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; 4,668 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 | 4,668 | $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 | 3,181 | $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 |
|---|---|---|---|---|---|
| Dougherty Wealth Advisers LLC | 324 | $169.5K | 0.15% | −26−7.4% | Reduced |
| WFA Asset Management Corp | 325 | $169.8K | 0.09% | +1+0.3% | Added |
| BNP Paribas | 330 | $172.6K | 0.01% | +330 | New |
| Clear Investment Research, LLC | 337 | $176.3K | 0.24% | 00.0% | Unchanged |
| PFS Partners, LLC | 339 | $177.6K | 0.12% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 340 | $178.0K | 0.12% | 00.0% | Unchanged |
| Gleason Group, Inc. | 348 | $182.0K | 0.04% | −20−5.4% | Reduced |
| Financial Connections Group, Inc. | 357 | $187.0K | 0.20% | +5+1.4% | Added |
| Blume Capital Management, Inc. | 369 | $193.0K | 0.05% | −44−10.7% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 371 | $194.5K | 0.12% | −395−51.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 376 | $196.7K | 0.08% | +8+2.2% | Added |
| Sunburst Financial Group, LLC | 384 | $200.3K | 0.06% | +384 | New |
| Legacy Capital Wealth Partners, LLC | 486 | $200.3K | 0.14% | −34,015−98.6% | Reduced |
| KWB Wealth | 383 | $200.3K | 0.03% | −54−12.4% | Reduced |
| Compass Advisory Group LLC | 386 | $201.9K | 0.09% | +386 | New |
| Bull Oak Capital, LLC | 386 | $202.0K | 0.14% | −472,612−99.9% | Reduced |
| Spectrum Investment Advisors, Inc. | 386 | $202.0K | 0.15% | +386 | New |
| Coston, McIsaac & Partners | 386 | $202.0K | 0.06% | −89−18.7% | Reduced |
| Moody National Bank Trust Division | 387 | $202.4K | 0.02% | +387 | New |
| Kraematon Investment Advisors, Inc | 388 | $203.0K | 0.20% | +388 | New |
| Hill Island Financial LLC | 389 | $203.2K | 0.07% | −119−23.4% | Reduced |
| Cadence Wealth Management LLC | 389 | $203.4K | 0.21% | +389 | New |
| Bowman & Co S.C. | 389 | $203.5K | 0.12% | +389 | New |
| Thomas J. Herzfeld Advisors, Inc. | 390 | $204.0K | 0.07% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 390 | $204.0K | 0.06% | +390 | New |
| New Perspectives, Inc | 390 | $204.0K | 0.11% | +390 | New |
| Melone Private Wealth, LLC | 392 | $205.1K | 0.12% | +392 | New |
| Great Point Wealth Advisors, LLC | 393 | $205.6K | 0.05% | −33−7.7% | Reduced |
| Sweeney & Michel, LLC | 397 | $207.6K | 0.09% | +397 | New |
| Weitzel Financial Services, Inc. | 398 | $207.6K | 0.10% | +398 | New |
| AFS Financial Group, LLC | 397 | $207.7K | 0.87% | −1,952−83.1% | Reduced |
| Thomas Story & Son LLC | 400 | $209.0K | 0.09% | +400 | New |
| Strategic Advocates LLC | 400 | $209.1K | 0.08% | +400 | New |
| Intrepid Capital Management Inc | 400 | $209.2K | 0.14% | −25−5.9% | Reduced |
| Grand Jean Capital Management Inc | 400 | $209.3K | 0.06% | +400 | New |
| Axim Planning & Wealth | 402 | $210.3K | 0.17% | −357−47.0% | Reduced |
| First Bank & Trust | 402 | $210.3K | 0.04% | +402 | New |
| Marietta Investment Partners LLC | 404 | $211.3K | 0.05% | +404 | New |
| Durante & Waters, LLC | 405 | $211.8K | 0.19% | +405 | New |
| Panoramic Investment Advisors, LLC | 405 | $211.8K | 0.16% | +405 | New |
| Clark Financial Services Group Inc | 406 | $212.0K | 0.26% | −193−32.2% | Reduced |
| Signature Wealth Management Group | 429 | $212.4K | 0.10% | −310−41.9% | Reduced |
| Notis-McConarty Edward | 408 | $213.4K | 0.08% | +408 | New |
| PCA Investment Advisory Services Inc. | 408 | $213.6K | 0.12% | +408 | New |
| Johnson Bixby & Associates, LLC | 410 | $214.5K | 0.04% | +410 | New |
| Continental Investors Services, Inc. | 412 | $215.1K | 0.51% | −78−15.9% | Reduced |
| Pachira Investments Inc. | 416 | $217.6K | 0.18% | −610−59.5% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 415 | $217.7K | 0.01% | −1,182−74.0% | Reduced |
| Barnett & Company, Inc. | 420 | $219.7K | 0.15% | +420 | New |
