628 | $854.2K | 0.81% | +277+20.5% | Added |
| Cetera Trust Company, N.A | 1,636 | $855.7K | 0.51% | −3,665−69.1% | Reduced |
| Seaside Wealth Management, Inc. | 1,639 | $857.3K | 0.37% | +6+0.4% | Added |
| Fortress Wealth Management, Inc. | 1,639 | $857.4K | 0.44% | +169+11.5% | Added |
| Dravo Bay LLC | 1,641 | $858.4K | 0.51% | +539+48.9% | Added |
| Unison Asset Management LLC | 1,645 | $860.5K | 0.45% | +372+29.2% | Added |
| Sinecera Capital, LLC | 1,641 | $861.0K | 1.19% | 00.0% | Unchanged |
| Mosley Wealth Management | 1,646 | $861.0K | 0.81% | −141−7.9% | Reduced |
| Kidder Stephen W | 1,650 | $863.1K | 0.28% | −100−5.7% | Reduced |
| Providence Capital Advisors, LLC | 1,651 | $864.1K | 0.19% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 1,653 | $864.9K | 0.29% | −20−1.2% | Reduced |
| Johnson & White Wealth Management, LLC | 1,657 | $867.0K | 0.63% | +8+0.5% | Added |
| ONE Advisory Partners, LLC | 1,659 | $867.8K | 0.43% | −53−3.1% | Reduced |
| Advocacy Wealth Management Services, LLC | 1,659 | $867.8K | 0.07% | 00.0% | Unchanged |
| Rockwood Wealth Management, LLC | 1,660 | $868.2K | 0.11% | +27+1.7% | Added |
| My Purposeful Wealth Corp. | 1,661 | $868.8K | 0.52% | +10+0.6% | Added |
| 626 Financial, LLC | 1,664 | $870.4K | 0.53% | −38−2.2% | Reduced |
| JCP Investment Management, LLC | 1,669 | $873.1K | 1.39% | +533+46.9% | Added |
| RFP Financial Group LLC | 1,672 | $874.4K | 0.34% | −80−4.6% | Reduced |
| Regatta Capital Group, LLC | 1,674 | $875.5K | 0.20% | +99+6.3% | Added |
| Shakespeare Wealth Management, Inc. | 1,683 | $880.1K | 0.26% | −9−0.5% | Reduced |
| Diversified Investment Strategies, LLC | 1,684 | $880.9K | 0.59% | +65+4.0% | Added |
| Somerset Group LLC | 1,686 | $881.9K | 0.83% | −1,000−37.2% | Reduced |
| Redwood Investment Management, LLC | 1,694 | $886.0K | 0.08% | +1,216+254.4% | Added |
| Wealth Effects LLC | 1,694 | $886.3K | 0.33% | −369−17.9% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 1,702 | $890.3K | 0.37% | +82+5.1% | Added |
| Strategic Financial Services, Inc, | 1,705 | $892.0K | 0.06% | +6+0.4% | Added |
| Powers Advisory Group, LLC | 1,707 | $892.9K | 0.51% | −1−0.1% | Reduced |
| Martin Capital Advisors, LLP | 1,707 | $892.9K | 0.70% | 00.0% | Unchanged |
| Nicollet Investment Management, Inc. | 1,708 | $893.0K | 0.33% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 1,708 | $893.2K | 0.30% | +537+45.9% | Added |
| West Michigan Advisors, LLC | 1,714 | $896.4K | 0.29% | +1,714 | New |
| Jessup Wealth Management, Inc | 1,717 | $898.1K | 0.38% | −6−0.3% | Reduced |
| Live Oak Private Wealth LLC | 1,721 | $900.1K | 0.16% | −25−1.4% | Reduced |
| Passive Capital Management, LLC. | 1,723 | $901.2K | 0.35% | 00.0% | Unchanged |
| Intergy Private Wealth, LLC | 1,725 | $902.3K | 0.37% | 00.0% | Unchanged |
| Addenda Capital Inc. | 1,727 | $903.4K | 0.03% | −485−21.9% | Reduced |
| GHP Investment Advisors, Inc. | 1,733 | $906.7K | 0.04% | +51+3.0% | Added |
| Myecfo, LLC | 1,741 | $910.7K | 0.53% | 00.0% | Unchanged |
| IMS Capital Management | 1,743 | $912.0K | 0.42% | +16+0.9% | Added |
