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 |
|---|---|---|---|---|---|
| Costello Asset Management, INC | 2,477 | $1.30M | 0.93% | +1,113+81.6% | Added |
| Atwood & Palmer Inc | 2,482 | $1.30M | 0.10% | −1,047−29.7% | Reduced |
| Able Wealth Management LLC | 2,483 | $1.30M | 1.13% | +41+1.7% | Added |
| First Command Advisory Services, Inc. | 2,504 | $1.30M | 0.01% | +47+1.9% | Added |
| DHK Financial Advisors, Inc. | 2,482 | $1.30M | 0.92% | +2,482 | New |
| Dearborn Partners LLC | 2,490 | $1.30M | 0.06% | −2,072−45.4% | Reduced |
| Matthew Goff Investment Advisor, LLC | 2,490 | $1.30M | 0.26% | +30+1.2% | Added |
| Letko, Brosseau & Associates Inc | 2,490 | $1.30M | 0.02% | +770+44.8% | Added |
| State Farm Mutual Automobile Insurance Co | 2,500 | $1.31M | 0.00% | 00.0% | Unchanged |
| Skaana Management L.P. | 2,500 | $1.31M | 0.36% | +2,500 | New |
| Primoris Wealth Advisors, LLC | 2,500 | $1.31M | 1.05% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 2,504 | $1.31M | 1.19% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 2,505 | $1.31M | 0.05% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 2,545 | $1.32M | 0.62% | +54+2.2% | Added |
| Upper Left Wealth Management, LLC | 2,534 | $1.33M | 1.23% | −179−6.6% | Reduced |
| Oak Harvest Investment Services | 2,539 | $1.33M | 0.22% | +389+18.1% | Added |
| Affinity Capital Advisors, LLC | 2,542 | $1.33M | 0.30% | +373+17.2% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 2,538 | $1.33M | 0.57% | −40−1.6% | Reduced |
| RiverGlades Family Offices LLC | 2,571 | $1.34M | 1.07% | −199−7.2% | Reduced |
| Southeast Asset Advisors Inc. | 2,557 | $1.34M | 0.16% | +2+0.1% | Added |
| Green Square Capital Advisors LLC | 2,560 | $1.34M | 0.18% | −654−20.3% | Reduced |
| Occidental Asset Management, LLC | 2,570 | $1.34M | 0.25% | +415+19.3% | Added |
| Consilium Wealth Advisory, LLC | 2,575 | $1.35M | 0.76% | −6−0.2% | Reduced |
| Canoe Financial LP | 15,440 | $1.35M | 0.02% | +9,090+143.1% | Added |
| Narus Financial Partners, LLC | 2,581 | $1.35M | 0.58% | −195−7.0% | Reduced |
| Monterey Private Wealth, Inc. | 2,582 | $1.35M | 0.54% | +8+0.3% | Added |
| Retirement Guys Formula LLC | 2,583 | $1.35M | 0.66% | −491−16.0% | Reduced |
| Friedenthal Financial | 2,586 | $1.35M | 0.83% | +148+6.1% | Added |
| Triton Wealth Management, PLLC | 2,681 | $1.35M | 0.94% | −23−0.9% | Reduced |
| Oarsman Capital, Inc. | 2,589 | $1.35M | 0.32% | +48+1.9% | Added |
| Summit X, LLC | 2,589 | $1.36M | 0.35% | +748+40.6% | Added |
| Clarity Capital Partners LLC | 2,596 | $1.36M | 0.89% | +263+11.3% | Added |
| MBA Advisors LLC | 2,599 | $1.36M | 0.70% | −96−3.6% | Reduced |
| Rakuten Securities, Inc. | 2,599 | $1.36M | 0.60% | +345+15.3% | Added |
| Resources Management Corp | 2,602 | $1.36M | 0.20% | −3−0.1% | Reduced |
| Mountain Pacific Investment Advisers Inc | 2,607 | $1.36M | 0.08% | +482+22.7% | Added |
| Old Mission Investment Co LLC | 2,608 | $1.36M | 0.45% | +4+0.2% | Added |
| Legacy Financial Advisors, Inc. | 2,615 | $1.37M | 0.24% | +87+3.4% | Added |
| Lazari Capital Management, Inc. | 2,622 | $1.37M | 0.74% | −133−4.8% | Reduced |
| Triangle Securities Wealth Management | 2,626 | $1.37M | 0.39% | −306−10.4% | Reduced |
| Sound Income Strategies, LLC | 2,627 | $1.37M | 0.10% | −1,582−37.6% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,627 | $1.37M | 0.17% | +33+1.3% | Added |
| Papp L Roy & Associates | 2,635 | $1.38M | 0.16% | +7+0.3% | Added |
| SS&H Financial Advisors, Inc. | 2,640 | $1.38M | 0.57% | 00.0% | Unchanged |
| Suncoast Equity Management | 2,639 | $1.38M | 0.16% | −519−16.4% | Reduced |
| Palo Alto Wealth Advisors, LLC | 2,635 | $1.38M | 0.97% | −35−1.3% | Reduced |
| Proathlete Wealth Management LLC | 2,644 | $1.38M | 0.74% | −320−10.8% | Reduced |
| Chilton Investment Co LLC | 2,646 | $1.38M | 0.04% | +104+4.1% | Added |
| First Personal Financial Services | 2,646 | $1.38M | 0.32% | −799−23.2% | Reduced |
