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 |
|---|---|---|---|---|---|
| NorthStar Asset Management LLC | 3,364 | $1.76M | 1.33% | −18−0.5% | Reduced |
| Lodestone Wealth Management LLC | 3,367 | $1.76M | 0.93% | +1,722+104.7% | Added |
| Edgar Lomax Co | 3,368 | $1.76M | 0.11% | 00.0% | Unchanged |
| 360 Financial, Inc. | 3,371 | $1.76M | 0.69% | +20+0.6% | Added |
| Hutchinson Capital Management | 3,371 | $1.76M | 0.36% | −1,975−36.9% | Reduced |
| XTX Topco Ltd | 3,372 | $1.76M | 0.24% | +3,372 | New |
| Facet Wealth, Inc. | 3,423 | $1.77M | 0.06% | −21−0.6% | Reduced |
| Stonebridge Capital Advisors LLC | 3,381 | $1.77M | 0.16% | −253−7.0% | Reduced |
| Financial Security Advisor, Inc. | 3,386 | $1.77M | 0.62% | +365+12.1% | Added |
| McKinley Carter Wealth Services, Inc. | 3,387 | $1.77M | 0.12% | 00.0% | Unchanged |
| Sage Advisors, LLC | 3,393 | $1.77M | 1.58% | +1,376+68.2% | Added |
| Arbor Investment Advisors, LLC | 3,394 | $1.78M | 0.26% | +2,248+196.2% | Added |
| Checchi Capital Advisers, LLC | 3,403 | $1.78M | 0.14% | +215+6.7% | Added |
| Oak Harbor Wealth Partners, LLC | 3,405 | $1.78M | 0.55% | −870−20.4% | Reduced |
| Clearwater Capital Advisors, LLC | 3,410 | $1.78M | 0.19% | −43−1.2% | Reduced |
| Walden Wealth Partners LLC | 3,482 | $1.79M | 1.04% | +10.0% | Added |
| American Capital Advisory, LLC | 4,368 | $1.79M | 1.56% | +402+10.1% | Added |
| Russell Investments Group, Ltd. | 3,427 | $1.79M | 0.00% | −1,775−34.1% | Reduced |
| Culbertson A N & Co Inc | 3,428 | $1.79M | 0.31% | −17−0.5% | Reduced |
| Priebe Wealth Holdings LLC | 3,432 | $1.80M | 1.40% | −10−0.3% | Reduced |
| Lantern Wealth Advisors, LLC | 3,436 | $1.80M | 1.26% | +182+5.6% | Added |
| Claret Asset Management Corp | 3,437 | $1.80M | 0.30% | −235−6.4% | Reduced |
| Summit Asset Management, LLC | 3,439 | $1.80M | 0.39% | −89−2.5% | Reduced |
| Sterling Investment Advisors, Ltd. | 3,440 | $1.80M | 0.51% | +10.0% | Added |
| Campbell Wealth Management | 3,443 | $1.80M | 0.18% | −4,183−54.9% | Reduced |
| WealthPLAN Partners, LLC | 3,465 | $1.81M | 0.19% | −602−14.8% | Reduced |
| Manchester Financial Inc | 3,471 | $1.82M | 0.47% | −370−9.6% | Reduced |
| Fernwood Investment Management, LLC | 182,995 | $1.82M | 0.53% | −14,957−7.6% | Reduced |
| PDS Planning, Inc | 3,482 | $1.82M | 0.19% | −42−1.2% | Reduced |
| GW Henssler & Associates Ltd | 3,484 | $1.82M | 0.11% | −4,574−56.8% | Reduced |
| Smith, Salley & Associates | 3,491 | $1.83M | 0.14% | −27,665−88.8% | Reduced |
| EHP Funds Inc. | 3,500 | $1.83M | 1.25% | +300+9.4% | Added |
| Wagner Wealth Management, LLC | 3,502 | $1.83M | 0.56% | −294−7.7% | Reduced |
| Legacy Private Trust Co. | 3,502 | $1.83M | 0.13% | +160+4.8% | Added |
| Holistic Planning, LLC | 3,512 | $1.84M | 1.40% | −214−5.7% | Reduced |
| Cherry Tree Wealth Management, LLC | 3,512 | $1.84M | 0.46% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 3,519 | $1.84M | 0.50% | +20+0.6% | Added |
| Invesco Ltd. | 3,519 | $1.84M | 0.00% | +1,190+51.1% | Added |
| Vestor Capital, LLC | 3,521 | $1.84M | 0.16% | −1,641−31.8% | Reduced |
| Greenfield Savings Bank | 3,547 | $1.86M | 0.98% | +257+7.8% | Added |
| Canal Capital Management, LLC | 3,554 | $1.86M | 0.31% | −48−1.3% | Reduced |
| Wunderlich Capital Managemnt | 3,557 | $1.86M | 0.84% | −659−15.6% | Reduced |
| Geneva Partners, LLC | 3,557 | $1.86M | 0.82% | −12−0.3% | Reduced |
| Arbor Wealth Advisors LLC | 3,558 | $1.86M | 1.76% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 3,647 | $1.86M | 0.51% | +355+10.8% | Added |
| Safeguard Financial, LLC | 3,563 | $1.86M | 0.61% | −20−0.6% | Reduced |
| Oberweis Asset Management Inc | 3,576 | $1.87M | 0.14% | −12−0.3% | Reduced |
| Black Diamond Financial, LLC | 3,936 | $1.87M | 0.51% | 00.0% | Unchanged |
| Renaissance Investment Group LLC | 3,591 | $1.88M | 0.43% | +52+1.5% | Added |
| J.P. Marvel Investment Advisors, LLC | 3,593 | $1.88M | 0.33% | 00.0% | Unchanged |
