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 |
|---|---|---|---|---|---|
| Strategic Advisors LLC | 5,945 | $3.11M | 0.61% | −28,979−83.0% | Reduced |
| Yacktman Asset Management LP | 5,951 | $3.11M | 0.03% | −51,863−89.7% | Reduced |
| Woodmont Investment Counsel LLC | 5,951 | $3.11M | 0.26% | +1,516+34.2% | Added |
| D L Carlson Investment Group Inc | 5,958 | $3.12M | 0.61% | −64−1.1% | Reduced |
| SOL Capital Management CO | 5,966 | $3.12M | 0.39% | 00.0% | Unchanged |
| W Advisors, LLC | 5,978 | $3.13M | 2.14% | +3+0.1% | Added |
| Pullen Investment Management, LLC | 5,980 | $3.13M | 2.64% | +5,980 | New |
| TRUE Private Wealth Advisors | 5,982 | $3.13M | 0.36% | +84+1.4% | Added |
| Selway Asset Management | 5,984 | $3.13M | 1.25% | −475−7.4% | Reduced |
| Armstrong Henry H Associates Inc | 5,990 | $3.13M | 0.30% | +10.0% | Added |
| Parisi Gray Wealth Management | 5,997 | $3.14M | 1.18% | +91+1.5% | Added |
| Cutler Group LP | 6,000 | $3.14M | 1.58% | −49,057−89.1% | Reduced |
| Thoroughbred Financial Services, LLC | 6,023 | $3.15M | 0.30% | −2,624−30.3% | Reduced |
| Menora Mivtachim Holdings Ltd. | 6,040 | $3.16M | 0.02% | 00.0% | Unchanged |
| Everett Harris & Co | 6,059 | $3.17M | 0.04% | +150+2.5% | Added |
| NDWM LLC | 6,062 | $3.17M | 2.89% | +316+5.5% | Added |
| Duncker Streett & Co Inc | 6,063 | $3.17M | 0.63% | +525+9.5% | Added |
| Betterment LLC | 6,081 | $3.18M | 0.01% | +2,104+52.9% | Added |
| Breed's Hill Capital LLC | 6,088 | $3.18M | 2.93% | +250+4.3% | Added |
| Highland Capital Management, LLC | 6,108 | $3.19M | 0.18% | −66−1.1% | Reduced |
| Plancorp, LLC | 6,112 | $3.20M | 0.14% | +252+4.3% | Added |
| Lynx Capital Group Ltd | 6,113 | $3.20M | 2.16% | +62+1.0% | Added |
| Park National Corp | 6,127 | $3.20M | 0.12% | −100−1.6% | Reduced |
| Pitti Group Wealth Management, LLC | 6,204 | $3.21M | 3.59% | +40+0.6% | Added |
| Highlander Partners, L.P. | 6,144 | $3.21M | 2.23% | 00.0% | Unchanged |
| Cahill Wealth Management, LLC | 6,148 | $3.22M | 1.87% | +20.0% | Added |
| Legacy Financial Strategies, LLC | 6,168 | $3.23M | 0.83% | +193+3.2% | Added |
| Revolve Wealth Partners, LLC | 6,197 | $3.24M | 0.55% | +882+16.6% | Added |
| Tactive Advisors, LLC | 6,201 | $3.24M | 1.72% | +593+10.6% | Added |
| Harmony Asset Management LLC | 6,202 | $3.24M | 1.34% | −109−1.7% | Reduced |
| Financial Perspectives, Inc | 6,211 | $3.25M | 1.23% | +74+1.2% | Added |
| Councilmark Asset Management, LLC | 6,245 | $3.27M | 2.35% | +6,245 | New |
| Fairhaven Wealth Management, LLC | 6,250 | $3.27M | 1.12% | +540+9.5% | Added |
| Kelman-Lazarov, Inc. | 6,254 | $3.27M | 0.64% | −209−3.2% | Reduced |
| HCR Wealth Advisors | 6,274 | $3.28M | 0.50% | +40+0.6% | Added |
| Abacus Planning Group, Inc. | 6,282 | $3.29M | 0.64% | −147−2.3% | Reduced |
| Cape Cod Five Cents Savings Bank | 6,313 | $3.30M | 0.32% | −130−2.0% | Reduced |
| Sterling Financial Group, Inc. | 6,328 | $3.31M | 1.57% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 6,334 | $3.31M | 0.50% | −122−1.9% | Reduced |
| Accurate Wealth Management, LLC | 6,693 | $3.31M | 0.97% | −1,520−18.5% | Reduced |
| BNC Wealth Management, LLC | 6,338 | $3.32M | 1.42% | +302+5.0% | Added |
| Sonora Investment Management Group, LLC | 6,341 | $3.32M | 0.26% | −76−1.2% | Reduced |
| Colonial Trust Co | 6,343 | $3.32M | 0.62% | +28+0.4% | Added |
| Chicago Capital, LLC | 6,355 | $3.32M | 0.10% | −458−6.7% | Reduced |
| Wall Street Access Asset Management, LLC | 6,359 | $3.33M | 1.38% | 00.0% | Unchanged |
| Hyperion Partners, LLC | 6,360 | $3.33M | 2.44% | −190−2.9% | Reduced |
| Redmont Wealth Advisors LLC | 6,362 | $3.33M | 4.61% | +2,773+77.3% | Added |
| High Falls Advisors, Inc | 6,363 | $3.33M | 0.84% | +9+0.1% | Added |
| Stephenson & Company, Inc. | 6,365 | $3.33M | 2.43% | +46+0.7% | Added |
| Fisher Asset Management, LLC | 6,373 | $3.33M | 0.00% | +563+9.7% | Added |
