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 |
|---|---|---|---|---|---|
| CBIZ Investment Advisory Services, LLC | 593 | $311.1K | 0.02% | +100+20.3% | Added |
| Global Wealth Management Investment Advisory, Inc. | 598 | $312.8K | 0.08% | 00.0% | Unchanged |
| Muirfield Wealth Advisors LLC | 598 | $312.8K | 0.30% | +128+27.2% | Added |
| Crescent Sterling, Ltd. | 600 | $313.8K | 0.29% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 600 | $313.8K | 0.06% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 600 | $313.8K | 0.01% | +600 | New |
| Robinswood Financial LLC | 602 | $314.6K | 0.13% | +2+0.3% | Added |
| Lakeshore Financial Planning, Inc. | 602 | $314.9K | 0.16% | +43+7.7% | Added |
| Mendel Capital Management LLC | 606 | $316.9K | 0.21% | −76−11.1% | Reduced |
| Monument Group Wealth Advisors, LLC | 606 | $317.0K | 0.23% | 00.0% | Unchanged |
| Matisse Capital | 607 | $317.5K | 0.15% | +28+4.8% | Added |
| Anson Capital, Inc. | 608 | $318.0K | 0.46% | +608 | New |
| Carson Advisory Inc. | 609 | $318.6K | 0.22% | −5−0.8% | Reduced |
| Gray Wealth Management Inc. | 611 | $319.6K | 0.14% | +1+0.2% | Added |
| Mirador Capital Partners LP | 613 | $320.8K | 0.06% | 00.0% | Unchanged |
| Partners in Financial Planning | 614 | $321.2K | 0.07% | +1+0.2% | Added |
| Briaud Financial Planning, Inc | 615 | $322.0K | 0.18% | +615 | New |
| First Pacific Financial | 620 | $324.5K | 0.09% | +620 | New |
| Alexander Randolph Advisory, Inc. | 622 | $325.4K | 0.28% | 00.0% | Unchanged |
| Peninsula Wealth, LLC | 623 | $325.9K | 0.07% | 00.0% | Unchanged |
| Dodds Wealth, LLC | 623 | $325.9K | 0.13% | −7−1.1% | Reduced |
| Financial Strategies Group, Inc. | 628 | $326.1K | 0.09% | 00.0% | Unchanged |
| Planning Directions Inc | 624 | $326.3K | 0.23% | +1+0.2% | Added |
| HRC Wealth Management, LLC | 624 | $326.6K | 0.24% | +2+0.3% | Added |
| Court Place Advisors, LLC | 625 | $326.8K | 0.11% | −50−7.4% | Reduced |
| Unique Wealth Strategies, LLC | 625 | $327.0K | 0.16% | −138−18.1% | Reduced |
| Greenwood Gearhart Inc | 627 | $328.0K | 0.03% | 00.0% | Unchanged |
| CKW Financial Group | 629 | $328.0K | 0.04% | +4+0.6% | Added |
| Salvus Wealth Management, LLC | 629 | $329.1K | 0.22% | +54+9.4% | Added |
| Cascade Investment Advisors, Inc. | 631 | $330.3K | 0.22% | −5−0.8% | Reduced |
| Dudley Capital Management, LLC | 635 | $331.6K | 0.19% | +20+3.3% | Added |
| UMA Financial Services, Inc. | 660 | $332.3K | 0.07% | −101−13.3% | Reduced |
| Moseley Investment Management Inc | 639 | $334.1K | 0.17% | +639 | New |
| WP Advisors, LLC | 642 | $335.6K | 0.11% | +81+14.4% | Added |
| Baugh & Associates, LLC | 643 | $336.2K | 0.18% | +70+12.2% | Added |
| Valley Forge Investment Consultants Inc Adv | 643 | $336.3K | 0.13% | 00.0% | Unchanged |
| Eliot Finkel Investment Counsel, LLC | 645 | $337.4K | 0.22% | 00.0% | Unchanged |
| ShankerValleau Wealth Advisors, Inc. | 646 | $337.9K | 0.16% | −39−5.7% | Reduced |
| Sentry Investment Management LLC | 648 | $339.0K | 0.13% | +648 | New |
| Greytown Advisors Inc. | 646 | $339.1K | 0.19% | +1+0.2% | Added |
| PSI Advisors, LLC | 651 | $340.8K | 0.12% | −124−16.0% | Reduced |
| Goldstream Capital Management Ltd | 650 | $341.4K | 0.19% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 653 | $342.0K | 0.33% | +653 | New |
| Legacy Bridge, LLC | 657 | $343.7K | 0.20% | +10+1.5% | Added |
| Family Wealth Group, LLC | 657 | $343.7K | 0.37% | −81−11.0% | Reduced |
| Miller Wealth Advisors, LLC | 658 | $344.0K | 0.21% | +3+0.5% | Added |
| Adell Harriman & Carpenter Inc | 658 | $344.2K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 659 | $344.6K | 0.10% | +1+0.2% | Added |
| Windsor Advisory Group, LLC | 659 | $344.6K | 0.97% | +159+31.8% | Added |
| Colonial River Wealth Management, LLC | 659 | $344.7K | 0.19% | −284−30.1% | Reduced |
