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 |
|---|---|---|---|---|---|
| Ironwood Financial, llc | 5,180 | $2.71M | 0.62% | −65−1.2% | Reduced |
| Anchor Investment Management, LLC | 5,185 | $2.71M | 0.28% | −47−0.9% | Reduced |
| Peterson Wealth Services | 5,186 | $2.71M | 0.99% | +34+0.7% | Added |
| Compass Wealth Management LLC | 5,188 | $2.71M | 0.68% | +132+2.6% | Added |
| Coastal Investment Advisors, Inc. | 5,190 | $2.71M | 0.56% | −129−2.4% | Reduced |
| Madrona Financial Services, LLC | 5,199 | $2.72M | 0.95% | −360−6.5% | Reduced |
| Parsons Capital Management Inc | 5,202 | $2.72M | 0.19% | +5+0.1% | Added |
| Summit Place Financial Advisors, LLC | 5,211 | $2.73M | 1.60% | 00.0% | Unchanged |
| Leeward Financial Partners, LLC | 5,214 | $2.73M | 1.15% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 5,238 | $2.74M | 2.03% | −5−0.1% | Reduced |
| Financial Advisory Corp | 5,250 | $2.75M | 1.13% | −61−1.1% | Reduced |
| Patton Albertson Miller Group, LLC | 5,255 | $2.75M | 0.41% | −254−4.6% | Reduced |
| Catalina Capital Group, LLC | 5,262 | $2.75M | 1.18% | +2,046+63.6% | Added |
| Mitchell McLeod Pugh & Williams Inc | 5,273 | $2.76M | 0.66% | −34−0.6% | Reduced |
| PBMares Wealth Management LLC | 5,283 | $2.76M | 0.72% | +9+0.2% | Added |
| Asset Management Group, Inc. | 5,288 | $2.77M | 0.52% | −33−0.6% | Reduced |
| Roger Wittlin Investment Advisory, LLC | 5,301 | $2.77M | 1.94% | +22+0.4% | Added |
| Pictet Bank & Trust Ltd | 5,316 | $2.78M | 2.93% | −6,806−56.1% | Reduced |
| Zevenbergen Capital Investments LLC | 5,318 | $2.78M | 0.06% | −5−0.1% | Reduced |
| East Coast Asset Management, LLC. | 5,319 | $2.78M | 1.01% | 00.0% | Unchanged |
| Silverleafe Capital Partners, LLC | 5,327 | $2.79M | 1.11% | −54−1.0% | Reduced |
| Charter Research & Investment Group, Inc. | 5,342 | $2.79M | 2.22% | +21+0.4% | Added |
| Waterway Wealth Management, LLC | 5,344 | $2.80M | 1.23% | −3,487−39.5% | Reduced |
| Epiq Partners, LLC | 5,348 | $2.80M | 1.86% | +884+19.8% | Added |
| Marquette Asset Management, LLC | 5,356 | $2.80M | 0.49% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 5,357 | $2.80M | 0.33% | −406−7.0% | Reduced |
| Bank Ozk | 5,376 | $2.81M | 1.26% | −545−9.2% | Reduced |
| Northern Oak Wealth Management Inc | 5,400 | $2.82M | 0.34% | −19−0.4% | Reduced |
| Watershed Private Wealth LLC | 5,401 | $2.83M | 1.25% | +1,755+48.1% | Added |
| Riggs Asset Managment Co. Inc. | 5,406 | $2.83M | 0.82% | −3,257−37.6% | Reduced |
| Lifeworks Advisors, LLC | 5,412 | $2.83M | 0.79% | −172−3.1% | Reduced |
| Litman Gregory Asset Management LLC | 5,437 | $2.84M | 0.26% | 00.0% | Unchanged |
| Executive Wealth Management, LLC | 5,456 | $2.85M | 0.25% | +61+1.1% | Added |
| Holderness Investments Co | 5,448 | $2.85M | 0.70% | +561+11.5% | Added |
| Spirepoint Private Client, LLC | 5,464 | $2.86M | 0.44% | +5,464 | New |
| Affiance Financial, LLC | 5,467 | $2.86M | 0.77% | +51+0.9% | Added |
| TBH Global Asset Management, LLC | 5,469 | $2.86M | 0.57% | +2,238+69.3% | Added |
| Fulcrum Equity Management | 5,472 | $2.86M | 3.38% | −27,877−83.6% | Reduced |
| Impact Partnership Wealth, LLC | 5,480 | $2.87M | 1.14% | −185−3.3% | Reduced |
| Wealth Management Partners, LLC | 5,487 | $2.87M | 1.46% | −115−2.1% | Reduced |
| Verum Partners LLC | 5,491 | $2.87M | 1.02% | +9+0.2% | Added |
| Midland Wealth Advisors LLC | 5,494 | $2.87M | 0.18% | +609+12.5% | Added |
| Altfest L J & Co Inc | 5,497 | $2.88M | 0.42% | +1,597+40.9% | Added |
| TrinityPoint Wealth, LLC | 5,498 | $2.88M | 0.48% | −258−4.5% | Reduced |
| Price T Rowe Associates Inc | 5,503 | $2.88M | 0.00% | −2,233−28.9% | Reduced |
| WNY Asset Management, LLC | 5,508 | $2.88M | 0.44% | −20−0.4% | Reduced |
| Rede Wealth, LLC | 5,509 | $2.88M | 1.21% | +477+9.5% | Added |
| Warner Financial, Inc | 5,528 | $2.89M | 1.45% | −1,144−17.1% | Reduced |
| Mairs & Power Inc | 5,531 | $2.89M | 0.03% | −14,987−73.0% | Reduced |
