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 |
|---|---|---|---|---|---|
| Levin Capital Strategies, L.P. | 7,967 | $4.17M | 0.42% | +6+0.1% | Added |
| Leo Wealth, LLC | 7,978 | $4.17M | 0.43% | +204+2.6% | Added |
| United Bank | 7,981 | $4.17M | 0.50% | −119−1.5% | Reduced |
| WMS Partners, LLC | 7,988 | $4.18M | 0.29% | +66+0.8% | Added |
| Madison Wealth Partners, Inc | 8,006 | $4.19M | 1.51% | −71−0.9% | Reduced |
| Moneywise, Inc. | 8,020 | $4.19M | 2.28% | +5,411+207.4% | Added |
| Pegasus Asset Management, Inc. | 8,035 | $4.20M | 1.63% | −48−0.6% | Reduced |
| Avalon Trust Co | 8,035 | $4.20M | 0.34% | 00.0% | Unchanged |
| Regis Acquisition Inc. | 8,035 | $4.20M | 2.56% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 8,047 | $4.21M | 0.01% | 00.0% | Unchanged |
| Marvin & Palmer Associates Inc | 8,053 | $4.21M | 4.18% | −407−4.8% | Reduced |
| CM Wealth Advisors LLC | 8,166 | $4.22M | 1.21% | +8,166 | New |
| Laraway Financial Inc | 8,127 | $4.25M | 3.75% | −32−0.4% | Reduced |
| Independent Advisor Alliance | 8,128 | $4.25M | 0.15% | +301+3.8% | Added |
| Abel Hall, LLC | 8,148 | $4.26M | 3.19% | 00.0% | Unchanged |
| Cherrydale Wealth Management, LLC | 8,158 | $4.27M | 2.00% | +32+0.4% | Added |
| Black Swift Group, LLC | 8,165 | $4.27M | 1.10% | −1,827−18.3% | Reduced |
| TruWealth Advisors, LLC | 8,166 | $4.27M | 0.30% | −31−0.4% | Reduced |
| Savior LLC | 8,170 | $4.27M | 22.94% | −57−0.7% | Reduced |
| Fayez Sarofim & Co | 8,180 | $4.28M | 0.01% | +2,758+50.9% | Added |
| Sharp Financial Services, LLC | 8,181 | $4.28M | 3.98% | +1,049+14.7% | Added |
| Metlife Inc | 8,177 | $4.28M | 39.56% | +40+0.5% | Added |
| Tritonpoint Wealth, LLC | 8,817 | $4.30M | 0.45% | −187−2.1% | Reduced |
| Waddell & Associates, LLC | 8,241 | $4.31M | 0.58% | −3,162−27.7% | Reduced |
| NWK Group, Inc. | 8,245 | $4.31M | 2.02% | −111−1.3% | Reduced |
| Weinberger Asset Management, Inc | 8,251 | $4.32M | 2.08% | −69−0.8% | Reduced |
| McDonald Partners LLC | 8,256 | $4.32M | 1.19% | −175−2.1% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 8,256 | $4.32M | 1.29% | +512+6.6% | Added |
| Two Point Capital Management, Inc. | 8,261 | $4.32M | 1.78% | +7,677+1,314.6% | Added |
| Ameraudi Asset Management, Inc. | 8,280 | $4.33M | 2.02% | −3,308−28.5% | Reduced |
| Brown Shipley& Co Ltd | 8,292 | $4.34M | 1.36% | −970−10.5% | Reduced |
| Juncture Wealth Strategies, LLC | 8,344 | $4.36M | 1.88% | −166−2.0% | Reduced |
| Braun Stacey Associates Inc | 8,353 | $4.37M | 0.17% | −113−1.3% | Reduced |
| Tower View Investment Management & Research LLC | 8,380 | $4.38M | 2.56% | −40−0.5% | Reduced |
| Evernest Financial Advisors, LLC | 8,894 | $4.40M | 2.08% | +159+1.8% | Added |
| Atlas Brown,Inc. | 8,438 | $4.41M | 1.61% | +435+5.4% | Added |
| Little House Capital LLC | 8,449 | $4.42M | 1.46% | −5,023−37.3% | Reduced |
| Peachtree Investment Partners, LLC | 8,463 | $4.43M | 1.79% | −87−1.0% | Reduced |
| Omega Financial Group, LLC | 8,498 | $4.45M | 1.82% | −46−0.5% | Reduced |
| RDST Capital LLC | 8,500 | $4.45M | 1.11% | +2,790+48.9% | Added |
| Wealthstream Advisors, Inc. | 8,502 | $4.45M | 1.69% | −183−2.1% | Reduced |
| RKL Wealth Management LLC | 8,520 | $4.46M | 0.44% | −20−0.2% | Reduced |
| Apriem Advisors | 8,549 | $4.47M | 0.56% | −19,501−69.5% | Reduced |
| Strategic Investment Management, LLC | 8,800 | $4.47M | 3.43% | −910−9.4% | Reduced |
| Stephenson National Bank & Trust | 8,552 | $4.47M | 1.54% | 00.0% | Unchanged |
| Ghisallo Capital Management LLC | 8,560 | $4.48M | 0.51% | −28,105−76.7% | Reduced |
| Nuveen Asset Management, LLC | 8,557 | $4.48M | 0.00% | +4,057+90.2% | Added |
| Aurora Private Wealth, Inc. | 8,595 | $4.49M | 3.88% | +20.0% | Added |
| Keeler & Nadler Financial Planning & Wealth Management | 8,582 | $4.49M | 2.70% | +2,066+31.7% | Added |
| Apella Capital, LLC | 8,661 | $4.50M | 0.23% | +7+0.1% | Added |
