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 |
|---|---|---|---|---|---|
| Vaughan & Co Securities, Inc. | 2,171 | $1.14M | 0.72% | −25−1.1% | Reduced |
| Sym Financial Corp | 2,176 | $1.14M | 0.19% | −5−0.2% | Reduced |
| Assetmark, Inc | 2,177 | $1.14M | 0.00% | +367+20.3% | Added |
| Graybill Bartz & Assoc Ltd | 2,178 | $1.14M | 0.48% | +147+7.2% | Added |
| Charles Schwab Investment Advisory, Inc. | 2,180 | $1.14M | 0.00% | −90−4.0% | Reduced |
| Wellington Shields Capital Management, LLC | 2,180 | $1.14M | 0.21% | −2,410−52.5% | Reduced |
| Gordian Capital Singapore Pte Ltd | 2,180 | $1.14M | 0.85% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 2,183 | $1.14M | 0.72% | −55−2.5% | Reduced |
| Coastal Bridge Advisors, LLC | 2,188 | $1.14M | 0.26% | +53+2.5% | Added |
| Von Berge Wealth Management Group, LLC | 2,196 | $1.15M | 0.74% | +2+0.1% | Added |
| Atlanta Consulting Group Advisors, LLC | 2,200 | $1.15M | 0.40% | +2,200 | New |
| Boyd Wealth Management, LLC | 2,204 | $1.15M | 0.66% | +5+0.2% | Added |
| Castle Wealth Management LLC | 2,205 | $1.16M | 0.60% | −323−12.8% | Reduced |
| Trinity Legacy Partners, LLC | 2,214 | $1.16M | 0.34% | −1,412−38.9% | Reduced |
| True Link Financial Advisors, LLC | 2,215 | $1.16M | 0.11% | −136−5.8% | Reduced |
| Sebold Capital Management, Inc. | 2,217 | $1.16M | 0.78% | −25−1.1% | Reduced |
| Massachusetts Wealth Management | 2,218 | $1.16M | 0.82% | −25−1.1% | Reduced |
| Fiduciary Group LLC | 2,221 | $1.16M | 0.13% | −54−2.4% | Reduced |
| FinTrust Capital Advisors, LLC | 2,222 | $1.16M | 0.22% | −630−22.1% | Reduced |
| Armor Investment Advisors, LLC | 2,223 | $1.16M | 0.56% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 2,222 | $1.16M | 0.13% | −113−4.8% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,226 | $1.16M | 0.30% | −254−10.2% | Reduced |
| Ratio Wealth Group | 2,229 | $1.17M | 0.22% | +7+0.3% | Added |
| Pekin Hardy Strauss, Inc. | 2,231 | $1.17M | 0.16% | +135+6.4% | Added |
| Midwest Financial Group LLC | 2,233 | $1.17M | 0.78% | +146+7.0% | Added |
| Kavar Capital Partners Group, LLC | 2,233 | $1.17M | 0.22% | −2,363−51.4% | Reduced |
| Heritage Investors Management Corp | 2,236 | $1.17M | 0.04% | −271−10.8% | Reduced |
| Francis Financial, Inc. | 2,237 | $1.17M | 0.38% | −40−1.8% | Reduced |
| Hiley Hunt Wealth Management | 2,237 | $1.17M | 0.77% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 2,238 | $1.17M | 0.33% | +10+0.4% | Added |
| Leisure Capital Management | 2,239 | $1.17M | 0.59% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 2,234 | $1.17M | 0.31% | +42+1.9% | Added |
| Dorchester Wealth Management Co | 2,242 | $1.17M | 0.21% | +210+10.3% | Added |
| Trevian Wealth Management LLC | 2,243 | $1.17M | 0.80% | +45+2.0% | Added |
| Davis Capital Management | 2,247 | $1.17M | 1.05% | +118+5.5% | Added |
| American Financial Advisors, LLC | 2,245 | $1.17M | 0.17% | +111+5.2% | Added |
| Westwood Wealth Management | 2,251 | $1.18M | 0.58% | −355−13.6% | Reduced |
| Darrow Company, Inc. | 2,253 | $1.18M | 0.77% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 2,256 | $1.18M | 0.11% | +1,343+147.1% | Added |
| Kuhn & Co Investment Counsel | 2,262 | $1.18M | 1.11% | −85−3.6% | Reduced |
| Monetary Management Group Inc | 2,263 | $1.18M | 0.33% | +206+10.0% | Added |
| Parthenon LLC | 2,266 | $1.19M | 0.15% | −106−4.5% | Reduced |
| Excalibur Management Corp | 2,270 | $1.19M | 0.50% | +232+11.4% | Added |
| Northeast Financial Group, Inc. | 2,271 | $1.19M | 0.53% | −139−5.8% | Reduced |
| Missouri Trust & Investment Co | 2,272 | $1.19M | 0.46% | −3−0.1% | Reduced |
| Bell Investment Advisors, Inc | 2,274 | $1.19M | 0.23% | −1,418−38.4% | Reduced |
| Clean Yield Group | 2,280 | $1.19M | 0.46% | −20−0.9% | Reduced |
| Sensible Money, LLC | 2,281 | $1.19M | 0.64% | −108−4.5% | Reduced |
| Icapital Wealth LLC | 2,282 | $1.19M | 0.70% | +24+1.1% | Added |
