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 |
|---|---|---|---|---|---|
| Somerville Kurt F | 486 | $254.2K | 0.04% | +486 | New |
| Schiavi & Co LLC | 488 | $255.3K | 0.10% | 00.0% | Unchanged |
| McRae Capital Management Inc | 489 | $255.8K | 0.06% | 00.0% | Unchanged |
| Viawealth, LLC | 489 | $255.8K | 0.16% | 00.0% | Unchanged |
| Moulton Wealth Management, Inc | 489 | $255.8K | 0.27% | 00.0% | Unchanged |
| BetterWealth, LLC | 491 | $256.8K | 0.08% | −43−8.1% | Reduced |
| Stillwater Capital Advisors, LLC | 491 | $256.8K | 0.04% | +4+0.8% | Added |
| West Wealth Group, LLC | 493 | $257.8K | 0.10% | +3+0.6% | Added |
| Mustard Seed Financial, LLC | 493 | $257.9K | 0.26% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 493 | $257.9K | 0.12% | +493 | New |
| Vantage Investment Partners, LLC | 494 | $258.0K | 0.02% | +494 | New |
| Gray Private Wealth, LLC | 494 | $258.3K | 0.17% | +494 | New |
| Boomfish Wealth Group, LLC | 496 | $259.4K | 0.17% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 496 | $260.0K | 0.12% | 00.0% | Unchanged |
| City Center Advisors, LLC | 498 | $261.3K | 0.31% | +498 | New |
| Pier 88 Investment Partners LLC | 500 | $261.5K | 0.06% | −400−44.4% | Reduced |
| Harfst & Associates, Inc. | 500 | $261.5K | 0.06% | 00.0% | Unchanged |
| Camden National Bank | 501 | $262.1K | 0.05% | +71+16.5% | Added |
| DF Dent & Co Inc | 502 | $262.6K | 0.00% | −212−29.7% | Reduced |
| Insight Folios Inc | 502 | $262.6K | 0.11% | −17−3.3% | Reduced |
| Richardson Capital Management LLC | 503 | $263.1K | 0.22% | +2+0.4% | Added |
| Miller Howard Investments Inc | 504 | $263.5K | 0.01% | −2,618−83.9% | Reduced |
| Global Wealth Strategies & Associates | 506 | $264.7K | 0.10% | +47+10.2% | Added |
| EnRich Financial Partners LLC | 506 | $264.8K | 0.10% | −13−2.5% | Reduced |
| Clark Asset Management, LLC | 510 | $266.7K | 0.08% | +84+19.7% | Added |
| DLK Investment Management, LLC | 510 | $266.8K | 0.11% | −3,670−87.8% | Reduced |
| Osher Van de Voorde Investment Management | 510 | $266.8K | 0.06% | 00.0% | Unchanged |
| Schulz Wealth, LTD. | 510 | $266.8K | 0.23% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 511 | $267.3K | 0.12% | 00.0% | Unchanged |
| Clifford Group, LLC | 512 | $267.9K | 0.22% | −1−0.2% | Reduced |
| Trust Co of Kansas | 512 | $268.0K | 0.15% | 00.0% | Unchanged |
| RMR Capital Management, LLC | 512 | $268.3K | 0.27% | +36+7.6% | Added |
| Bath Savings Trust Co | 514 | $268.9K | 0.03% | −117−18.5% | Reduced |
| Worth Asset Management, LLC | 514 | $269.0K | 0.17% | −368−41.7% | Reduced |
| Fortitude Family Office, LLC | 515 | $269.2K | 0.18% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 537 | $269.6K | 0.11% | −38−6.6% | Reduced |
| GQG Partners LLC | 515 | $269.6K | 0.00% | +515 | New |
| Phillips Wealth Planners LLC | 536 | $269.9K | 0.31% | −5,186−90.6% | Reduced |
| Kingfisher Capital LLC | 520 | $272.0K | 0.07% | 00.0% | Unchanged |
| Advisors Management Group Inc | 521 | $273.0K | 0.07% | −5−1.0% | Reduced |
| Oak Family Advisors, LLC | 522 | $273.3K | 0.11% | 00.0% | Unchanged |
| Overbrook Management Corp | 523 | $273.6K | 0.07% | −7,140−93.2% | Reduced |
| Future Financial Wealth Managment LLC | 523 | $273.6K | 0.21% | 00.0% | Unchanged |
| CapitalatWork S.A. | – | $274.0K | 0.01% | – | – |
| FCG Investment Co | 528 | $276.2K | 0.22% | −11,654−95.7% | Reduced |
| First Trust Investment Solutions L.P. | 530 | $277.2K | 0.05% | +30+6.0% | Added |
| Lauterbach Financial Advisors, LLC | 530 | $277.2K | 0.18% | −36−6.4% | Reduced |
| Security National Bank of Sioux City Iowa | 530 | $277.2K | 0.20% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 531 | $277.5K | 0.06% | +190+55.7% | Added |
| Kickstand Ventures, LLC. | 531 | $277.8K | 0.08% | −598−53.0% | Reduced |
