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 |
|---|---|---|---|---|---|
| FMB Wealth Management | 3,775 | $1.97M | 1.58% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 3,843 | $1.98M | 0.86% | −36−0.9% | Reduced |
| Hyman Charles D | 3,777 | $1.98M | 0.11% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 3,783 | $1.98M | 0.49% | +39+1.0% | Added |
| Moss Adams Wealth Advisors LLC | 3,776 | $1.98M | 0.32% | −298−7.3% | Reduced |
| McBroom & Associates, LLC | 3,788 | $1.98M | 1.30% | −66−1.7% | Reduced |
| Bank of Nova Scotia Trust Co | 3,795 | $1.99M | 0.21% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 3,797 | $1.99M | 0.21% | +77+2.1% | Added |
| SP Asset Management LLC | 3,798 | $1.99M | 0.18% | +89+2.4% | Added |
| McDaniel Terry & Co | 3,816 | $2.00M | 0.18% | 00.0% | Unchanged |
| JSF Financial, LLC | 3,830 | $2.00M | 0.63% | +113+3.0% | Added |
| Wexford Capital LP | 3,830 | $2.00M | 0.41% | +1,234+47.5% | Added |
| Barr E S & Co | 3,833 | $2.00M | 0.13% | +50+1.3% | Added |
| Mount Yale Investment Advisors, LLC | 3,843 | $2.01M | 0.15% | +323+9.2% | Added |
| Lokken Investment Group LLC | 3,868 | $2.02M | 1.01% | +242+6.7% | Added |
| Agate Pass Investment Management, LLC | 3,880 | $2.03M | 1.09% | +368+10.5% | Added |
| Sterling Investment Counsel, LLC | 3,897 | $2.04M | 0.94% | −24−0.6% | Reduced |
| Spring Capital Management, LLC | 3,900 | $2.04M | 1.54% | −935−19.3% | Reduced |
| McCarthy & Cox | 3,901 | $2.04M | 0.77% | +3,901 | New |
| ML & R Wealth Management LLC | 3,911 | $2.05M | 0.47% | −1,481−27.5% | Reduced |
| CFO4Life Group, LLC | 3,915 | $2.05M | 0.37% | +1,972+101.5% | Added |
| Sculati Wealth Management, LLC | 3,922 | $2.05M | 0.88% | −26−0.7% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 3,926 | $2.05M | 0.84% | −3−0.1% | Reduced |
| Oxbow Advisors, LLC | 3,935 | $2.06M | 0.28% | −73−1.8% | Reduced |
| CCG Wealth Management, LLC | 3,939 | $2.06M | 1.24% | +5+0.1% | Added |
| LaSalle St. Investment Advisors, LLC | 4,355 | $2.07M | 1.16% | −8−0.2% | Reduced |
| Peoples Bank | 3,961 | $2.07M | 1.62% | 00.0% | Unchanged |
| Roberts Wealth Advisors, LLC | 4,118 | $2.08M | 0.78% | +4,118 | New |
| Northeast Investment Management | 3,986 | $2.08M | 0.10% | +11+0.3% | Added |
| Summit Global Investments | 3,989 | $2.09M | 0.16% | −168−4.0% | Reduced |
| Headinvest, LLC | 3,994 | $2.09M | 0.41% | +7+0.2% | Added |
| Team Hewins, LLC | 3,991 | $2.09M | 0.84% | +60+1.5% | Added |
| Tradition Wealth Management, LLC | 4,015 | $2.10M | 0.21% | +502+14.3% | Added |
| Cambridge Advisors Inc. | 4,015 | $2.10M | 0.50% | +167+4.3% | Added |
| RTD Financial Advisors, Inc. | 4,016 | $2.10M | 0.28% | −12−0.3% | Reduced |
| Formidable Asset Management, LLC | 4,027 | $2.11M | 0.34% | −100−2.4% | Reduced |
| Van Leeuwen & Company, LLC | 4,034 | $2.11M | 1.07% | −66−1.6% | Reduced |
| Country Trust Bank | 4,035 | $2.11M | 0.05% | −281−6.5% | Reduced |
| LGT Financial Advisors LLC | 4,036 | $2.11M | 2.45% | +13+0.3% | Added |
| Silver Oak Securities, Inc | 4,043 | $2.11M | 0.32% | −9,539−70.2% | Reduced |
| Hilltop National Bank | 4,045 | $2.12M | 0.72% | +4,045 | New |
| Grandfield & Dodd, LLC | 4,045 | $2.12M | 0.13% | +48+1.2% | Added |
| Abound Wealth Management | 4,046 | $2.12M | 0.81% | +21+0.5% | Added |
| Davidson Trust Co | 4,049 | $2.12M | 1.23% | 00.0% | Unchanged |
| City State Bank | 4,051 | $2.12M | 0.94% | −16−0.4% | Reduced |
| Stone Point Wealth LLC | 4,057 | $2.12M | 0.74% | +50+1.2% | Added |
| Eagle Rock Investment Company, LLC | 4,060 | $2.12M | 0.39% | −41−1.0% | Reduced |
| Kornitzer Capital Management Inc | 4,065 | $2.13M | 0.04% | 00.0% | Unchanged |
| Northstar Group, Inc. | 4,071 | $2.13M | 0.42% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 4,080 | $2.13M | 0.28% | −1,693−29.3% | Reduced |
| Tufton Capital Management | 4,083 | $2.14M | 0.42% | −5−0.1% | Reduced |