| My Personal CFO, LLC | 8,610 | $4.50M | 2.60% | +31+0.4% | Added |
| Sage Rhino Capital LLC | 8,630 | $4.51M | 1.07% | +23+0.3% | Added |
| Austin Private Wealth, LLC | 8,701 | $4.52M | 0.52% | +1,653+23.5% | Added |
| Baron Wealth Management LLC | 8,641 | $4.52M | 2.40% | −12−0.1% | Reduced |
| Marietta Wealth Management, LLC | 8,642 | $4.52M | 0.75% | +988+12.9% | Added |
| GSG Advisors LLC | 8,705 | $4.52M | 1.66% | +67+0.8% | Added |
| Innova Wealth Partners | 8,662 | $4.53M | 3.50% | −7,549−46.6% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 8,672 | $4.54M | 2.52% | +718+9.0% | Added |
| American Century Companies Inc | 8,675 | $4.54M | 0.00% | +4,790+123.3% | Added |
| Vienna Asset Management LLC | 8,692 | $4.54M | 4.15% | +16+0.2% | Added |
| Peregrine Asset Advisers, Inc. | 8,699 | $4.55M | 1.82% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 8,731 | $4.57M | 8.73% | −102−1.2% | Reduced |
| Loudon Investment Management, LLC | 8,734 | $4.57M | 2.62% | +119+1.4% | Added |
| Sandy Cove Advisors, LLC | 8,736 | $4.57M | 2.11% | +23+0.3% | Added |
| Signature Estate & Investment Advisors LLC | 8,744 | $4.57M | 0.13% | −22,143−71.7% | Reduced |
| Charter Oak Capital Management, LLC | 8,755 | $4.58M | 0.49% | −74−0.8% | Reduced |
| Colony Family Offices, LLC | 8,739 | $4.59M | 1.48% | +10+0.1% | Added |
| Sightline Wealth Advisors, LLC | 8,787 | $4.60M | 3.03% | +121+1.4% | Added |
| Bridge Advisory, LLC | 8,789 | $4.60M | 2.28% | +115+1.3% | Added |
| Herbst Group, LLC | 8,790 | $4.60M | 2.85% | −119−1.3% | Reduced |
| Orin Green Financial, LLC | – | $4.61M | 2.17% | – | – |
| Wimmer Associates 1, LLC | 8,823 | $4.62M | 2.43% | −165−1.8% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 8,824 | $4.62M | 1.13% | 00.0% | Unchanged |
| Breakwater Investment Management | 8,833 | $4.62M | 2.13% | +8,833 | New |
| Luminvest Wealth Management LLC | 8,106 | $4.62M | 2.91% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 8,882 | $4.65M | 0.35% | +337+3.9% | Added |
| Guyasuta Investment Advisors Inc | 9,776 | $4.65M | 0.34% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 8,899 | $4.66M | 2.47% | +55+0.6% | Added |
| First American Trust, FSB | 8,902 | $4.66M | 0.49% | +4,608+107.3% | Added |
| Garden State Investment Advisory Services LLC | 8,915 | $4.67M | 1.71% | +267+3.1% | Added |
| Ziegler Capital Management, LLC | 8,932 | $4.67M | 0.18% | −62−0.7% | Reduced |
| Nikulski Financial, Inc. | 8,945 | $4.68M | 1.55% | −175−1.9% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 8,977 | $4.70M | 0.29% | −139−1.5% | Reduced |
| Invst, LLC | 8,999 | $4.70M | 0.56% | +387+4.5% | Added |
| Helen Stephens Group, LLC | 8,997 | $4.71M | 1.82% | −239−2.6% | Reduced |
| Wick Capital Partners, LLC | 9,004 | $4.71M | 4.57% | +1,709+23.4% | Added |
| Harvest Investment Services, LLC | 9,018 | $4.72M | 1.90% | −204−2.2% | Reduced |
| Chapin Davis, Inc. | 9,050 | $4.73M | 1.73% | −1,574−14.8% | Reduced |
| Moneda S.A. Administradora General de Fondos | 9,059 | $4.74M | 2.66% | −465−4.9% | Reduced |
| WPWealth LLP | 9,066 | $4.74M | 1.23% | +174+2.0% | Added |
| Zions Bancorporation, N.A. | 9,082 | $4.75M | 0.35% | −327−3.5% | Reduced |
| Leverty Financial Group, LLC | 9,104 | $4.76M | 2.84% | −122−1.3% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 9,119 | $4.77M | 0.93% | +133+1.5% | Added |
| Millington Financial Advisors, LLC | 9,166 | $4.79M | 3.42% | −18−0.2% | Reduced |
| Journey Advisory Group, LLC | 9,183 | $4.80M | 0.59% | −164−1.8% | Reduced |
| Fogel Capital Management, Inc. | 9,398 | $4.81M | 2.83% | +172+1.9% | Added |
| International Private Wealth Advisors LLC | 9,220 | $4.82M | 9.31% | −4,332−32.0% | Reduced |
| Harbor Investment Advisory, LLC | 9,251 | $4.83M | 0.51% | +602+7.0% | Added |
| MTM Investment Management, LLC | 9,258 | $4.84M | 2.00% | +176+1.9% | Added |
| Bay Rivers Group | 9,281 | $4.85M | 2.67% | −168−1.8% | Reduced |