| Howard Capital Management Inc. | 532 | $278.3K | 0.03% | −3−0.6% | Reduced |
| Hamilton Wealth, LLC | 534 | $279.3K | 0.09% | +534 | New |
| Petra Financial Advisors Inc | 535 | $279.6K | 0.21% | −208−28.0% | Reduced |
| PYA Waltman Capital, LLC | 535 | $279.8K | 0.10% | −10−1.8% | Reduced |
| United Bank | 537 | $280.9K | 0.14% | 00.0% | Unchanged |
| True Vision MN LLC | 553 | $281.5K | 0.20% | +553 | New |
| Mechanics Financial Corp | 539 | $281.9K | 0.15% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 545 | $285.0K | 2.59% | −607−52.7% | Reduced |
| Astor Investment Management LLC | 545 | $285.1K | 0.11% | −97−15.1% | Reduced |
| Disciplined Equity Management, Inc. | 546 | $285.6K | 0.19% | −1,425−72.3% | Reduced |
| Knightsbridge Asset Management, LLC | 602 | $286.1K | 0.08% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 548 | $286.6K | 0.07% | +131+31.4% | Added |
| Herold Advisors, Inc. | 549 | $287.2K | 0.07% | 00.0% | Unchanged |
| Cardinal Capital Management | 548 | $287.5K | 0.05% | −20−3.5% | Reduced |
| Allied Investment Advisors, LLC | 552 | $288.5K | 0.07% | −419−43.2% | Reduced |
| Sweet Financial Partners, LLC | 553 | $289.3K | 0.07% | −44−7.4% | Reduced |
| Old North State Wealth Management, LLC | 550 | $289.4K | 0.19% | +550 | New |
| Parcion Private Wealth LLC | 557 | $291.4K | 0.03% | +60+12.1% | Added |
| Community Bank of Raymore | 558 | $291.8K | 0.14% | +1+0.2% | Added |
| Dividend Assets Capital, LLC | 559 | $292.0K | 0.06% | +204+57.5% | Added |
| CCM Investment Advisers LLC | 559 | $292.4K | 0.03% | −325−36.8% | Reduced |
| Acas, LLC | 559 | $292.5K | 0.28% | +3+0.5% | Added |
| Lynch & Associates | 560 | $292.9K | 0.07% | 00.0% | Unchanged |
| Vickerman Investment Advisors, Inc. | 561 | $293.4K | 0.09% | 00.0% | Unchanged |
| Trellis Wealth Advisors LLC | 561 | $293.4K | 0.17% | −859−60.5% | Reduced |
| Boston Common Asset Management, LLC | 562 | $294.0K | 0.01% | −824−59.5% | Reduced |
| Westend Capital Management, LLC | 565 | $295.5K | 0.11% | +565 | New |
| Presidio Capital Management, LLC | 565 | $295.8K | 0.22% | +26+4.8% | Added |
| Hoge Financial Services, LLC | 566 | $296.1K | 0.24% | +145+34.4% | Added |
| Capstone Wealth Management Group, LLC | 566 | $296.1K | 0.21% | +566 | New |
| Piscataqua Savings Bank | 567 | $296.6K | 0.26% | −104−15.5% | Reduced |
| Apollon Financial, LLC | 568 | $296.9K | 0.10% | +12+2.2% | Added |
| First Citizens Asset Management, Inc. | 570 | $298.1K | 0.11% | −1−0.2% | Reduced |
| Berry Wealth Group, LP | 573 | $299.7K | 0.25% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 573 | $299.7K | 0.05% | −1−0.2% | Reduced |
| RVW Wealth, LLC | 575 | $300.8K | 0.03% | 00.0% | Unchanged |
| Astoria Strategic Wealth, Inc. | 575 | $300.8K | 0.10% | 00.0% | Unchanged |
| Brown Financial Advisory | 579 | $302.9K | 0.24% | +17+3.0% | Added |
| KilterHowling LLC | 579 | $303.0K | 0.21% | 00.0% | Unchanged |
| Provident Wealth Management, LLC | 580 | $303.4K | 0.11% | −7−1.2% | Reduced |
| RDA Financial Network | 582 | $304.4K | 0.10% | +4+0.7% | Added |
| Crumly & Associates Inc. | 583 | $304.9K | 0.08% | 00.0% | Unchanged |
| Kaye Capital Management | 583 | $305.1K | 0.13% | +2+0.3% | Added |
| Maltin Wealth Management, Inc. | 586 | $306.7K | 0.17% | +1+0.2% | Added |
| M&R Capital Management Inc | 587 | $307.0K | 0.08% | −395−40.2% | Reduced |
| NovaPoint Capital, LLC | 588 | $307.6K | 0.11% | −390−39.9% | Reduced |
| Meridian Wealth Partners, LLC | 590 | $308.4K | 0.06% | 00.0% | Unchanged |
| SMART Wealth LLC | 594 | $310.7K | 0.14% | −1,983−76.9% | Reduced |
| Walker Financial Services, Inc. | 594 | $310.8K | 0.26% | +19+3.3% | Added |
| Cookson Peirce & Co Inc | 594 | $311.0K | 0.02% | 00.0% | Unchanged |