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 |
|---|---|---|---|---|---|
| Northwest Capital Management Inc | 6,787 | $3.55M | 1.14% | −18−0.3% | Reduced |
| Oribel Capital Management, LP | 6,800 | $3.56M | 0.41% | −1,400−17.1% | Reduced |
| Alpha Cubed Investments, LLC | 6,802 | $3.56M | 0.19% | −15,670−69.7% | Reduced |
| Ironclad Investments LLC | 6,805 | $3.56M | 2.29% | −9,798−59.0% | Reduced |
| Cubic Asset Management, LLC | 6,807 | $3.56M | 0.84% | +10+0.1% | Added |
| Texas Capital Bancshares Inc | 6,811 | $3.56M | 1.62% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 6,814 | $3.56M | 0.82% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 6,830 | $3.57M | 2.43% | −30.0% | Reduced |
| Capital Asset Advisory Services LLC | 6,905 | $3.58M | 0.21% | +1,928+38.7% | Added |
| Gold Investment Management Ltd. | 6,845 | $3.58M | 1.45% | −54−0.8% | Reduced |
| NVWM, LLC | 6,852 | $3.58M | 0.98% | −113−1.6% | Reduced |
| Sunesis Advisors, LLC | 6,856 | $3.59M | 2.10% | −843−10.9% | Reduced |
| Fragasso Group Inc. | 6,859 | $3.59M | 0.30% | +32+0.5% | Added |
| Elite Wealth Management, Inc. | 6,875 | $3.60M | 0.88% | +6,875 | New |
| Heritage Investment Group, Inc. | 6,893 | $3.61M | 0.74% | +27+0.4% | Added |
| Rossmore Private Capital | 6,900 | $3.61M | 0.47% | +54+0.8% | Added |
| Wallington Asset Management, LLC | 6,936 | $3.63M | 0.57% | −442−6.0% | Reduced |
| Monticello Wealth Management, LLC | 6,939 | $3.63M | 0.33% | +401+6.1% | Added |
| Joseph P. Lucia & Associates, LLC | 6,949 | $3.63M | 1.95% | +498+7.7% | Added |
| SC&H Financial Advisors, Inc. | 6,954 | $3.64M | 0.95% | +398+6.1% | Added |
| Gemmer Asset Management LLC | 6,974 | $3.65M | 0.43% | −2,567−26.9% | Reduced |
| Granite Bay Wealth Management, LLC | 6,975 | $3.65M | 2.07% | −1,344,002−99.5% | Reduced |
| Manhattan West Asset Management, LLC | 6,976 | $3.65M | 0.88% | +3,299+89.7% | Added |
| Signature Wealth Management Partners, LLC | 6,980 | $3.65M | 2.97% | +100+1.5% | Added |
| Pictet North America Advisors SA | 6,987 | $3.65M | 0.41% | −903−11.4% | Reduced |
| Cascade Financial Partners, LLC | 7,167 | $3.66M | 0.53% | +7,167 | New |
| DHJJ Financial Advisors, Ltd. | 7,006 | $3.66M | 1.62% | −183−2.5% | Reduced |
| Boston Research & Management Inc | 7,008 | $3.67M | 0.91% | −122−1.7% | Reduced |
| Blueprint Investment Partners LLC | 7,041 | $3.68M | 0.73% | +100+1.4% | Added |
| Alterna Wealth Management, Inc | 7,042 | $3.68M | 3.67% | +3,301+88.2% | Added |
| Woodstock Corp | 7,043 | $3.68M | 0.38% | −132−1.8% | Reduced |
| Bray Capital Advisors | 7,058 | $3.69M | 0.94% | −186−2.6% | Reduced |
| Sterneck Capital Management, LLC | 7,067 | $3.70M | 2.21% | +102+1.5% | Added |
| Opal Wealth Advisors, LLC | 7,076 | $3.70M | 1.26% | −128−1.8% | Reduced |
| Beacon Financial Advisory LLC | 7,077 | $3.70M | 1.80% | −367−4.9% | Reduced |
| Ameliora Wealth Management Ltd. | 7,079 | $3.70M | 1.68% | +1,300+22.5% | Added |
| Forbes Financial Planning, Inc. | 7,101 | $3.71M | 3.20% | +197+2.9% | Added |
| Northwest Bancshares, Inc. | 7,107 | $3.72M | 0.59% | −136−1.9% | Reduced |
| Asset Dedication, LLC | 7,127 | $3.73M | 0.28% | +26+0.4% | Added |
| Phillips Financial Management, LLC | 7,135 | $3.73M | 0.31% | −29−0.4% | Reduced |
| First United Bank Trust | 7,144 | $3.74M | 1.38% | −188−2.6% | Reduced |
| Inspirion Wealth Advisors, LLC | 7,146 | $3.74M | 0.62% | −16−0.2% | Reduced |
| Callan Capital, LLC | 7,150 | $3.74M | 0.33% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 7,174 | $3.75M | 0.38% | +293+4.3% | Added |
| Empowered Funds, LLC | 7,185 | $3.76M | 0.07% | +7,185 | New |
| Outlook Wealth Advisors, LLC | 7,200 | $3.77M | 1.16% | −263−3.5% | Reduced |
| Revisor Wealth Management LLC | 7,927 | $3.77M | 1.70% | −2,185−21.6% | Reduced |
| Boston Trust Walden Corp | 7,215 | $3.77M | 0.03% | +210+3.0% | Added |
| Baldwin Investment Management, LLC | 7,235 | $3.78M | 0.51% | 00.0% | Unchanged |
| Evergreen Advisors, LLC | 7,262 | $3.80M | 1.16% | −427−5.6% | Reduced |
