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 |
|---|---|---|---|---|---|
| Red Lighthouse Investment Management, LLC | 4,505 | $2.36M | 0.95% | 00.0% | Unchanged |
| Evensky & Katz LLC | 4,518 | $2.36M | 0.17% | −46−1.0% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 4,549 | $2.38M | 0.55% | −80−1.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 4,561 | $2.39M | 0.05% | +634+16.1% | Added |
| Paces Ferry Wealth Advisors, LLC | 4,563 | $2.39M | 1.53% | −263−5.4% | Reduced |
| Olistico Wealth, LLC | 4,563 | $2.39M | 1.72% | +206+4.7% | Added |
| Brandywine Oak Private Wealth LLC | 4,574 | $2.39M | 0.25% | +10.0% | Added |
| Strata Wealth Advisors, LLC | 4,576 | $2.39M | 0.84% | +66+1.5% | Added |
| Bennett Selby Investments LP | 4,579 | $2.40M | 1.12% | +3+0.1% | Added |
| Miramar Fiduciary Corp | 4,580 | $2.40M | 1.75% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 4,597 | $2.40M | 0.89% | +5+0.1% | Added |
| Cooper/Haims Advisors, LLC | 4,598 | $2.41M | 1.40% | −75−1.6% | Reduced |
| MV Capital Management, Inc. | 4,603 | $2.41M | 0.28% | −10.0% | Reduced |
| Aviance Capital Partners, LLC | 4,604 | $2.41M | 0.36% | +1,393+43.4% | Added |
| Bull Street Advisors, LLC | 4,607 | $2.41M | 1.15% | 00.0% | Unchanged |
| Sage Advisory Services, Ltd.Co. | 4,635 | $2.42M | 0.66% | −1,380−22.9% | Reduced |
| Saxony Capital Management, LLC | 4,639 | $2.43M | 2.93% | +26+0.6% | Added |
| Affinity Wealth Management LLC | 4,641 | $2.43M | 0.45% | −11−0.2% | Reduced |
| Main Street Group, LTD | 4,659 | $2.43M | 1.06% | +52+1.1% | Added |
| Marshall & Sullivan Inc | 4,650 | $2.43M | 1.20% | −100−2.1% | Reduced |
| SeaBridge Investment Advisors LLC | 4,655 | $2.43M | 0.64% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 4,656 | $2.44M | 0.32% | −396−7.8% | Reduced |
| LMCG Investments, LLC | 4,661 | $2.44M | 0.14% | −22,628−82.9% | Reduced |
| Noesis Capital Mangement Corp | 4,671 | $2.44M | 0.54% | −149−3.1% | Reduced |
| Coulter & Justus Financial Services, LLC | 4,671 | $2.44M | 0.54% | +4,671 | New |
| Chesapeake Asset Management LLC | 4,668 | $2.45M | 2.43% | −404−8.0% | Reduced |
| XML Financial, LLC | 4,689 | $2.45M | 0.25% | +15+0.3% | Added |
| Etfidea, LLC | 4,695 | $2.46M | 0.84% | +2,214+89.2% | Added |
| Builder Investment Group Inc | 4,695 | $2.46M | 0.71% | +234+5.2% | Added |
| ProVise Management Group, LLC | 4,696 | $2.46M | 0.21% | −181−3.7% | Reduced |
| Cooper Financial Group | 4,699 | $2.46M | 0.40% | −624−11.7% | Reduced |
| James Investment Research Inc | 4,706 | $2.46M | 0.29% | +5+0.1% | Added |
| Rice Partnership, LLC | 4,715 | $2.47M | 0.58% | −79−1.6% | Reduced |
| Essex Savings Bank | 5,202 | $2.47M | 0.72% | 00.0% | Unchanged |
| Clarity Capital Advisors, LLC | 4,730 | $2.47M | 1.97% | +10+0.2% | Added |
| Northside Capital Management, LLC | 4,740 | $2.48M | 0.44% | +11+0.2% | Added |
| EMC Capital Management | 4,800 | $2.48M | 1.49% | +3,700+336.4% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 4,752 | $2.49M | 0.10% | 00.0% | Unchanged |
| Parkside Investments, LLC | 4,754 | $2.49M | 0.39% | −380−7.4% | Reduced |
| Cadinha & Co LLC | 4,759 | $2.49M | 0.43% | +10.0% | Added |
| Beese Fulmer Investment Management, Inc. | 4,761 | $2.49M | 0.23% | +36+0.8% | Added |
| Newbridge Financial Services Group, Inc. | 4,765 | $2.49M | 1.09% | −1,094−18.7% | Reduced |
| Cahaba Wealth Management, Inc. | 4,777 | $2.50M | 0.23% | −64−1.3% | Reduced |
| Longview Financial Advisors, Inc. | 4,779 | $2.50M | 1.88% | 00.0% | Unchanged |
| Lawson Kroeker Investment Management Inc | 4,786 | $2.50M | 0.47% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 4,786 | $2.50M | 1.70% | 00.0% | Unchanged |
| Noked Israel Ltd | 4,794 | $2.51M | 0.67% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 4,798 | $2.51M | 0.57% | +4,798 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 4,889 | $2.51M | 1.11% | −155−3.1% | Reduced |