| Enzi Wealth | 684 | $345.0K | 0.16% | −2−0.3% | Reduced |
| CJM Wealth Advisers, Ltd. | 660 | $345.1K | 0.13% | −4−0.6% | Reduced |
| Cutler Capital Management, LLC | 660 | $345.5K | 0.14% | 00.0% | Unchanged |
| Pine Harbor Wealth Management, LLC | 661 | $345.7K | 0.22% | +2+0.3% | Added |
| Brown Wealth Management, LLC | 664 | $347.3K | 0.14% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 664 | $347.3K | 0.07% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 664 | $347.6K | 0.24% | +107+19.2% | Added |
| Oak Asset Management, LLC | 665 | $347.8K | 0.13% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 665 | $347.9K | 0.11% | +665 | New |
| Quest Investment Management LLC | 666 | $348.4K | 0.04% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 667 | $349.0K | 0.06% | −15−2.2% | Reduced |
| Stanley-Laman Group, Ltd. | 668 | $349.4K | 0.05% | −822−55.2% | Reduced |
| Signet Investment Advisory Group, Inc. | 669 | $349.9K | 0.19% | −13−1.9% | Reduced |
| Burford Brothers, Inc. | 672 | $351.5K | 0.23% | −1,014−60.1% | Reduced |
| Advisory Resource Group | 675 | $353.1K | 0.08% | +26+4.0% | Added |
| Cannon Financial Strategists, Inc. | 676 | $353.6K | 0.07% | 00.0% | Unchanged |
| Altiora Financial Group, LLC | 676 | $353.8K | 0.10% | +676 | New |
| Redwood Financial Network Corp | 677 | $354.0K | 0.31% | −89−11.6% | Reduced |
| Pflug Koory, LLC | 679 | $355.2K | 0.17% | 00.0% | Unchanged |
| ETF Portfolio Partners, Inc. | 681 | $356.2K | 0.11% | −1,400−67.3% | Reduced |
| Reston Wealth Management LLC | 681 | $356.3K | 0.14% | −197−22.4% | Reduced |
| IFG Advisory, LLC | 682 | $356.7K | 0.03% | −91,749−99.3% | Reduced |
| RiverFront Investment Group, LLC | 691 | $361.4K | 0.01% | +691 | New |
| Elgethun Capital Management | 690 | $361.8K | 0.09% | +1+0.1% | Added |
| Crane Advisory, LLC | 706 | $362.2K | 0.07% | +706 | New |
| Ade, LLC | 693 | $362.5K | 0.24% | −205−22.8% | Reduced |
| Higgins & Schmidt Wealth Strategies LLC | 694 | $363.0K | 0.27% | 00.0% | Unchanged |
| Stewart & Patten Co LLC | 694 | $363.0K | 0.05% | +52+8.1% | Added |
| GFG Capital, LLC | 695 | $363.5K | 0.09% | −75−9.7% | Reduced |
| Strong Tower Advisory Services | 697 | $363.9K | 0.15% | +173+33.0% | Added |
| Vawter Financial, Ltd. | 696 | $364.1K | 0.26% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 697 | $364.6K | 0.28% | +585+522.3% | Added |
| MainStreet Investment Advisors LLC | 698 | $365.1K | 0.04% | 00.0% | Unchanged |
| Decatur Capital Management, Inc. | 700 | $366.1K | 0.20% | 00.0% | Unchanged |
| AF Advisors, Inc. | 700 | $366.1K | 0.08% | 00.0% | Unchanged |
| Lauer Wealth, LLC | 708 | $366.7K | 0.32% | +155+28.0% | Added |
| Boston Standard Wealth Management, LLC | 702 | $367.0K | 0.08% | +65+10.2% | Added |
| Skyline Advisors, Inc. | 704 | $368.1K | 0.16% | −5−0.7% | Reduced |
| Eagle Harbor Asset Management Inc | 704 | $368.2K | 0.39% | −69−8.9% | Reduced |
| National Wealth Management Group, LLC | 704 | $368.3K | 0.29% | −74−9.5% | Reduced |
| Presilium Private Wealth, LLC | 705 | $368.8K | 0.10% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 706 | $369.2K | 0.14% | −30−4.1% | Reduced |
| Financial Planning & Information Services, Inc. | 706 | $369.3K | 0.06% | −575−44.9% | Reduced |
| Atwater Malick LLC | 706 | $369.3K | 0.13% | +706 | New |
| SilverOak Wealth Management LLC | 707 | $369.8K | 0.09% | −61−7.9% | Reduced |
| Bluesphere Advisors, LLC | 707 | $369.8K | 0.20% | 00.0% | Unchanged |
| Regimen Wealth, LLC | 708 | $370.3K | 0.13% | +3+0.4% | Added |
| Kensington Investment Counsel, LLC | 708 | $370.4K | 0.17% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 708 | $370.5K | 0.06% | +13+1.9% | Added |
| Whitcomb & Hess, Inc. | 708 | $370.5K | 0.12% | +2+0.3% | Added |