| Sentry LLC | 3,594 | $1.88M | 0.35% | 00.0% | Unchanged |
| Everpar Advisors LLC | 3,597 | $1.88M | 1.14% | −912−20.2% | Reduced |
| Iams Wealth Management, LLC | 3,717 | $1.88M | 1.15% | +2,496+204.4% | Added |
| BCS Wealth Management | 3,615 | $1.89M | 0.61% | +12+0.3% | Added |
| Garrison Point Advisors, LLC | 3,615 | $1.89M | 1.22% | +415+13.0% | Added |
| United Advisor Group, LLC | 3,617 | $1.89M | 0.71% | +3,617 | New |
| Wynn Capital, LLC | 3,619 | $1.89M | 1.46% | −37−1.0% | Reduced |
| Next Capital Management LLC | 3,620 | $1.89M | 0.77% | +1,047+40.7% | Added |
| Weaver Consulting Group | 3,624 | $1.90M | 0.70% | −39−1.1% | Reduced |
| ICW Investment Advisors LLC | 3,632 | $1.90M | 0.84% | +12+0.3% | Added |
| OneAscent Financial Services LLC | 3,634 | $1.90M | 0.21% | +140+4.0% | Added |
| MontVue Capital Management, Inc. | 3,635 | $1.90M | 1.68% | −154−4.1% | Reduced |
| TMD Wealth Management, LLC | 3,638 | $1.90M | 0.44% | −474−11.5% | Reduced |
| Ingalls & Snyder LLC | 3,638 | $1.90M | 0.08% | −410−10.1% | Reduced |
| Red Wave Investments LLC | 3,643 | $1.91M | 0.71% | +166+4.8% | Added |
| Logan Capital Management Inc | 3,643 | $1.91M | 0.08% | −7,491−67.3% | Reduced |
| Denver Wealth Management, Inc. | 3,647 | $1.91M | 0.97% | −988−21.3% | Reduced |
| United Community Bank | 3,788 | $1.91M | 0.74% | +1,376+57.0% | Added |
| Forthright Family Wealth Advisory LLC | 3,655 | $1.91M | 1.28% | +3,655 | New |
| First Commonwealth Financial Corp | 3,662 | $1.92M | 0.51% | +108+3.0% | Added |
| Guardian Asset Advisors, LLC | 3,664 | $1.92M | 1.59% | −3,528−49.1% | Reduced |
| Elequin Capital LP | 4,339 | $1.92M | 0.37% | +2,538+140.9% | Added |
| Confluence Wealth Services, Inc. | 3,688 | $1.93M | 0.17% | −392−9.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 3,688 | $1.93M | 0.02% | −89−2.4% | Reduced |
| Capstone Financial Advisors, Inc. | 3,695 | $1.93M | 0.13% | +5+0.1% | Added |
| Foster & Motley Inc | 3,696 | $1.93M | 0.13% | +3,173+606.7% | Added |
| American Planning Services, Inc. | 3,699 | $1.93M | 1.40% | −32−0.9% | Reduced |
| Mogy Joel R Investment Counsel Inc | 3,702 | $1.94M | 0.13% | +1,292+53.6% | Added |
| Modus Advisors, LLC | 3,703 | $1.94M | 0.72% | −807−17.9% | Reduced |
| ARS Wealth Advisors Group, LLC | 3,705 | $1.94M | 0.26% | +1,355+57.7% | Added |
| Jump Financial, LLC | 3,706 | $1.94M | 0.05% | −196,325−98.1% | Reduced |
| Astoria Portfolio Advisors LLC. | 3,851 | $1.94M | 0.75% | −292−7.0% | Reduced |
| Ransom Advisory, Ltd | 3,717 | $1.94M | 1.04% | +3,717 | New |
| Silvia McColl Wealth Management, LLC | 3,785 | $1.95M | 1.67% | +110+3.0% | Added |
| Blue Chip Partners, Inc. | 3,724 | $1.95M | 0.19% | +17+0.5% | Added |
| Valley National Advisers Inc | 3,727 | $1.95M | 0.29% | −147−3.8% | Reduced |
| QVT Financial LP | 3,728 | $1.95M | 0.18% | 00.0% | Unchanged |
| Falcon Wealth Planning | 3,730 | $1.95M | 0.31% | +74+2.0% | Added |
| Independent Wealth Network Inc. | 3,733 | $1.95M | 0.91% | −214−5.4% | Reduced |
| Marshall Financial Group LLC | 3,733 | $1.95M | 0.56% | −414−10.0% | Reduced |
| Synergy Financial Management, LLC | 3,734 | $1.95M | 0.33% | +10+0.3% | Added |
| Index Fund Advisors, Inc. | 3,736 | $1.95M | 0.11% | +10+0.3% | Added |
| WJ Wealth Management, LLC | 3,739 | $1.96M | 0.78% | +328+9.6% | Added |
| Jackson Wealth Management, LLC | 3,742 | $1.96M | 0.24% | −388−9.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,746 | $1.96M | 0.80% | −170−4.3% | Reduced |
| Disciplined Investments, LLC | 3,751 | $1.96M | 1.07% | +20+0.5% | Added |
| Droms Strauss Advisors Inc | 3,753 | $1.96M | 0.72% | 00.0% | Unchanged |
| Stoneridge Investment Partners LLC | 3,754 | $1.96M | 0.75% | +165+4.6% | Added |
| Archford Capital Strategies, LLC | 3,761 | $1.97M | 0.33% | −42−1.1% | Reduced |
| Orcam Financial Group | 3,765 | $1.97M | 2.16% | +3,238+614.4% | Added |