| Adaptive Financial Consulting, LLC | 420 | $219.9K | 0.10% | −55−11.6% | Reduced |
| Southern Capital Advisors, LLC | 421 | $220.1K | 0.13% | −12−2.8% | Reduced |
| Murphy Pohlad Asset Management LLC | 422 | $220.7K | 0.09% | +422 | New |
| Arcataur Capital Management LLC | 423 | $221.5K | 0.08% | 00.0% | Unchanged |
| M. Kraus & Co | 426 | $222.8K | 0.07% | 00.0% | Unchanged |
| Birchbrook, Inc. | 426 | $223.0K | 0.13% | −8−1.8% | Reduced |
| Contravisory Investment Management, Inc. | 427 | $223.1K | 0.05% | −2,959−87.4% | Reduced |
| Alpha DNA Investment Management LLC | 429 | $224.4K | 0.12% | +61+16.6% | Added |
| Riversedge Advisors, LLC | 429 | $224.5K | 0.06% | +1+0.2% | Added |
| Bay Harbor Wealth Management, LLC | 429 | $224.9K | 0.08% | −69−13.9% | Reduced |
| Advisory Research Inc | 430 | $224.9K | 0.04% | −3,726−89.7% | Reduced |
| Strategic Planning Group, LLC | 432 | $226.0K | 0.06% | +2+0.5% | Added |
| Cabot Wealth Management Inc | 433 | $226.3K | 0.03% | −626−59.1% | Reduced |
| Independent Solutions Wealth Management, LLC | 433 | $226.5K | 0.05% | +433 | New |
| Clay Northam Wealth Management, LLC | 436 | $228.1K | 0.18% | +6+1.4% | Added |
| Fonville Wealth Management LLC | 436 | $228.4K | 0.10% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 437 | $228.8K | 0.05% | 00.0% | Unchanged |
| KLR Investment Advisors, LLC | 459 | $229.9K | 0.17% | −3−0.6% | Reduced |
| Oxford Wealth Group, LLC | 440 | $230.3K | 0.21% | +440 | New |
| Norwood Financial Corp | 445 | $232.8K | 0.34% | −125−21.9% | Reduced |
| Strategic Financial Partners, Ltd. | 447 | $233.8K | 0.13% | −34−7.1% | Reduced |
| Poehling Capital Management, LLC | 447 | $233.8K | 0.06% | 00.0% | Unchanged |
| OxenFree Capital LLC | 447 | $233.8K | 0.21% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 448 | $234.4K | 0.08% | 00.0% | Unchanged |
| Diligent Investors, LLC | 450 | $235.3K | 0.06% | +8+1.8% | Added |
| Schaeffer Financial LLC | 451 | $235.8K | 0.23% | −16−3.4% | Reduced |
| Atlas Wealth Partners, LLC | 457 | $236.0K | 1.28% | −22−4.6% | Reduced |
| Kathmere Capital Management, LLC | 451 | $236.0K | 0.03% | −1−0.2% | Reduced |
| Pecaut & Co. | 452 | $236.4K | 0.09% | 00.0% | Unchanged |
| LifePro Asset Management | 452 | $236.5K | 0.16% | −29−6.0% | Reduced |
| Hanlon Investment Management, Inc. | 453 | $237.0K | 0.07% | 00.0% | Unchanged |
| WESPAC Advisors SoCal, LLC | 454 | $237.5K | 0.06% | −194−29.9% | Reduced |
| Whitener Capital Management, Inc. | 456 | $238.5K | 0.08% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 456 | $238.5K | 0.07% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 457 | $239.0K | 0.12% | −14−3.0% | Reduced |
| Twelve Points Wealth Management LLC | 457 | $239.2K | 0.09% | −323−41.4% | Reduced |
| Elk River Wealth Management, LLC | 458 | $240.3K | 0.05% | −2,159−82.5% | Reduced |
| Kennedy Investment Group | 461 | $240.9K | 0.13% | +2+0.4% | Added |
| O'Brien Greene & Co. Inc | 463 | $242.2K | 0.08% | −100−17.8% | Reduced |
| Koa Wealth Management, LLC | 463 | $242.3K | 0.22% | +463 | New |
| Hayek Kallen Investment Management | 465 | $243.0K | 0.09% | +465 | New |
| Brooklyn FI, LLC | 467 | $244.3K | 0.10% | +467 | New |
| Highline Wealth Partners LLC | 467 | $244.5K | 0.10% | +169+56.7% | Added |
| Menlo Advisors LLC | 470 | $245.0K | 0.14% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 473 | $247.4K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 473 | $247.4K | 0.11% | 00.0% | Unchanged |
| Client 1st Advisory Group, LLC | 474 | $247.9K | 0.11% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 474 | $247.9K | 0.16% | +60+14.5% | Added |
| Schulhoff & Co Inc | 475 | $248.5K | 0.11% | 00.0% | Unchanged |
| Blackhill Capital Inc | 478 | $250.0K | 0.01% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 480 | $251.0K | 0.16% | −416−46.4% | Reduced |