| Saxon Interests, Inc. | 6,382 | $3.34M | 1.59% | +85+1.3% | Added |
| Dunhill Financial, LLC | 6,389 | $3.34M | 2.48% | −8−0.1% | Reduced |
| Atlantic Union Bankshares Corp | 6,391 | $3.34M | 0.28% | +178+2.9% | Added |
| VeraBank, N.A. | 6,399 | $3.35M | 1.04% | −600−8.6% | Reduced |
| Marks Group Wealth Management, Inc | 6,404 | $3.35M | 0.35% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 6,473 | $3.35M | 1.87% | −145−2.2% | Reduced |
| Allegheny Financial Group LTD | 6,423 | $3.36M | 1.04% | −113−1.7% | Reduced |
| Hallmark Capital Management Inc | 6,440 | $3.37M | 0.25% | −575−8.2% | Reduced |
| Waterfront Wealth Inc. | 6,664 | $3.37M | 0.94% | −133−2.0% | Reduced |
| American State Bank (Iowa) | 6,450 | $3.37M | 2.26% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 6,454 | $3.38M | 3.13% | −124−1.9% | Reduced |
| Investmark Advisory Group LLC | 6,461 | $3.38M | 1.85% | +88+1.4% | Added |
| Abacus Wealth Partners, LLC | 6,465 | $3.38M | 0.57% | +2,307+55.5% | Added |
| Silvant Capital Management LLC | 6,445 | $3.38M | 0.16% | 00.0% | Unchanged |
| Capital Analysts, LLC | 6,476 | $3.39M | 0.16% | −2,513−28.0% | Reduced |
| F&V Capital Management, LLC | 6,496 | $3.40M | 1.00% | 00.0% | Unchanged |
| First Interstate Bank | 6,526 | $3.41M | 0.24% | −1,091−14.3% | Reduced |
| Nomura Asset Management Co Ltd | 6,527 | $3.41M | 0.01% | −2,575−28.3% | Reduced |
| Farmers National Bank | 6,554 | $3.43M | 1.02% | +178+2.8% | Added |
| Ironwood Investment Counsel, LLC | 6,563 | $3.43M | 0.60% | +23+0.4% | Added |
| Botty Investors LLC | 6,579 | $3.45M | 1.44% | +6,579 | New |
| Wetzel Investment Advisors, Inc. | 6,912 | $3.45M | 2.03% | −183−2.6% | Reduced |
| NFP Retirement, Inc. | 6,599 | $3.45M | 0.30% | −6,309−48.9% | Reduced |
| Clark Capital Management Group, Inc. | 6,627 | $3.47M | 0.03% | +809+13.9% | Added |
| Clear Point Advisors Inc. | 6,631 | $3.47M | 2.85% | −22−0.3% | Reduced |
| Kelly Financial Services LLC | 6,631 | $3.47M | 1.33% | −618−8.5% | Reduced |
| Reynders McVeigh Capital Management, LLC | 6,644 | $3.48M | 0.20% | −540−7.5% | Reduced |
| Security Financial Services, INC. | 6,647 | $3.48M | 0.78% | −127−1.9% | Reduced |
| Symphony Financial, Ltd. Co. | 6,654 | $3.48M | 0.81% | −3,522−34.6% | Reduced |
| Bellevue Group AG | 6,660 | $3.48M | 0.05% | +4,060+156.2% | Added |
| Baker Ellis Asset Management LLC | 6,661 | $3.48M | 0.52% | 00.0% | Unchanged |
| Rollins Financial Advisors, LLC | 6,669 | $3.49M | 0.66% | +288+4.5% | Added |
| Montis Financial, LLC | 6,679 | $3.49M | 1.66% | −116−1.7% | Reduced |
| Capital Insight Partners, LLC | 6,683 | $3.50M | 0.65% | −530−7.3% | Reduced |
| Howard Wealth Management, LLC | 6,686 | $3.50M | 2.84% | −53−0.8% | Reduced |
| AlphaQ Advisors LLC | 6,695 | $3.50M | 2.11% | +109+1.7% | Added |
| Peak Planning Group, LLC | 6,703 | $3.51M | 2.20% | +40+0.6% | Added |
| Horan Capital Advisors, LLC. | 6,704 | $3.51M | 1.25% | −12−0.2% | Reduced |
| USAdvisors Wealth Management, LLC | 6,714 | $3.51M | 1.33% | +440+7.0% | Added |
| Edge Wealth Management LLC | 6,717 | $3.51M | 0.74% | +115+1.7% | Added |
| Sompo Asset Management Co., Ltd. | 6,720 | $3.52M | 0.58% | −8,030−54.4% | Reduced |
| Austin Asset Management Co Inc | 6,733 | $3.52M | 0.75% | +12+0.2% | Added |
| Merrion Investment Management Co, LLC | 6,743 | $3.53M | 2.52% | 00.0% | Unchanged |
| Home Federal Bank of Tennessee | 6,743 | $3.53M | 1.09% | +70+1.0% | Added |
| Ausdal Financial Partners, Inc. | 6,747 | $3.53M | 0.41% | +255+3.9% | Added |
| Alera Investment Advisors, LLC | 6,761 | $3.54M | 0.48% | −7,110−51.3% | Reduced |
| Sage Financial Group Inc | 6,774 | $3.54M | 0.32% | +71+1.1% | Added |
| Hassell Wealth Management, LLC | 7,010 | $3.54M | 2.25% | −10−0.1% | Reduced |
| Onyx Bridge Wealth Group LLC | 6,982 | $3.55M | 0.63% | +582+9.1% | Added |
| Asset Advisors Investment Management, LLC | 6,785 | $3.55M | 0.40% | −1,124−14.2% | Reduced |