| Barrett & Company, Inc. | 7,268 | $3.80M | 1.80% | +687+10.4% | Added |
| Sather Financial Group Inc | 7,280 | $3.81M | 0.27% | +4,961+213.9% | Added |
| Arrowroot Family Office, LLC | 7,294 | $3.82M | 2.44% | +15+0.2% | Added |
| JustInvest LLC | 7,295 | $3.82M | 0.08% | +493+7.2% | Added |
| Hamilton Point Investment Advisors, LLC | 7,289 | $3.82M | 0.75% | −1,071−12.8% | Reduced |
| Verus Capital Partners, LLC | 7,321 | $3.83M | 0.42% | +1,098+17.6% | Added |
| Resolute Wealth Strategies, LLC | 7,328 | $3.83M | 2.32% | +16+0.2% | Added |
| Acorn Financial Advisory Services Inc | 7,329 | $3.83M | 0.72% | +9+0.1% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 7,365 | $3.85M | 2.38% | +30.0% | Added |
| Mengis Capital Management, Inc. | 7,380 | $3.86M | 0.60% | +26+0.4% | Added |
| EPIQ Capital Group, LLC | 7,404 | $3.88M | 1.55% | +247+3.5% | Added |
| Twin Lakes Capital Management, LLC | 7,432 | $3.89M | 2.63% | +22+0.3% | Added |
| Waycross Investment Management Co | 7,435 | $3.89M | 3.62% | −303−3.9% | Reduced |
| Donaldson Capital Management, LLC | 7,435 | $3.89M | 0.16% | +302+4.2% | Added |
| Asset Allocation Strategies LLC | 7,438 | $3.89M | 1.37% | −138−1.8% | Reduced |
| Tyler-Stone Wealth Management | 7,441 | $3.89M | 1.73% | +271+3.8% | Added |
| Madden Advisory Services, Inc. | 7,456 | $3.90M | 2.06% | −169−2.2% | Reduced |
| Alley Investment Management Company, LLC | 7,471 | $3.91M | 0.54% | −109−1.4% | Reduced |
| Almanack Investment Partners, LLC. | 7,490 | $3.92M | 0.67% | +127+1.7% | Added |
| Mosaic Family Wealth Partners, LLC | 7,495 | $3.92M | 0.65% | +659+9.6% | Added |
| Paloma Partners Management Co | 7,496 | $3.92M | 0.57% | −39,492−84.0% | Reduced |
| Meridian Investment Counsel Inc. | 7,503 | $3.92M | 1.30% | −28−0.4% | Reduced |
| BCM Advisors, LLC | 7,776 | $3.93M | 1.00% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 7,581 | $3.97M | 3.02% | −1,924−20.2% | Reduced |
| Raffa Wealth Management, LLC | 7,593 | $3.97M | 1.18% | −100−1.3% | Reduced |
| Castleview Partners, LLC | 7,595 | $3.97M | 2.22% | +275+3.8% | Added |
| Inspire Trust Co, N.A. | 7,597 | $3.97M | 2.22% | −12,248−61.7% | Reduced |
| Tanglewood Legacy Advisors, LLC | 7,617 | $3.98M | 1.96% | +44+0.6% | Added |
| NWF Advisory Services Inc. | 7,647 | $4.00M | 0.67% | −2,179−22.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 7,648 | $4.00M | 0.59% | +75+1.0% | Added |
| Pacitti Group Inc. | 7,640 | $4.00M | 2.16% | +29+0.4% | Added |
| McAdam, LLC | 7,669 | $4.01M | 0.26% | +526+7.4% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 7,737 | $4.05M | 0.34% | −60−0.8% | Reduced |
| MidWestOne Financial Group, Inc. | 7,768 | $4.06M | 0.73% | +212+2.8% | Added |
| ForthRight Wealth Management, LLC | 7,768 | $4.06M | 1.46% | −19−0.2% | Reduced |
| ELCO Management Co., LLC | 7,772 | $4.07M | 2.48% | +72+0.9% | Added |
| Long Run Wealth Advisors, LLC | 7,780 | $4.07M | 1.07% | −171−2.2% | Reduced |
| Private Wealth Partners, LLC | 7,802 | $4.08M | 0.33% | −10−0.1% | Reduced |
| BEAM Asset Management, LLC | 7,803 | $4.08M | 2.45% | +2,381+43.9% | Added |
| Chesapeake Wealth Management | 7,825 | $4.09M | 1.49% | −171−2.1% | Reduced |
| Delta Investment Management, LLC | 7,839 | $4.10M | 0.93% | +37+0.5% | Added |
| Tompkins Financial Corp | 7,842 | $4.10M | 0.46% | −45−0.6% | Reduced |
| Single Point Partners, LLC | 7,861 | $4.11M | 0.96% | −23−0.3% | Reduced |
| Personal Cfo Solutions, LLC | 7,878 | $4.12M | 0.64% | −126−1.6% | Reduced |
| Cohen Capital Management, Inc. | 7,907 | $4.14M | 0.73% | +20.0% | Added |
| Catalyst Private Wealth, LLC | 7,913 | $4.14M | 2.17% | −106−1.3% | Reduced |
| Family Legacy, Inc. | 7,934 | $4.15M | 1.49% | −60−0.8% | Reduced |
| Goldstone Financial Group, LLC | 7,962 | $4.16M | 0.96% | −209−2.6% | Reduced |
| Jackson Hole Capital Partners, LLC | 7,964 | $4.17M | 0.95% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 7,965 | $4.17M | 2.48% | −101−1.3% | Reduced |