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 |
|---|---|---|---|---|---|
| First County Bank | 9,291 | $4.86M | 2.37% | −13,031−58.4% | Reduced |
| LRI Investments, LLC | 9,302 | $4.87M | 1.23% | +9,302 | New |
| Cypress Financial Planning LLC | 9,307 | $4.87M | 2.23% | +96+1.0% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 9,321 | $4.88M | 2.84% | +8+0.1% | Added |
| True North Advisors, LLC | 9,348 | $4.89M | 1.35% | −473−4.8% | Reduced |
| Madison Park Capital Advisors, LLC | 9,355 | $4.89M | 4.27% | −99−1.0% | Reduced |
| Hohimer Wealth Management, LLC | 9,367 | $4.90M | 1.15% | +1,121+13.6% | Added |
| Cassaday & Co Wealth Management LLC | 9,392 | $4.91M | 0.16% | +459+5.1% | Added |
| Private Ocean, LLC | 9,433 | $4.93M | 0.52% | −540−5.4% | Reduced |
| Ledyard National Bank | 9,450 | $4.94M | 0.48% | −8−0.1% | Reduced |
| Perennial Advisors, LLC | 9,457 | $4.95M | 1.15% | −13,703−59.2% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 9,484 | $4.96M | 0.57% | −474−4.8% | Reduced |
| Private Capital Management, LLC | 9,487 | $4.96M | 0.56% | +15+0.2% | Added |
| JFG Wealth Management, LLC | 9,497 | $4.97M | 1.33% | +5,531+139.5% | Added |
| Zimmer Partners, LP | 9,500 | $4.97M | 0.11% | +9,500 | New |
| Unionview, LLC | 9,516 | $4.98M | 4.12% | −13−0.1% | Reduced |
| M.D. Sass Investors Services, Inc. | 9,520 | $4.98M | 0.59% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 9,530 | $4.98M | 1.49% | −147−1.5% | Reduced |
| Nisa Investment Advisors, LLC | 9,518 | $4.99M | 0.03% | +9,518 | New |
| Burney Co | 9,574 | $5.01M | 0.19% | +2,213+30.1% | Added |
| Centennial Bank | 9,575 | $5.01M | 2.56% | +142+1.5% | Added |
| John W. Brooker & Co., CPAs | 9,581 | $5.01M | 2.69% | −8−0.1% | Reduced |
| Founders Financial Alliance, LLC | 9,593 | $5.02M | 1.51% | +231+2.5% | Added |
| Rockland Trust Co | 9,610 | $5.03M | 0.26% | +128+1.3% | Added |
| S.A. Mason LLC | 9,614 | $5.03M | 3.02% | −162−1.7% | Reduced |
| Lakeview Capital Partners, LLC | 9,629 | $5.04M | 0.82% | +59+0.6% | Added |
| Imprint Wealth LLC | 9,659 | $5.04M | 1.22% | +9,659 | New |
| Clarity Financial LLC | 9,692 | $5.07M | 0.79% | −617−6.0% | Reduced |
| Intrua Financial, LLC | 9,713 | $5.08M | 0.79% | −6,569−40.3% | Reduced |
| First Financial Bankshares Inc | 9,749 | $5.10M | 0.11% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 9,776 | $5.11M | 0.55% | −150−1.5% | Reduced |
| TCI Wealth Advisors, Inc. | 9,776 | $5.11M | 0.50% | −73−0.7% | Reduced |
| United Asset Strategies, Inc. | 9,809 | $5.13M | 0.51% | −764−7.2% | Reduced |
| Orca Investment Management, LLC | 9,811 | $5.13M | 4.80% | −574−5.5% | Reduced |
| Kearns & Associates LLC | 9,813 | $5.13M | 3.98% | −100−1.0% | Reduced |
| Emfo, LLC | 9,813 | $5.13M | 4.70% | +315+3.3% | Added |
| Round Rock Advisors, LLC | 9,814 | $5.13M | 1.23% | −128−1.3% | Reduced |
| Defined Wealth Management, LLC | 9,817 | $5.13M | 3.69% | −16−0.2% | Reduced |
| Clare Market Investments LLC | 9,822 | $5.14M | 1.60% | +573+6.2% | Added |
| Coppell Advisory Solutions Corp. | 9,833 | $5.14M | 0.97% | +9,833 | New |
| Signify Wealth | 9,860 | $5.16M | 8.55% | +994+11.2% | Added |
| Truepoint, Inc. | 9,873 | $5.16M | 0.15% | +1,870+23.4% | Added |
| Naples Global Advisors, LLC | 9,862 | $5.17M | 0.53% | −3,153−24.2% | Reduced |
| Stevard, LLC | 9,893 | $5.17M | 4.66% | −90−0.9% | Reduced |
| Syntax Research, Inc. | 9,913 | $5.18M | 3.96% | +34+0.3% | Added |
| Foster Victor Wealth Advisors, LLC | 10,017 | $5.19M | 0.47% | −1,557−13.5% | Reduced |
| Fusion Family Wealth LLC | 9,925 | $5.19M | 0.54% | −89−0.9% | Reduced |
| Tidemark, LLC | 9,964 | $5.21M | 2.91% | −2,542−20.3% | Reduced |
| Kanawha Capital Management LLC | 9,977 | $5.22M | 0.42% | +71+0.7% | Added |
| Valmark Advisers, Inc. | 10,000 | $5.23M | 0.09% | +552+5.8% | Added |
| Point72 Italy, S.r.l. | 10,000 | $5.23M | 2.15% | +10,000 | New |
