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 |
|---|---|---|---|---|---|
| Gallacher Capital Management LLC | 1,863 | $974.2K | 0.49% | −421−18.4% | Reduced |
| Clarus Group, Inc. | 1,865 | $975.4K | 0.68% | +2+0.1% | Added |
| Reuter James Wealth Management, LLC | 1,865 | $975.4K | 0.68% | +2+0.1% | Added |
| Vernal Point Advisors, LLC | 1,860 | $975.9K | 0.83% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 1,869 | $977.5K | 0.77% | +37+2.0% | Added |
| Radnor Capital Management, LLC | 1,872 | $979.0K | 0.17% | 00.0% | Unchanged |
| Fidelity D & D Bancorp Inc | 1,872 | $979.2K | 0.74% | 00.0% | Unchanged |
| Theory Financial LLC | 1,872 | $979.2K | 0.50% | +78+4.3% | Added |
| Kirtland Hills Capital Management, LLC | 1,895 | $980.0K | 0.85% | +1,895 | New |
| Godshalk Welsh Capital Management, Inc. | 1,875 | $980.8K | 0.66% | 00.0% | Unchanged |
| Roberts Capital Advisors, LLC | 1,884 | $985.5K | 0.95% | +1,884 | New |
| Prosperitas Financial LLC | 1,885 | $986.2K | 0.63% | −386−17.0% | Reduced |
| Tranquilli Financial Advisor LLC | 1,888 | $987.6K | 0.66% | +1,171+163.3% | Added |
| Colonial Trust Advisors | 1,889 | $988.1K | 0.10% | +40+2.2% | Added |
| Rosenblum Silverman Sutton S F Inc | 1,891 | $989.1K | 0.28% | −29−1.5% | Reduced |
| Marino, Stram & Associates LLC | 1,891 | $989.2K | 0.23% | +1+0.1% | Added |
| Annapolis Financial Services, LLC | 1,892 | $989.6K | 0.33% | −2,296−54.8% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 1,893 | $990.0K | 0.78% | +4+0.2% | Added |
| Pine Haven Investment Counsel, Inc | 1,902 | $994.9K | 0.88% | −75−3.8% | Reduced |
| Cornerstone Planning Group LLC | 1,948 | $995.8K | 0.31% | −23−1.2% | Reduced |
| Elm Partners Management LLC | 1,905 | $996.4K | 0.08% | +202+11.9% | Added |
| Front Street Capital Management, Inc. | 1,906 | $997.0K | 0.19% | +985+106.9% | Added |
| Horizon Kinetics Asset Management LLC | 1,917 | $1.00M | 0.02% | −813−29.8% | Reduced |
| Bear Mountain Capital, Inc. | 2,004 | $1.00M | 0.43% | 00.0% | Unchanged |
| Archer Investment Corp | 1,922 | $1.01M | 0.30% | −85−4.2% | Reduced |
| Marion Wealth Management | 1,923 | $1.01M | 0.30% | +356+22.7% | Added |
| Precedent Wealth Partners, LLC | 1,924 | $1.01M | 0.43% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 1,729 | $1.01M | 0.27% | +238+16.0% | Added |
| Rinkey Investments | 1,936 | $1.01M | 0.37% | +735+61.2% | Added |
| Socha Financial Group, LLC | 1,940 | $1.01M | 0.45% | +809+71.5% | Added |
| Alerus Financial NA | 1,942 | $1.02M | 0.08% | −5−0.3% | Reduced |
| Carl P. Sherr & Co., LLC | 1,943 | $1.02M | 0.57% | 00.0% | Unchanged |
| Navalign, LLC | 1,943 | $1.02M | 0.34% | −162−7.7% | Reduced |
| Silver Oak Advisory Group, Inc. | 1,945 | $1.02M | 0.57% | +8+0.4% | Added |
| Fca Corp | 1,954 | $1.02M | 0.33% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 1,959 | $1.02M | 0.43% | +32+1.7% | Added |
| One Charles Private Wealth Services, LLC | 1,962 | $1.03M | 0.45% | +6+0.3% | Added |
| Pathway Financial Advisers, LLC | 1,967 | $1.03M | 0.37% | +404+25.8% | Added |
| Arista Wealth Management, LLC | 1,971 | $1.03M | 0.79% | −1,992−50.3% | Reduced |
| VisionPoint Advisory Group, LLC | 1,976 | $1.03M | 0.37% | +598+43.4% | Added |
| Arq Wealth Advisors, LLC | 1,977 | $1.03M | 0.45% | 00.0% | Unchanged |
| Mango Five Family, Inc. | 1,979 | $1.04M | 0.34% | −135−6.4% | Reduced |
| Full Sail Capital, LLC | 1,980 | $1.04M | 0.07% | −151−7.1% | Reduced |
| Syntegra Private Wealth Group, LLC | 1,984 | $1.04M | 0.13% | −43−2.1% | Reduced |
| Ti-Trust, Inc | 1,984 | $1.04M | 0.76% | −2−0.1% | Reduced |
| Cora Capital Advisors LLC | 1,994 | $1.04M | 0.56% | −81−3.9% | Reduced |
| Smartleaf Asset Management LLC | 1,995 | $1.04M | 0.20% | −1,072−35.0% | Reduced |
| Virginia Wealth Management Group, Inc. | 2,000 | $1.05M | 0.85% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 2,000 | $1.05M | 0.10% | +17+0.9% | Added |