| Harbour Capital Advisors, LLC | 5,577 | $2.89M | 0.72% | −218−3.8% | Reduced |
| Sittner & Nelson, LLC | 5,540 | $2.90M | 1.46% | 00.0% | Unchanged |
| City Holding Co | 5,549 | $2.90M | 0.44% | +7+0.1% | Added |
| Breakwater Capital Group | 5,553 | $2.90M | 0.73% | +1,788+47.5% | Added |
| Acropolis Investment Management, LLC | 5,555 | $2.91M | 0.19% | −265−4.6% | Reduced |
| Williams & Novak, LLC | 6,116 | $2.91M | 3.30% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 5,584 | $2.92M | 4.36% | +18+0.3% | Added |
| Worth Financial Advisory Group, LLC | 5,584 | $2.92M | 2.02% | +2,133+61.8% | Added |
| Cape Investment Advisory, Inc. | 5,587 | $2.92M | 1.37% | +1,055+23.3% | Added |
| Winch Advisory Services, LLC | 5,595 | $2.93M | 0.89% | +350+6.7% | Added |
| Tennessee Valley Asset Management Partners | 5,600 | $2.93M | 0.71% | −79−1.4% | Reduced |
| Middleton & Co Inc | 5,623 | $2.94M | 0.34% | −23−0.4% | Reduced |
| Gilbert & Cook, Inc. | 5,628 | $2.94M | 0.40% | −14−0.2% | Reduced |
| Options Solutions, LLC | 5,652 | $2.96M | 1.68% | −148−2.6% | Reduced |
| Advanced Asset Management Advisors Inc | 5,657 | $2.96M | 0.73% | +40+0.7% | Added |
| Raab & Moskowitz Asset Management LLC | 5,686 | $2.97M | 0.83% | +19+0.3% | Added |
| Prosperity Planning, Inc. | 5,692 | $2.98M | 1.03% | −524−8.4% | Reduced |
| North Star Asset Management Inc | 5,698 | $2.98M | 0.14% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 5,700 | $2.98M | 0.55% | 00.0% | Unchanged |
| M3 Advisory Group, LLC | 5,702 | $2.98M | 2.70% | +261+4.8% | Added |
| Libra Wealth LLC | 5,703 | $2.98M | 1.31% | −31−0.5% | Reduced |
| McIlrath & Eck, LLC | 5,706 | $2.98M | 0.47% | +220+4.0% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 5,721 | $2.99M | 0.57% | +29+0.5% | Added |
| Waters Parkerson & Co., LLC | 5,722 | $2.99M | 0.15% | +11+0.2% | Added |
| Tillman Hartley LLC | 5,741 | $3.00M | 1.03% | −110−1.9% | Reduced |
| Strategic Financial Concepts, LLC | 5,743 | $3.00M | 0.72% | +4,506+364.3% | Added |
| Fagan Associates, Inc. | 5,743 | $3.00M | 0.56% | +16+0.3% | Added |
| Continuum Advisory, LLC | 5,779 | $3.01M | 0.45% | −1,670−22.4% | Reduced |
| Forza Wealth Management, LLC | 5,756 | $3.01M | 1.57% | 00.0% | Unchanged |
| Blankinship & Foster, LLC | 5,758 | $3.01M | 0.79% | −457−7.4% | Reduced |
| Mason Investment Advisory Services, Inc. | 5,763 | $3.01M | 0.21% | −230−3.8% | Reduced |
| Visionary Wealth Advisors | 5,767 | $3.02M | 0.20% | −145−2.5% | Reduced |
| ZRC Wealth Management, LLC | 5,777 | $3.02M | 1.51% | −99−1.7% | Reduced |
| Ethos Financial Group, LLC | 3,367 | $3.03M | 0.57% | +1,599+90.4% | Added |
| Omnia Family Wealth, LLC | 5,770 | $3.03M | 1.42% | −29,783−83.8% | Reduced |
| Mitchell Sinkler & Starr | 5,795 | $3.03M | 0.76% | −1,590−21.5% | Reduced |
| Sky Investment Group LLC | – | $3.03M | 0.58% | – | – |
| Flaharty Asset Management, LLC | 5,804 | $3.04M | 0.45% | −1,015−14.9% | Reduced |
| Cahill Financial Advisors Inc | 5,817 | $3.04M | 0.42% | −679−10.5% | Reduced |
| Capital City Trust Co | 5,826 | $3.05M | 0.85% | −65−1.1% | Reduced |
| Monograph Wealth Advisors, LLC | 5,809 | $3.05M | 0.45% | +3,620+165.4% | Added |
| Spectrum Wealth Advisory Group, LLC | 5,842 | $3.06M | 3.52% | +224+4.0% | Added |
| Bordeaux Wealth Advisors LLC | 2,259 | $3.06M | 1.01% | +305+15.6% | Added |
| Plotkin Financial Advisors, LLC | 5,859 | $3.06M | 2.03% | +698+13.5% | Added |
| Eagle Global Advisors LLC | 5,869 | $3.07M | 0.17% | −8,320−58.6% | Reduced |
| Semus Wealth Partners LLC | 5,896 | $3.08M | 2.60% | +453+8.3% | Added |
| Towerpoint Wealth, LLC | 5,898 | $3.09M | 1.55% | +311+5.6% | Added |
| Macroview Investment Management LLC | 5,911 | $3.09M | 3.43% | +2,610+79.1% | Added |
| Jackson Square Capital, LLC | 5,924 | $3.10M | 0.80% | −20−0.3% | Reduced |
| First National Bank Sioux Falls | 5,929 | $3.10M | 1.69% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 5,933 | $3.10M | 1.28% | +5,480+1,209.7% | Added |