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; 4,669 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 | 4,669 | $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 | 3,182 | $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 |
|---|---|---|---|---|---|
| Frisch Financial Group, Inc. | 2,879 | $1.51M | 0.50% | +5+0.2% | Added |
| Front Row Advisors LLC | 2,871 | $1.51M | 0.56% | −226−7.3% | Reduced |
| Birch Hill Investment Advisors LLC | 2,882 | $1.51M | 0.07% | +30+1.1% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 2,884 | $1.51M | 0.64% | +569+24.6% | Added |
| Prosperity Financial Group, Inc. | 2,885 | $1.51M | 0.93% | −17−0.6% | Reduced |
| Mandatum Life Insurance Co Ltd | 2,885 | $1.51M | 0.50% | 00.0% | Unchanged |
| WealthBridge Investment Counsel Inc. | 2,892 | $1.51M | 0.56% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 2,909 | $1.52M | 0.17% | −472−14.0% | Reduced |
| WMG Financial Advisors, LLC | 2,915 | $1.52M | 0.87% | +75+2.6% | Added |
| Gilliland Jeter Wealth Management LLC | 2,922 | $1.53M | 0.53% | −82−2.7% | Reduced |
| Teamwork Financial Advisors, LLC | 2,921 | $1.53M | 0.24% | −633−17.8% | Reduced |
| W.H. Cornerstone Investments Inc. | 2,926 | $1.53M | 1.10% | +3+0.1% | Added |
| Lumbard & Kellner, LLC | 2,932 | $1.53M | 0.75% | 00.0% | Unchanged |
| Citizens & Northern Corp | 2,933 | $1.53M | 0.52% | −67−2.2% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 2,934 | $1.53M | 0.15% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 2,935 | $1.54M | 0.54% | −51−1.7% | Reduced |
| Mattern Capital Management, LLC | 2,951 | $1.54M | 0.21% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 2,958 | $1.55M | 0.53% | +2,958 | New |
| Cognios Beta Neutral Large Cap Fund, LP | 2,960 | $1.55M | 2.02% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 2,961 | $1.55M | 0.41% | −8,002−73.0% | Reduced |
| Main Street Research LLC | 2,974 | $1.56M | 0.11% | +174+6.2% | Added |
| Investment Advisory Services Inc | 2,990 | $1.56M | 0.57% | −320−9.7% | Reduced |
| Taylor Financial Group, Inc. | 2,993 | $1.57M | 1.19% | −10.0% | Reduced |
| HITE Hedge Asset Management LLC | 3,000 | $1.57M | 0.16% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 3,000 | $1.57M | 0.61% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 3,002 | $1.57M | 0.52% | +916+43.9% | Added |
| Meridian Financial, LLC | 3,003 | $1.57M | 1.17% | +9+0.3% | Added |
| Chartwell Investment Partners, LLC | 3,003 | $1.57M | 0.05% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 3,008 | $1.57M | 0.04% | −270−8.2% | Reduced |
| Violich Capital Management, Inc. | 3,015 | $1.58M | 0.23% | −93−3.0% | Reduced |
| Legacy Financial Group LLC | 3,020 | $1.58M | 0.32% | +3,020 | New |
| Coombe, Bender & Co LLC | 3,030 | $1.59M | 0.96% | −116−3.7% | Reduced |
| River Wealth Advisors LLC | 3,035 | $1.59M | 0.23% | −42−1.4% | Reduced |
| MA Private Wealth | 3,040 | $1.59M | 0.32% | −116−3.7% | Reduced |
| Headlands Technologies LLC | 3,041 | $1.59M | 0.38% | +3,041 | New |
| Parkside Advisors LLC | 3,033 | $1.59M | 0.41% | +165+5.8% | Added |
| Hanson & Doremus Investment Management | 3,046 | $1.59M | 0.27% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 2,989 | $1.60M | 1.13% | +939+45.8% | Added |
| Koss-Olinger Consulting, LLC | 3,058 | $1.60M | 0.87% | −1,693−35.6% | Reduced |
| Ayrshire Capital Management LLC | 3,058 | $1.60M | 0.87% | −29−0.9% | Reduced |
| TrueWealth Financial Partners | 3,059 | $1.60M | 1.12% | +3,059 | New |
| CoreFirst Bank & Trust | 3,061 | $1.60M | 1.00% | 00.0% | Unchanged |
| Wealth Group Ltd | 3,079 | $1.60M | 0.49% | −128−4.0% | Reduced |
| Maripau Wealth Management LLC | 3,069 | $1.61M | 1.20% | +355+13.1% | Added |
| Bill Few Associates, Inc. | 3,095 | $1.62M | 0.66% | −98−3.1% | Reduced |
| Prairie Sky Financial Group LLC | 3,101 | $1.62M | 0.97% | +133+4.5% | Added |
| Fiduciary Family Office, LLC | 3,110 | $1.63M | 0.64% | −375−10.8% | Reduced |
| Fairview Capital Investment Management, LLC | 3,112 | $1.63M | 0.09% | −26−0.8% | Reduced |