| Steele Capital Management, Inc. | 1,994 | $1.05M | 0.06% | +212+11.9% | Added |
| Sterling Manor Financial, LLC | 2,001 | $1.05M | 0.79% | 00.0% | Unchanged |
| Elevatus Welath Management | 2,006 | $1.05M | 0.41% | −15,898−88.8% | Reduced |
| Asset Planning Corporation | 2,007 | $1.05M | 0.77% | +3+0.1% | Added |
| Private Wealth Strategies, L.L.C. | 2,008 | $1.05M | 0.23% | −53−2.6% | Reduced |
| Buffington Mohr McNeal | 2,008 | $1.05M | 0.19% | −117−5.5% | Reduced |
| River Street Advisors LLC | 2,010 | $1.05M | 0.71% | −53−2.6% | Reduced |
| Duncan Williams Asset Management, LLC | 2,013 | $1.05M | 0.95% | +2,013 | New |
| Chapman Investment Management, LLC | 2,017 | $1.06M | 0.78% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 2,020 | $1.06M | 0.87% | 00.0% | Unchanged |
| FreeGulliver LLC | 2,025 | $1.06M | 0.94% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 2,032 | $1.06M | 0.18% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 2,026 | $1.06M | 0.06% | 00.0% | Unchanged |
| NCP Inc. | 2,034 | $1.06M | 0.74% | +2,034 | New |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,048 | $1.07M | 0.26% | −149−6.8% | Reduced |
| Prossimo Advisors, LLC | 2,050 | $1.07M | 2.07% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 2,059 | $1.08M | 0.26% | +388+23.2% | Added |
| Picton Mahoney Asset Management | 2,060 | $1.08M | 0.05% | −300−12.7% | Reduced |
| Viewpoint Capital Management LLC | 2,063 | $1.08M | 0.69% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 2,064 | $1.08M | 0.45% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 2,067 | $1.08M | 0.28% | +666+47.5% | Added |
| Heartwood Wealth Advisors LLC | 2,068 | $1.08M | 0.13% | −11−0.5% | Reduced |
| N.E.W. Advisory Services LLC | 2,082 | $1.09M | 0.12% | +5+0.2% | Added |
| Courage Miller Partners, LLC | 2,083 | $1.09M | 0.38% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 2,084 | $1.09M | 0.45% | +2,084 | New |
| Lincoln Capital Corp | 2,086 | $1.09M | 0.48% | −4−0.2% | Reduced |
| Bellecapital International Ltd. | 2,097 | $1.10M | 0.24% | +18+0.9% | Added |
| ERn Financial, LLC | 2,097 | $1.10M | 0.19% | −45−2.1% | Reduced |
| EagleClaw Capital Managment, LLC | 2,098 | $1.10M | 0.20% | +200+10.5% | Added |
| Marcum Wealth, LLC | 2,100 | $1.10M | 0.11% | −3,354−61.5% | Reduced |
| JPL Wealth Management, LLC | 2,101 | $1.10M | 0.61% | +55+2.7% | Added |
| Blackston Financial Advisory Group, LLC | 2,102 | $1.10M | 0.73% | −479−18.6% | Reduced |
| Cape Ann Savings Bank | 2,104 | $1.10M | 0.69% | −115−5.2% | Reduced |
| Yarger Wealth Strategies, LLC | 2,106 | $1.10M | 0.75% | +7+0.3% | Added |
| Websterrogers Financial Advisors, LLC | 2,107 | $1.10M | 0.39% | −41−1.9% | Reduced |
| Financial Network Wealth Advisors LLC | 2,119 | $1.11M | 1.10% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 2,121 | $1.11M | 0.16% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 2,131 | $1.11M | 0.52% | −299−12.3% | Reduced |
| Levy Wealth Management Group, LLC | 2,346 | $1.12M | 0.31% | 00.0% | Unchanged |
| Miramar Capital, LLC | 2,160 | $1.12M | 0.28% | +49+2.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,139 | $1.12M | 0.62% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 2,142 | $1.12M | 0.23% | +61+2.9% | Added |
| Mayport, LLC | 2,145 | $1.12M | 0.43% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 2,148 | $1.12M | 0.78% | +40+1.9% | Added |
| Robinson Smith Wealth Advisors LLC | 2,150 | $1.12M | 1.08% | +10.0% | Added |
| Alpha Financial Partners, LLC | 2,150 | $1.12M | 1.02% | +15+0.7% | Added |
| Lam Group, Inc. | 2,150 | $1.12M | 0.92% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 2,368 | $1.13M | 0.21% | 00.0% | Unchanged |
| Factory Mutual Insurance Co | 2,156 | $1.13M | 0.01% | −327,000−99.3% | Reduced |
| Grey Fox Wealth Advisors, LLC | 2,151 | $1.13M | 0.42% | +825+62.2% | Added |
| Brooks, Moore & Associates, Inc. | 2,165 | $1.13M | 0.73% | −100−4.4% | Reduced |