| Naviter Wealth, LLC | 1,739 | $912.6K | 0.15% | −201−10.4% | Reduced |
| Acadian Asset Management LLC | 1,749 | $913.0K | 0.00% | −12,353−87.6% | Reduced |
| Park Place Capital Corp | 1,749 | $914.8K | 0.33% | +1,519+660.4% | Added |
| Mach-1 Financial Group, Inc. | 1,750 | $915.4K | 0.70% | +1,671+2,115.2% | Added |
| Independent Investors Inc | 1,755 | $918.0K | 0.22% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 1,755 | $918.1K | 0.43% | +94+5.7% | Added |
| Retirement Group, LLC | 1,757 | $919.3K | 0.33% | +96+5.8% | Added |
| Strid Group, LLC | 1,763 | $922.2K | 0.17% | +7+0.4% | Added |
| Jmac Enterprises LLC | 1,765 | $923.4K | 0.17% | −20−1.1% | Reduced |
| Wescott Financial Advisory Group, LLC | 1,766 | $923.6K | 0.11% | +527+42.5% | Added |
| Concord Wealth Partners | 1,768 | $924.5K | 0.17% | +141+8.7% | Added |
| Arvest Investments, Inc. | 1,769 | $925.3K | 0.15% | −20−1.1% | Reduced |
| Hemenway Trust Co LLC | 1,774 | $927.9K | 0.08% | +355+25.0% | Added |
| Weatherly Asset Management L. P. | 1,769 | $928.1K | 0.09% | +3+0.2% | Added |
| IMA Wealth, Inc. | 1,783 | $932.6K | 0.44% | −110−5.8% | Reduced |
| Red Tortoise LLC | 1,795 | $939.0K | 0.52% | −4−0.2% | Reduced |
| Fort Pitt Capital Group, LLC | 1,800 | $941.5K | 0.03% | +852+89.9% | Added |
| HTG Investment Advisors, Inc. | 1,802 | $942.7K | 0.55% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 1,804 | $944.0K | 0.51% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 1,810 | $946.8K | 0.41% | +2+0.1% | Added |
| KPP Advisory Services LLC | 1,811 | $947.3K | 0.26% | +1,811 | New |
| Financial Partners Group, LLC | 1,814 | $948.9K | 0.37% | +7+0.4% | Added |
| tru Independence LLC | 1,818 | $951.0K | 0.28% | −444−19.6% | Reduced |
| High Note Wealth, LLC | 1,820 | $952.0K | 0.31% | −124−6.4% | Reduced |
| Werba Rubin Papier Wealth Management | 1,815 | $952.2K | 0.28% | −34−1.8% | Reduced |
| Vista Investment Management | 1,822 | $953.0K | 0.39% | −5−0.3% | Reduced |
| Kapstone Financial Advisors LLC | 1,827 | $955.6K | 0.65% | +20+1.1% | Added |
| Pension & Wealth Management Advisors, Inc. | 1,827 | $956.2K | 0.63% | +319+21.2% | Added |
| Burton Enright Welch | 1,830 | $957.1K | 0.23% | −3−0.2% | Reduced |
| Ategra Capital Management, LLC | 1,838 | $961.4K | 0.44% | 00.0% | Unchanged |
| Austin Wealth Management, LLC | 1,815 | $961.6K | 0.24% | +1,815 | New |
| Vance Wealth, Inc. | 1,840 | $962.3K | 0.38% | +253+15.9% | Added |
| Warren Street Wealth Advisors, LLC | 1,853 | $969.2K | 0.48% | 00.0% | Unchanged |
| Poplar Forest Capital LLC | 1,855 | $970.3K | 0.13% | 00.0% | Unchanged |
| Caxton Corp | 1,856 | $971.0K | 5.53% | +534+40.4% | Added |
| Trivant Custom Portfolio Group, LLC | 1,860 | $972.9K | 0.62% | −731−28.2% | Reduced |
| Doheny Asset Management | 1,861 | $973.0K | 0.80% | +361+24.1% | Added |
| Wealth Quarterback LLC | 1,861 | $973.2K | 0.54% | +18+1.0% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 1,861 | $973.3K | 0.40% | −220−10.6% | Reduced |
| Meeder Asset Management Inc | 1,861 | $973.4K | 0.06% | 00.0% | Unchanged |