| Burns J W & Co Inc | 10,010 | $5.24M | 0.73% | +85+0.9% | Added |
| Providence First Trust Co | 10,020 | $5.24M | 2.27% | −219−2.1% | Reduced |
| American National Bank | 10,027 | $5.24M | 0.69% | −375−3.6% | Reduced |
| Central Valley Advisors, LLC | 10,027 | $5.25M | 2.71% | −85−0.8% | Reduced |
| Laird Norton Trust Company, LLC | 10,000 | $5.25M | 0.71% | 00.0% | Unchanged |
| Pacific Financial Group Inc | 10,035 | $5.25M | 3.62% | +72+0.7% | Added |
| SL Advisors, LLC | 10,042 | $5.25M | 10.34% | −742−6.9% | Reduced |
| Camelot Technology Advisors, Inc. | 10,067 | $5.27M | 4.88% | −79−0.8% | Reduced |
| Addison Capital Co | 10,080 | $5.27M | 2.62% | +7,557+299.5% | Added |
| Roundview Capital LLC | 10,084 | $5.27M | 0.43% | +226+2.3% | Added |
| Morris Financial Concepts, Inc. | 10,111 | $5.29M | 2.71% | +30.0% | Added |
| Blue Fin Capital, Inc. | 10,112 | $5.29M | 1.18% | −48−0.5% | Reduced |
| Weaver Capital Management LLC | 10,113 | $5.29M | 1.83% | −15,169−60.0% | Reduced |
| RWM Asset Management, LLC | 10,114 | $5.29M | 0.95% | +1,800+21.7% | Added |
| Green Harvest Asset Management LLC | 10,128 | $5.30M | 0.13% | +2,541+33.5% | Added |
| Founders Capital Management | 10,134 | $5.30M | 3.58% | +120+1.2% | Added |
| Absolute Capital Management, LLC | 10,141 | $5.31M | 3.38% | +8,712+609.7% | Added |
| Certified Advisory Corp | 10,145 | $5.31M | 0.74% | +668+7.0% | Added |
| Legacy Wealth Management, Inc | 10,169 | $5.32M | 0.39% | +1,594+18.6% | Added |
| Old Second National Bank of Aurora | 10,198 | $5.33M | 1.39% | −1,183−10.4% | Reduced |
| Drexel Morgan & Co. | 10,236 | $5.35M | 1.10% | +45+0.4% | Added |
| Vista Capital Partners, Inc. | 10,280 | $5.38M | 0.67% | −308−2.9% | Reduced |
| Garde Capital, Inc. | 10,336 | $5.41M | 0.38% | +290+2.9% | Added |
| Power Wealth Management LLC | 10,363 | $5.42M | 3.40% | −48−0.5% | Reduced |
| Auxano Advisors, LLC | 10,382 | $5.43M | 1.58% | +1,286+14.1% | Added |
| White Pine Capital LLC | 10,830 | $5.44M | 2.07% | +538+5.2% | Added |
| Seelaus Asset Management LLC | 10,399 | $5.44M | 5.42% | −538−4.9% | Reduced |
| Novak & Powell Financial Services, Inc. | 10,401 | $5.44M | 4.07% | +66+0.6% | Added |
| Arkansas Financial Group, Inc. | 10,420 | $5.45M | 0.96% | −183−1.7% | Reduced |
| Halpern Financial, Inc. | 10,504 | $5.46M | 1.58% | −405−3.7% | Reduced |
| KKM Financial LLC | 10,439 | $5.46M | 2.66% | −479−4.4% | Reduced |
| American Trust | 10,449 | $5.47M | 0.50% | −956−8.4% | Reduced |
| LCNB Corp | 10,459 | $5.47M | 1.98% | −19−0.2% | Reduced |
| Hoylecohen, LLC | 10,460 | $5.47M | 0.42% | +448+4.5% | Added |
| Annex Advisory Services, LLC | 10,468 | $5.48M | 0.19% | +1,458+16.2% | Added |
| Per Stirling Capital Management, LLC. | 10,483 | $5.48M | 0.92% | +46+0.4% | Added |
| Pinnacle Bancorp, Inc. | 10,494 | $5.49M | 1.62% | +19+0.2% | Added |
| LBMC Investment Advisors, LLC | 10,498 | $5.49M | 0.48% | +49+0.5% | Added |
| Covenant Asset Management, LLC | 10,512 | $5.50M | 1.34% | +943+9.9% | Added |
| Rebalance, LLC | 10,564 | $5.53M | 0.45% | +58+0.6% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 13,532 | $5.54M | 0.35% | +9,009+199.2% | Added |
| DDD Partners, LLC | 10,608 | $5.55M | 0.68% | −53,144−83.4% | Reduced |
| CIC Wealth, LLC | 10,615 | $5.55M | 1.62% | +575+5.7% | Added |
| McAlister, Sweet & Associates, Inc. | 10,617 | $5.55M | 4.36% | +50+0.5% | Added |
| Coordinated Financial Services, Inc. | 10,626 | $5.56M | 4.85% | +10,626 | New |
| Windsor Capital Management, LLC | 10,638 | $5.56M | 1.73% | −188−1.7% | Reduced |
| Samalin Investment Counsel, LLC | 10,795 | $5.65M | 2.69% | +617+6.1% | Added |
| American Institute for Advanced Investment Management, LLP | 10,847 | $5.67M | 4.49% | −412−3.7% | Reduced |
| Fox Run Management, L.L.C. | 10,848 | $5.67M | 1.22% | +1,900+21.2% | Added |