| Navellier & Associates Inc | 3,122 | $1.63M | 0.20% | +400+14.7% | Added |
| Red Door Wealth Management, LLC | 3,122 | $1.63M | 0.31% | +376+13.7% | Added |
| Bourgeon Capital Management LLC | 3,123 | $1.63M | 0.32% | +534+20.6% | Added |
| Equita Financial Network, Inc. | 3,136 | $1.64M | 0.74% | 00.0% | Unchanged |
| Altus Wealth Management, LLC | 3,142 | $1.64M | 0.86% | −2−0.1% | Reduced |
| Michael B. Yongue | 3,143 | $1.64M | 1.44% | −86−2.7% | Reduced |
| Curbstone Financial Management Corp | 3,147 | $1.65M | 0.36% | +50+1.6% | Added |
| High Probability Advisors, LLC | 3,148 | $1.65M | 0.31% | −133−4.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 3,142 | $1.65M | 0.12% | +10.0% | Added |
| Shaker Investments LLC | 3,152 | $1.65M | 0.70% | −2−0.1% | Reduced |
| Wambolt & Associates, LLC | 3,164 | $1.65M | 0.49% | −138−4.2% | Reduced |
| Eudaimonia Partners, LLC | 3,163 | $1.65M | 0.39% | +44+1.4% | Added |
| Beck Bode, LLC | 3,173 | $1.66M | 0.34% | −502−13.7% | Reduced |
| Sierra Summit Advisors LLC | 3,176 | $1.66M | 0.45% | +702+28.4% | Added |
| Cassady Schiller Wealth Management, LLC | 3,178 | $1.66M | 0.74% | +163+5.4% | Added |
| Forte Capital LLC | 3,178 | $1.66M | 0.21% | +11+0.3% | Added |
| Wallace Advisory Group, LLC | 3,502 | $1.66M | 1.25% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 3,183 | $1.67M | 0.28% | −92−2.8% | Reduced |
| Powell Investment Advisors, LLC | 3,178 | $1.67M | 0.88% | +23+0.7% | Added |
| Congress Asset Management Co | 3,194 | $1.67M | 0.01% | −1,621−33.7% | Reduced |
| Chickasaw Capital Management LLC | 3,196 | $1.67M | 0.08% | −70−2.1% | Reduced |
| Melfa Wealth Management, LLC | 3,197 | $1.67M | 1.21% | +3,197 | New |
| First PREMIER Bank | 3,209 | $1.68M | 0.44% | −380−10.6% | Reduced |
| TFC Financial Management | 3,210 | $1.68M | 0.30% | −99−3.0% | Reduced |
| Eschler Asset Management LLP | 3,310 | $1.68M | 1.09% | −529−13.8% | Reduced |
| Delta Asset Management LLC | 3,214 | $1.68M | 0.15% | +174+5.7% | Added |
| CORDA Investment Management, LLC. | 3,215 | $1.68M | 0.13% | +472+17.2% | Added |
| Randolph Co Inc | 3,223 | $1.69M | 0.21% | −4−0.1% | Reduced |
| WESCAP Management Group, Inc. | 3,229 | $1.69M | 0.49% | +51+1.6% | Added |
| Altus Wealth Group LLC | 3,230 | $1.69M | 0.85% | +419+14.9% | Added |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 3,225 | $1.69M | 2.68% | 00.0% | Unchanged |
| Cowa, LLC | 3,235 | $1.69M | 1.00% | −300−8.5% | Reduced |
| Martel Wealth Advisors Inc | 3,254 | $1.70M | 0.37% | −1,999−38.1% | Reduced |
| Janney Capital Management LLC | 3,253 | $1.70M | 0.11% | 00.0% | Unchanged |
| D. Scott Neal, Inc. | 3,252 | $1.71M | 1.12% | +659+25.4% | Added |
| WealthShield Partners, LLC | 3,253 | $1.71M | 0.28% | −1,363−29.5% | Reduced |
| Cranbrook Wealth Management, LLC | 3,265 | $1.71M | 0.43% | −105−3.1% | Reduced |
| Auour Investments LLC | 3,266 | $1.71M | 0.63% | +60+1.9% | Added |
| Halter Ferguson Financial Inc. | 3,268 | $1.71M | 1.33% | −36−1.1% | Reduced |
| Widmann Financial Services, Inc. | 3,277 | $1.71M | 1.44% | −4−0.1% | Reduced |
| Congress Park Capital LLC | 3,278 | $1.71M | 0.76% | −450−12.1% | Reduced |
| Optimist Retirement Group LLC | 3,285 | $1.72M | 0.88% | −1,276−28.0% | Reduced |
| Permanens Capital L.P. | 3,276 | $1.72M | 0.21% | −234−6.7% | Reduced |
| Bright Financial Advisors, Inc. | 3,408 | $1.72M | 1.37% | +3,408 | New |
| Ascent Group, LLC | 3,302 | $1.73M | 0.15% | −30−0.9% | Reduced |
| 9258 Wealth Management, LLC | 3,303 | $1.73M | 0.27% | +221+7.2% | Added |
| Family Asset Management, LLC | 3,317 | $1.74M | 1.09% | −12−0.4% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 3,323 | $1.74M | 0.24% | +10.0% | Added |
| Significant Wealth Partners LLC | 3,331 | $1.74M | 1.14% | +1,401+72.6% | Added |
| White Knight Strategic Wealth Advisors, LLC | 3,339 | $1.75M | 1.81% | −266−7.4% | Reduced |
| Garner Asset Management Corp | 3,340 | $1.75M | 0.89% | +454+15.7% | Added |
| Exchange Capital Management, Inc. | 3,345 | $1.75M | 0.28% | −163−4.6% | Reduced |