| Searle & Co. | 4,805 | $2.51M | 0.64% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 4,807 | $2.51M | 0.25% | −33−0.7% | Reduced |
| Geometric Wealth Advisors | 4,818 | $2.52M | 0.60% | 00.0% | Unchanged |
| Ironwood Wealth Management, LLC. | 4,818 | $2.52M | 0.82% | −10.0% | Reduced |
| Augustine Asset Management Inc | 4,822 | $2.52M | 1.05% | 00.0% | Unchanged |
| Sequent Asset Management, LLC | 4,836 | $2.53M | 1.34% | −598−11.0% | Reduced |
| Trust Point Inc. | 4,848 | $2.54M | 0.20% | −69−1.4% | Reduced |
| Private Wealth Group, LLC | 4,852 | $2.54M | 1.32% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 4,852 | $2.54M | 0.02% | −621−11.3% | Reduced |
| Octavia Wealth Advisors, LLC | 4,838 | $2.54M | 0.38% | −297−5.8% | Reduced |
| Integrity Wealth Solutions LLC | 4,840 | $2.54M | 1.66% | −19−0.4% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,872 | $2.55M | 0.63% | +20+0.4% | Added |
| Horizon Investment Services, LLC | 4,877 | $2.55M | 1.25% | +212+4.5% | Added |
| WestEnd Advisors, LLC | 4,882 | $2.55M | 0.07% | −26,625−84.5% | Reduced |
| Prelude Capital Management, LLC | 4,905 | $2.57M | 0.18% | +4,905 | New |
| Tempus Wealth Planning, LLC | 4,915 | $2.57M | 1.13% | −374−7.1% | Reduced |
| Lion Street Advisors, LLC | 5,416 | $2.57M | 1.05% | 00.0% | Unchanged |
| BHK Investment Advisors, LLC | 4,929 | $2.58M | 0.99% | +4,200+576.1% | Added |
| Mathes Company, Inc. | 4,930 | $2.58M | 0.97% | −40−0.8% | Reduced |
| SOA Wealth Advisors, LLC. | 4,940 | $2.58M | 0.54% | +25+0.5% | Added |
| Pavion Blue Capital, LLC | 4,953 | $2.59M | 1.28% | −4−0.1% | Reduced |
| Shared Vision Wealth Group LLC | 4,964 | $2.60M | 1.62% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4,969 | $2.60M | 0.43% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 4,976 | $2.60M | 1.58% | +394+8.6% | Added |
| Asset Allocation & Management Company, LLC | 4,979 | $2.60M | 1.70% | −548−9.9% | Reduced |
| Sonata Capital Group Inc | 4,989 | $2.61M | 1.19% | +711+16.6% | Added |
| Resurgent Financial Advisors LLC | 4,997 | $2.61M | 1.39% | +1,316+35.8% | Added |
| Patriot Investment Management Inc. | 5,005 | $2.62M | 0.21% | −100−2.0% | Reduced |
| Erickson Financial Group, LLC | 5,009 | $2.62M | 2.05% | −425−7.8% | Reduced |
| KFA Private Wealth Group, LLC | 5,013 | $2.62M | 0.81% | +345+7.4% | Added |
| Kraft, Davis & Associates, LLC | 5,037 | $2.62M | 0.79% | +2,796+124.8% | Added |
| Wealthquest Corp | 5,019 | $2.63M | 0.28% | −200−3.8% | Reduced |
| SRS Capital Advisors, Inc. | 5,025 | $2.63M | 0.28% | +268+5.6% | Added |
| Westside Investment Management, Inc. | 5,026 | $2.63M | 0.63% | +256+5.4% | Added |
| Jaffetilchin Investment Partners, LLC | 5,026 | $2.63M | 0.24% | −50−1.0% | Reduced |
| Empirical Asset Management, LLC | 5,032 | $2.63M | 1.27% | +603+13.6% | Added |
| Traynor Capital Management, Inc. | 5,042 | $2.64M | 0.25% | +43+0.9% | Added |
| Insight 2811, Inc. | 5,044 | $2.64M | 1.36% | −73−1.4% | Reduced |
| Signature Securities Group Corporation | 5,038 | $2.64M | 0.74% | +152+3.1% | Added |
| Nemes Rush Group LLC | 5,058 | $2.65M | 0.38% | −686−11.9% | Reduced |
| Summit Financial Wealth Advisors, LLC | 5,058 | $2.65M | 0.54% | −726−12.6% | Reduced |
| Willis Johnson & Associates, Inc. | 5,068 | $2.65M | 0.23% | −178−3.4% | Reduced |
| Cornerstone Advisory, LLC | 5,071 | $2.65M | 0.38% | +1,025+25.3% | Added |
| BluePath Capital Management, LLC | 5,089 | $2.66M | 2.06% | +1,675+49.1% | Added |
| Keebeck Wealth Management, LLC | 5,081 | $2.67M | 0.39% | −35−0.7% | Reduced |
| GLOBALT Investments LLC | 5,098 | $2.67M | 0.11% | −100−1.9% | Reduced |
| Intelligence Driven Advisers, LLC | 5,100 | $2.67M | 0.39% | −259−4.8% | Reduced |
| Paladin Advisory Group, LLC | 5,131 | $2.68M | 2.12% | −25−0.5% | Reduced |
| Baldwin Brothers Inc | 5,168 | $2.70M | 0.20% | −705−12.0% | Reduced |
| Yost Capital Management, LP | 5,170 | $2.70M | 4.18% | +5,170 | New |
| Summit Financial Strategies, Inc. | 5,174 | $2.71M | 0.38% | −46−0.9% | Reduced |