| Consilio Wealth Advisors, LLC | 2,286 | $1.20M | 0.56% | −269−10.5% | Reduced |
| Fountainhead AM, LLC | 2,287 | $1.20M | 0.29% | +296+14.9% | Added |
| Gilman Hill Asset Management, LLC | 2,288 | $1.20M | 0.21% | −175−7.1% | Reduced |
| Welch Group, LLC | 2,293 | $1.20M | 0.06% | −1,451−38.8% | Reduced |
| Univest Financial Corp | 2,294 | $1.20M | 0.34% | −9−0.4% | Reduced |
| Wealthstar Advisors, LLC | 2,337 | $1.20M | 0.42% | +50+2.2% | Added |
| Baker Boyer National Bank | 2,303 | $1.20M | 0.41% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 2,295 | $1.20M | 0.51% | +2+0.1% | Added |
| Cutler Investment Counsel LLC | 2,296 | $1.20M | 0.16% | −76−3.2% | Reduced |
| ESL Trust Services, LLC | 2,312 | $1.21M | 0.32% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 2,323 | $1.21M | 0.26% | +160+7.4% | Added |
| Darden Wealth Group Inc | 2,323 | $1.21M | 0.95% | +210+9.9% | Added |
| Alpha Omega Wealth Management LLC | 2,325 | $1.22M | 0.23% | +8+0.3% | Added |
| Bruce G. Allen Investments, LLC | 2,339 | $1.22M | 1.01% | +9+0.4% | Added |
| Hudson Value Partners, LLC | 2,340 | $1.22M | 0.52% | −345−12.8% | Reduced |
| FSM Wealth Advisors, LLC | 2,351 | $1.23M | 0.44% | +10+0.4% | Added |
| Moisand Fitzgerald Tamayo, LLC | 2,354 | $1.23M | 0.19% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 2,357 | $1.23M | 0.30% | −7−0.3% | Reduced |
| Meeder Advisory Services, Inc. | 2,361 | $1.23M | 0.13% | −343−12.7% | Reduced |
| Lantz Financial LLC | 2,361 | $1.24M | 0.40% | −463−16.4% | Reduced |
| Tranquility Partners, LLC | 2,366 | $1.24M | 0.48% | −6,682−73.9% | Reduced |
| Ballast Advisors LLC | 2,373 | $1.24M | 0.42% | −17−0.7% | Reduced |
| Fingerlakes Wealth Management, Inc. | 2,374 | $1.24M | 1.20% | +29+1.2% | Added |
| Idaho Trust Bank | 2,374 | $1.24M | 1.20% | +2,374 | New |
| Townsend Asset Management Corp | 2,375 | $1.24M | 0.49% | +70+3.0% | Added |
| Yeomans Consulting Group, Inc. | 2,377 | $1.24M | 0.54% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 2,382 | $1.25M | 0.62% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 2,404 | $1.26M | 0.13% | −562−18.9% | Reduced |
| Northstar Advisory Group, LLC | 2,424 | $1.26M | 0.76% | +2,424 | New |
| O'Rourke & Company, Inc | 2,414 | $1.26M | 0.73% | +218+9.9% | Added |
| GAMMA Investing LLC | 2,413 | $1.26M | 0.26% | +1,588+192.5% | Added |
| Dana Investment Advisors, Inc. | 2,415 | $1.26M | 0.04% | −351−12.7% | Reduced |
| Penbrook Management LLC | 2,415 | $1.26M | 0.78% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 2,416 | $1.26M | 1.02% | +2,395+11,404.8% | Added |
| WealthPlan Investment Management, LLC | 2,418 | $1.26M | 0.19% | +126+5.5% | Added |
| London Co of Virginia | 2,422 | $1.27M | 0.01% | −2,782−53.5% | Reduced |
| JT Stratford LLC | 2,423 | $1.27M | 0.25% | +1,946+408.0% | Added |
| Advisors Preferred, LLC | 2,444 | $1.28M | 0.21% | −457−15.8% | Reduced |
| Valicenti Advisory Services Inc | 2,444 | $1.28M | 0.36% | +87+3.7% | Added |
| FSA Advisors, Inc. | 2,448 | $1.28M | 1.37% | +255+11.6% | Added |
| Private Capital Management LLC | 2,451 | $1.28M | 0.28% | +129+5.6% | Added |
| LexAurum Advisors, LLC | 2,453 | $1.28M | 0.32% | −2−0.1% | Reduced |
| Awm Capital, LLC | 2,454 | $1.28M | 0.21% | −3−0.1% | Reduced |
| Wellington Shields & Co., LLC | 2,462 | $1.29M | 0.43% | +1,319+115.4% | Added |
| Capital Research Global Investors | 2,463 | $1.29M | 0.00% | −2,607−51.4% | Reduced |
| Orgel Wealth Management, LLC | 2,464 | $1.29M | 0.04% | −170−6.5% | Reduced |
| Acorn Wealth Advisors, LLC | 2,467 | $1.29M | 0.67% | +5+0.2% | Added |
| Bleichroeder LP | 2,470 | $1.29M | 0.32% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 2,470 | $1.29M | 0.30% | +69+2.9% | Added |
| SigFig Wealth Management, LLC | 2,471 | $1.29M | 0.05% | −1,799−42.1% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 2,477 | $1.30M | 0.05% | −789−24.2% | Reduced |