| Landmark Wealth Management, Inc. | 2,647 | $1.38M | 14.25% | −270−9.3% | Reduced |
| LVW Advisors, LLC | 2,648 | $1.39M | 0.23% | −38−1.4% | Reduced |
| Core Wealth Advisors, Inc. | 2,655 | $1.39M | 0.47% | +42+1.6% | Added |
| Secure Asset Management, LLC | 2,662 | $1.39M | 0.33% | +840+46.1% | Added |
| Girard Partners Ltd. | 2,662 | $1.39M | 0.13% | −14−0.5% | Reduced |
| Wallace Capital Management Inc. | 2,664 | $1.39M | 0.19% | +178+7.2% | Added |
| Capital Investment Counsel, LLC | 2,665 | $1.39M | 0.30% | +1,022+62.2% | Added |
| Aire Advisors, LLC | 2,660 | $1.39M | 0.31% | +228+9.4% | Added |
| Cambridge Capital Management, LLC | 2,666 | $1.39M | 1.09% | 00.0% | Unchanged |
| American Capital Management Inc | 2,666 | $1.39M | 0.04% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 2,670 | $1.40M | 0.83% | +40+1.5% | Added |
| Liberty Capital Management, Inc. | 2,674 | $1.40M | 0.34% | −168−5.9% | Reduced |
| Fortem Financial Group, LLC | 2,682 | $1.40M | 0.62% | −875−24.6% | Reduced |
| Chemistry Wealth Management LLC | 2,682 | $1.40M | 0.38% | +196+7.9% | Added |
| Capital Planning Advisors, LLC | 2,688 | $1.41M | 0.25% | −330−10.9% | Reduced |
| Riverstone Advisors, LLC | 2,689 | $1.41M | 0.84% | +200+8.0% | Added |
| Sterling Financial Planning, Inc. | 2,694 | $1.41M | 0.57% | −40−1.5% | Reduced |
| Summit Investment Advisory Services, LLC | 2,694 | $1.41M | 0.83% | −11−0.4% | Reduced |
| Private Capital Advisors, Inc. | 2,697 | $1.41M | 0.18% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 2,699 | $1.41M | 0.40% | +1,774+191.8% | Added |
| Laurel Wealth Planning LLC | 2,699 | $1.41M | 0.94% | −192−6.6% | Reduced |
| Westbourne Investment Advisors, Inc. | 2,704 | $1.41M | 0.52% | −22−0.8% | Reduced |
| BlackDiamond Wealth Management Inc. | 2,712 | $1.42M | 1.01% | −44−1.6% | Reduced |
| Exchange Bank | 2,718 | $1.42M | 1.17% | +708+35.2% | Added |
| CNB Bank | 2,729 | $1.43M | 0.70% | +122+4.7% | Added |
| Capital CS Group, LLC | 2,749 | $1.44M | 1.44% | +494+21.9% | Added |
| Meyer Handelman Co | 2,750 | $1.44M | 0.05% | +2,750 | New |
| Delta Financial Group, Inc. | 2,753 | $1.44M | 0.42% | +9+0.3% | Added |
| Staley Capital Advisers Inc | 2,753 | $1.44M | 0.07% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 2,767 | $1.45M | 0.96% | −363−11.6% | Reduced |
| Sutton Place Investors LLC | 2,768 | $1.45M | 0.72% | +59+2.2% | Added |
| Old Port Advisors | 2,770 | $1.45M | 0.44% | −21−0.8% | Reduced |
| Goodman Financial Corp | 2,771 | $1.45M | 0.33% | −289−9.4% | Reduced |
| Centurion Wealth Management LLC | 2,773 | $1.45M | 0.57% | −571−17.1% | Reduced |
| Professional Advisory Services Inc | 2,780 | $1.45M | 0.20% | −32−1.1% | Reduced |
| Gordian Advisors LLC | 2,780 | $1.45M | 1.34% | 00.0% | Unchanged |
| Philadelphia Trust Co | 2,783 | $1.46M | 0.12% | −609−18.0% | Reduced |
| Cambridge Financial Group, LLC | 2,783 | $1.46M | 0.69% | +5+0.2% | Added |
| Valtinson Bruner Financial Planning LLC | 2,786 | $1.46M | 0.62% | −111−3.8% | Reduced |
| JNBA Financial Advisors | 2,791 | $1.46M | 0.15% | +632+29.3% | Added |
| Heritage Financial Services, LLC | 2,794 | $1.46M | 0.22% | −125−4.3% | Reduced |
| Fermata Advisors, LLC | 2,802 | $1.47M | 0.33% | −136−4.6% | Reduced |
| Richard W. Paul & Associates, LLC | 2,819 | $1.47M | 0.59% | −350−11.0% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 2,819 | $1.47M | 0.51% | −20−0.7% | Reduced |
| Roof Eidam & Maycock | 2,836 | $1.48M | 0.41% | +3+0.1% | Added |
| EPG Wealth Management LLC | 2,860 | $1.50M | 0.37% | −52−1.8% | Reduced |
| Ulland Investment Advisors, LLC | 2,860 | $1.50M | 1.19% | −16−0.6% | Reduced |
| Caitlin John, LLC | 2,864 | $1.50M | 1.14% | −5,343−65.1% | Reduced |
| Convergence Financial, LLC | 2,867 | $1.50M | 0.62% | −2,897−50.3% | Reduced |
| LaFleur & Godfrey LLC | 2,867 | $1.50M | 0.22% | −820−22.2% | Reduced |
| Register Financial Advisors LLC | 2,871 | $1.50M | 0.78% | +10.0% | Added |