| General Partner, Inc. | 4,088 | $2.14M | 1.34% | +4,088 | New |
| HC Advisors, LLC | 4,097 | $2.14M | 1.02% | +781+23.6% | Added |
| Spotlight Asset Group, Inc. | 4,112 | $2.15M | 1.54% | 00.0% | Unchanged |
| Sharkey, Howes & Javer | 4,132 | $2.16M | 0.35% | +39+1.0% | Added |
| Correct Capital Wealth Management | 4,135 | $2.16M | 0.50% | −760−15.5% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 4,139 | $2.16M | 0.42% | −86−2.0% | Reduced |
| Bangor Savings Bank | 4,144 | $2.17M | 0.22% | −22−0.5% | Reduced |
| OMNI 360 Wealth, Inc. | 4,150 | $2.17M | 1.79% | −8−0.2% | Reduced |
| Sanders Morris Harris LLC | 4,170 | $2.18M | 0.41% | −9,796−70.1% | Reduced |
| Peninsula Asset Management Inc | 4,179 | $2.19M | 1.17% | −75−1.8% | Reduced |
| Trail Ridge Investment Advisors, LLC | 4,190 | $2.19M | 1.24% | −396−8.6% | Reduced |
| Curran Financial Partners, LLC | 4,211 | $2.20M | 0.77% | −126−2.9% | Reduced |
| Allred Capital Management, LLC | 4,212 | $2.20M | 0.86% | −640−13.2% | Reduced |
| Vaughan David Investments LLC | 4,227 | $2.21M | 0.05% | +711+20.2% | Added |
| Genesee Capital Advisors, LLC | 4,231 | $2.21M | 1.21% | −2,451−36.7% | Reduced |
| Hall Laurie J Trustee | 4,242 | $2.22M | 0.78% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 4,246 | $2.22M | 0.31% | −579−12.0% | Reduced |
| Sheets Smith Wealth Management | 4,247 | $2.22M | 0.25% | +10.0% | Added |
| Roffman Miller Associates Inc | 4,253 | $2.22M | 0.15% | −200−4.5% | Reduced |
| Eldridge Investment Advisors, Inc. | 4,262 | $2.23M | 0.57% | −154−3.5% | Reduced |
| Interchange Capital Partners, LLC | 4,349 | $2.24M | 1.51% | −499−10.3% | Reduced |
| Sawgrass Asset Management LLC | 4,286 | $2.24M | 0.25% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 4,288 | $2.24M | 0.33% | +468+12.3% | Added |
| Nottingham Advisors, Inc. | 4,291 | $2.24M | 0.27% | −314−6.8% | Reduced |
| Toth Financial Advisory Corp | 4,312 | $2.26M | 0.28% | −481−10.0% | Reduced |
| Morton Capital Management LLC | 4,335 | $2.27M | 0.61% | −246−5.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 4,329 | $2.27M | 0.81% | +220+5.4% | Added |
| Sharper & Granite LLC | 4,400 | $2.28M | 1.10% | +130+3.0% | Added |
| Coyle Financial Counsel LLC | 4,379 | $2.29M | 0.82% | −323−6.9% | Reduced |
| White Lighthouse Investment Management Inc. | 4,389 | $2.30M | 0.47% | −33−0.7% | Reduced |
| Beaumont Financial Advisors, LLC | 4,391 | $2.30M | 0.19% | −846−16.2% | Reduced |
| Eagle Wealth Strategies LLC | 4,413 | $2.30M | 1.87% | −321−6.8% | Reduced |
| Clayton Financial Group LLC | 4,410 | $2.31M | 1.05% | +4,410 | New |
| ABLE Financial Group, LLC | 4,413 | $2.31M | 0.91% | −20.0% | Reduced |
| MPS Loria Financial Planners, LLC | 4,420 | $2.31M | 0.78% | −49−1.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,424 | $2.31M | 0.37% | −955−17.8% | Reduced |
| Pin Oak Investment Advisors Inc | 4,436 | $2.32M | 2.23% | +253+6.0% | Added |
| Cooksen Wealth, LLC | 4,443 | $2.32M | 2.42% | +12+0.3% | Added |
| Merriman Wealth Management, LLC | 4,437 | $2.32M | 0.10% | +944+27.0% | Added |
| Aull & Monroe Investment Management Corp | 4,445 | $2.33M | 1.06% | −16−0.4% | Reduced |
| Amussen Hunsaker Associates LLC | 4,465 | $2.33M | 0.42% | −660−12.9% | Reduced |
| Clarkston Capital Partners, LLC | 4,462 | $2.33M | 0.04% | +93+2.1% | Added |
| EdgeRock Capital LLC | 4,450 | $2.33M | 1.86% | −140−3.1% | Reduced |
| Brand Asset Management Group, Inc. | 4,474 | $2.34M | 1.01% | −67−1.5% | Reduced |
| TNF LLC | 4,634 | $2.34M | 0.93% | −106−2.2% | Reduced |
| Maxwell Wealth Strategies Inc. | 4,483 | $2.34M | 1.19% | +1,007+29.0% | Added |
| Newman Dignan & Sheerar, Inc. | 4,482 | $2.34M | 0.63% | −282−5.9% | Reduced |
| Financial Network Wealth Management LLC | 4,543 | $2.35M | 1.11% | −355−7.2% | Reduced |
| Parker Financial LLC | 4,504 | $2.36M | 1.34% | −1,559−25.7% | Reduced |